SHARI NEAGLE
Financial Adviser Ā· Adelaide, SA
š Qualifications & Training
1995 - Bachelor of Business(Accounting) - Bachelor Degree (AQF 7) - Queensland University of Technology
1998 - CPA Accreditation - Professional Designations - CPA Australia
2010 - SMSF Specialist Advisor (SSA) - Professional Designations - SMSF Association
2015 - Financial Planning - Diploma (AQF 5) - Pinnacle
2024 - Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Professional
š¢ Professional Memberships
CPA Australia (CPA)
SPAA Specialist
ā¹ļø 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.