Sharon joined NBC Financial Services in 2008 as Assistant to Financial Planner and commenced work as a Financial Adviser in 2011. Sharon is also Office Manager of our Millicent branch.
Sharon holds a Bachelor of Commerce majoring in Accounting and Business Law as well as an Advanced Diploma in Financial Planning.
As an Authorised Representative of Apogee Financial Planning Ltd, Sharon is able to assist clients with superannuation advice, investment and taxation strategy as well as estate planning and risk management. Sharon is especially passionate about ensuring clients and their families are adequately covered by personal insurance.
Sharon moved to Millicent with her husband and 3 children in 2001 and works full-time in our Millicent Office.