Sharan Sheth CFP®
About Me
Sharan is a financial adviser and director at Intelligere Wealth, proudly formed on 17 August 2020. Intelligere Wealth is a boutique financial advisory firm with a client and strategy first focus. Prior to launching Intelligere Wealth, Sharan worked for another boutique financial advisory firm for 11 years and 7 months.Sharan's ideal client is between 45 and 65 years old, an established professional, business owner or a self-funded retiree, looking to outsource financial support matters.Education: Sharan holds a Masters of Commerce specialising in Accounting and Financial Planning from Griffith University
Areas of Focus
- Aged care
- Cashflow management
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 14 Years
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Licensed By Capstone Financial Planning Pty Ltd