Meet Sharon Green

I am a Certified Financial Planner® professional and have 17 years' experience in financial services. Over that time I have helped many clients with their financial needs, be it Baby boomers or Gen Y. Each is at a stage of life that is individual and requires a different strategy.

I like to provide a caring and trusting environment where clients feel comfortable and confident in me and the advice I provide for them. I speak to them in plain English and reduce the complexities of the financial industry. My clients feel empowered and comfortable because they understand how my advice meets their goals for the better.

In addition to running a successful business, I am a passionate believer in giving back to the community. I am a long term member of Rotary International and through this participate in various local community projects to support those in need as well as raising funds for worthwhile projects both here and overseas. I support a range of charities including the Motor Neurone Disease Association, the Garvan Institute and Australian Rotary Health which focuses on Mental Health Research.  I complement all of this by spending my downtime with my husband and trying to improve my golf handicap.

If you truly want a personal and trusted financial planner that will work in your best interests, please call the office and I would be delighted to assist you.

Client Testimonials

  • Chris and Jim, Canberra
    "We just wanted to let you know how happy we are with: (1) the financial advice you provide; and (2) how well you manage our funds. You have achi…  Read more

  • David and Juliet, Canberra
    "We want to thank you for our appointment with you yesterday. We are delighted with the success of our meeting. Your request for us to complete t…  Read more

  • Carole and Christina, Melbourne
    "We both wanted you to know how much we appreciate how well you are handling our portfolios for us. Since you took over the returns have been wel…  Read more

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Latest news from Bridges

  • Ageing and aged care in Australia

    The number of people aged 65 and over in Australia is projected to more than double, to 8.8 million, over the next 40 years1. This will undoubtedly increase the need for aged care in the community and put pressure on families and Government funding.

  • Estate planning for overseas assets

    With one in four Australians born overseas and almost half of us with a parent born overseas1, it makes sense that you or your family may have a home or other assets located outside Australia. While this is positive for your overall wealth it may impact your estate plan.

  • Write down your goals and be more likely to succeed

    Whether your goals are to pay off your home loan sooner, retire early or go on an overseas holiday every couple of years, there’s a simple and powerful way to improve your chances of achieving them.

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