At Sharon Lilley Financial Services, we have the expertise, experience and resources to help you get wealth, grow it and keep it safe.
Since we opened in 2018, Sharon Lilley Financial Services has become a leading provider of financial advice with a dedicated team who thrive on this ever-changing, fast-paced environment. We would like to introduce you to our team.
In 1999, after many years in business lending I was looking for a new challenge, something that could provide me with a way to help people and be fulfilling for me as well. This led me to Financial Planning and I started as a junior adviser 19 years ago. Understanding clients and translating what they need into an advice strategy is an interesting and rewarding part of my job.
I believe it is important to put the client first and be collaborative in my approach.
I completed my first formal qualification in 2002 and since then have done various specialist courses ( like Self Managed Super Funds and Margin Lending). Professional development is continual and I am currently working towards a Graduate Diploma in Financial Planning.
Education though is never a substitute for experience and with many years of experience behind me, I am well qualified to help people achieve their financial goals.
Sharon Lilley Financial Services is a Corporate Authorised Representative of RI Advice Group Pty Ltd ABN 23 001 774 125 AFSL 238429.