SHARON LEE FERGUSON

Financial Adviser ยท Wagga Wagga, NSW

Registered

Registration Number

000245927

Registration Status

Registered

Location

Wagga Wagga, NSW 2650

Providing Advice Since

2001

Registration Date

22/08/2019

Financial Services Licensee

FORTNUM PRIVATE WEALTH LTD

Licence #000357306

๐Ÿ“š Qualifications & Training

2004 - Diploma of Financial Planning - - Deakin University
2005 - SMSF - - Financial Essentials
2014 - Securities - Other - LPAC
2017 - Accredited Aged Care Professional - - Aged Care Steps
2019 - FPC002B-Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
2019 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited

๐Ÿข Professional Memberships

Financial Advice Association of Australia (FAAA)

โ„น๏ธ 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.