Jacquelyn Sharma
About Me
Born into a defense family, I experienced a unique upbringing, alternating between the city for school and the serene outback on my grandparents' farm. This blend of urban and rural life gave me an appreciation for diverse lifestyles. Moving frequently taught me to value experiences over possessions. After school, I explored Australia, working as a tutor on remote cattle properties and as a nanny. My career began in retail management, spanning an Australian fashion label in Brisbane, my parents' hardware store in far west Queensland, and a stint in London's fashion scene.
The 2011 floods brought me back home and led me to financial services, where I discovered my passion for financial planning. Helping clients transition from uncertainty to clarity was deeply fulfilling. I found joy in guiding people to secure their financial futures, celebrating their victories, and managing important claims, including for my dad. For me, financial planning is more than just about making money; it's about safeguarding lifestyles against unforeseen circumstances. Ensuring that clients' dreams are protected today and in the future is my true calling.
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 11 Years
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Licensed By Spark Advisors Australia Pty Ltd