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About Me

Thanks for checking out my profile. I am an independent financial planner based in Perth. Very few advisers can call themselves independent as there are very strict rules to meet to be able to use the term. At Globe, we value our independence as much as our clients do. It means our focus is on our clients and not the banks. You can often see/hear me on Channel 9 and 6PR as I am regularly sought for my expert opinion on most things personal finance. (Feel free to google or follow me on @DavidSharpeCFP on twitter)Why you should contact me: If you are a professional approaching retirement; are trying to deal with the receipt of a significant lump sump or simply want to outsource the handling of your financial affairs, then I could be your match. Best of luck in your personal finance journey - what is important is you achieve your goals - not what is important to everyone else.

Areas of Focus

  • Aged care
  • Divorce
  • Investments
  • Retirement
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Years of Experience
    Years of Experience 20 Years
  • Licensed By
    Licensed By Globe Financial Planning Pty Ltd
CERTIFIED FINANCIAL PLANNER®