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
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 14 Years
  • Licensed By
    Licensed By Capstone Financial Planning Pty Ltd
CERTIFIED FINANCIAL PLANNER®