Sharan Sheth M.Com (ACC & FP) GDM
Financial Adviser
Sharan has been with Ellerfield since February 2009 in a variety of roles. He now holds the position of Financial Adviser.
After completing his Bachelor’s in 2008, Sharan had a few options in regards to his career path.
With specialisations in Accounting and Financial Planning, there were a few avenues to be looked at. However, with the Financial Planning industry, and specifically Ellerfield, focused more on Lifestyle Planning and Goal Mapping; the choice was easy.
“There’s an innate need in us to progress, to move forward; to achieve our goals. I take great heart in being part of the process of helping my clients meet their objectives. Integrating all aspects of your client’s financial and non financial life takes a unique approach and skill. I strongly advocate Ellerfield’s ongoing service model, as client’s goals and circumstances are constantly evolving.”
“Being part of a team environment adds real value to our clients. It helps me, as an adviser, to get a different perspective on a client’s situation.”
Sharan has a Master’s of Commerce (M.Com) specialising in Professional Accounting and Financial Planning from Griffith University. He also has a Graduate Diploma of Management from Central Queensland University.
Outside of work, Sharan is an avid football fan. Manchester United to be precise. Sharan also plays the guitar and attempts to write some audible music!
Articles by Sharan:
- A New Insurance Offering
- Ellerfield welcomed a special guest
- Investing in a Perfectly Rational Share Market