Sharmila Phal profile photo

Sharmila Phal

Picture Wealth

Gold
19 Yrs Experience
Broadbeach, QLD 4218

With 17 years of experience in the financial industry, I have had the privilege of assisting individuals and families in navigating the complexities of wealth management. I am passionate about empowering my clients with the knowledge and strategies needed to make informed financial decisions.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

I offer a free Introductory consultation for potential new clients.

At a glance

  • Adviser status Gold
  • First year providing advice 2006
  • Years of experience 19
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Languages spoken
    • English
    • Hindi
    • Punjabi

Picture Wealth

Oasis Shopping Centre, Suite 22, Level 2, 75 Surf Parade
Broadbeach, QLD 4218

Opening hours

  • 8:30am – 5:30pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Picture Wealth Advisory

AFSL 530789