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Sharon Greber

Financial Adviser

Fitzpatricks Private Wealth Partners
Kalgoorlie, WA 6430

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About

Sharon Greber is an ASIC-registered financial adviser based in Kalgoorlie, WA, dedicated to helping clients achieve their financial goals with tailored advice and comprehensive strategies. Sharon holds a Bachelor of Commerce from Murdoch University (1995) and a Diploma of Financial Planning from Deakin University (2002), and she further enhanced her expertise with specialised training in Self Managed Superannuation Funds from Kaplan Professional (2019). As a proud member of the Financial Advice Association of Australia (FAAA), Sharon adheres to the highest ethical and professional standards. Sharon is authorised to provide advice on a broad range of financial products, ensuring she can meet your diverse needs. Whether you're planning for retirement, seeking to grow your wealth, or protecting your loved ones, Sharon can help. • Superannuation advice • Insurance solutions • Wealth management strategies • Retirement planning • Investment Life Insurance and Life Risk Insurance • Securities trading • Retirement Savings Accounts • Government Debt Securities Sharon is committed to building long-term relationships with her clients, providing ongoing support and guidance as their circumstances evolve. Let Sharon help you navigate the complexities of the financial landscape and achieve your financial aspirations. Contact Sharon today to schedule a consultation and take the first step towards a secure financial future.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement Planning Superannuation Advice Wealth Accumulation Insurance Solutions Investment Strategies SMSF Advice

Client Types

Personal Investors SMSF

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

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Australian Financial Services Licence

000247429

Verify on ASIC Register

Authorised Representative Number

000241831

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Sharon Greber offer?

Sharon Greber provides advice on superannuation, insurance, wealth management, and retirement planning, including Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts and Government Debt Securities.

What qualifications does Sharon Greber have?

Sharon holds a Bachelor of Commerce from Murdoch University, a Diploma of Financial Planning from Deakin University, and specialised training in Self Managed Superannuation Funds from Kaplan Professional. She is also a member of the FAAA.

What is involved in Sharon's financial planning process?

The process typically starts with an initial consultation to understand your financial goals and current situation. Sharon will then develop a tailored financial plan, implement the plan with your approval, and provide ongoing reviews to ensure it continues to meet your needs.

How can Sharon help me with my superannuation?

Sharon can provide advice on optimising your superannuation contributions, selecting appropriate investment options within your super fund, and planning for a comfortable retirement income stream.

What can I expect from working with Sharon Greber?

You can expect personalised advice, a clear and understandable financial plan, ongoing support, and a commitment to helping you achieve your financial goals. Sharon is dedicated to building long-term relationships with her clients based on trust and mutual respect.

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.