GREG ILAN SHAR
Financial Adviser · Sydney, NSW
📚 Qualifications & Training
2005 - Bachelor of Commerce (Accounting and Finance) - Bachelor Degree (AQF 7) - University of New South Wales
2009 - CPA Program Professional Level (including Personal Financial Planning and Superannuation) - Professional Designations - CPA Australia
2017 - Securities and Managed Investments Program (DFP4) - Other - Kaplan Professional
2017 - Tax for Financial Advising Course - Other - Kaplan Professional
2018 - Diploma of Financial Planning (DFP1-3) - Diploma (AQF 5) - Kaplan Professional
2025 - Ethics and Professionalism in Financial Advice Course (FPC002B) - Bridging Course - Ethics - Kaplan Higher Education
🏢 Professional Memberships
CPA Australia (CPA)
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.