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SD

Sharon Dooley

Financial Adviser

Trilogy Financial Services Pty Ltd
Torrens Park, SA 5062

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About

Sharon Dooley is an ASIC-registered financial adviser based in Torrens Park, SA, dedicated to helping clients achieve their financial goals with personalised and comprehensive advice. Sharon holds a Master of Financial Planning and a Graduate Diploma of Financial Planning from Kaplan Higher Education, complemented by an Advanced Diploma of Financial Services (Financial Planning) and a Diploma of Financial Services (Financial Planning). Her commitment to ongoing professional development is evidenced by her Accredited Listed Product Adviser (ASX ALPA) Program certification and completion of FPC002B Ethics and Professionalism in Financial Advice. Sharon is authorised to provide advice on a broad range of financial products, ensuring clients receive tailored solutions to meet their unique needs. She specialises in: • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment Life Insurance • Life Risk Insurance • Securities • Derivatives • Retirement Savings Accounts • Government Debt Securities Sharon’s client-centric approach focuses on building long-term relationships based on trust and understanding. Whether you're planning for retirement, seeking to grow your wealth, or protecting your family's future, Sharon provides expert guidance every step of the way. Ready to take control of your financial future? Contact Sharon today for a consultation.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Derivatives Retirement Savings Accounts Government Debt Securities Retirement Planning Superannuation Advice Wealth Management Insurance Solutions Investment Strategies Risk Management Financial Planning

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000234665

Verify on ASIC Register

Authorised Representative Number

000250474

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Sharon Dooley provide?

Sharon Dooley specialises in superannuation advice, insurance, wealth management, and retirement planning. She also provides advice on investment life insurance, life risk insurance, securities, derivatives, retirement savings accounts, and government debt securities.

What are Sharon Dooley's qualifications?

Sharon holds a Master of Financial Planning, a Graduate Diploma of Financial Planning, an Advanced Diploma of Financial Services (Financial Planning), and a Diploma of Financial Services (Financial Planning). She is also an Accredited Listed Product Adviser (ASX ALPA).

What can I expect during my first meeting with Sharon Dooley?

During your first meeting, Sharon will take the time to understand your current financial situation, your goals, and your risk tolerance. She will then discuss potential strategies and solutions tailored to your specific needs.

How can Sharon Dooley help me with retirement planning?

Sharon can help you develop a comprehensive retirement plan that considers your income needs, investment options, and superannuation strategies. She'll work with you to create a plan that helps you achieve a comfortable and secure retirement.

Why is it important to seek advice from an ASIC-registered financial adviser like Sharon Dooley?

Seeking advice from an ASIC-registered financial adviser ensures that you are working with a professional who meets specific educational and ethical standards. This provides you with confidence that the advice you receive is in your best interest.

Get in Touch

Contact Sharon directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.