Sharon Greber Authorised Representative of
Fitzpatricks Private Wealth Pty Ltd
Sharon Greber understands that in these times of adjustment and change, being financially well organised provides you with the flexibility to live a life of your choice with freedom and security. Impassioned to bring clarity and understanding to her clients, Sharon takes care of the details so you can achieve your ambitions and dreams, living your best and ideal life.
Sharon believes that great advice builds strong communities and so she works with individuals, families and entrepreneurs to build, preserve and protect wealth. By fostering long-term and trusted relationships, she partners with you to create tailored strategies that will suit your individual needs. Using her professional expertise, Sharon identifies effective solutions and provides guidance in decision making so that you have more time to spend on what is important to you.
Sharon takes a holistic look when considering your financial affairs and collaborates with other professionals where necessary to ensure that all your needs are addressed. Understanding how important work-life balance is, Sharon is driven to provide the right advice so you can achieve balance in your own life, confident that your finances are in order.
When Sharon is not seeking to exceed the targeted outcomes for her clients, she works on her own work-life balance by seeking new experiences and adventures in the world around her. She also finds fulfilment and relishes in the joy of raising two active boys.
- Bachelor of Commerce
- Diploma in Financial Planning
- Certified Financial Planner (CFP)
- Member of Financial Planning Association
Areas of expertise
Investment and Portfolio Construction
Retirement Planning and Pensions
Asset Protection and Business Structures
Insurance advice for individuals and business owners
Self Managed Superannuation Funds (SMSF)
Personal Injury and Medical Negligence Claims
Tax Effective Wealth Strategies
Small to Medium Enterprises (SME)
Strategic Financial Advice
Key Person Insurance Strategies
- 24 + years experience in the Financial Services Industry
- Shareholder in FPWWA