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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  • Making the most of managed funds

    When people consider investing, many think about buying a house or shares. However, you may be better off pooling your money and using a managed fund to achieve your financial goals.

  • Money and marriage the second time around

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