BILL SHARP
Tas Ethical

Bill Sharp and Tas Ethical are authorised representatives of Financial Wisdom Ltd and since 1983 Bill has been advising on a wide range of investments and insurances.

Ethical investing has been a specialty for over 15 years and is the preferred choice of 50% of clients. All staff are involved in continuing education programs and Bill regularly gives seminars on ethical investment.

Tas Ethical’s mission is to motivate clients to create and manage wealth while protecting themselves and their dependants from financial risk. We remain Tasmania’s only planning practice with a history of specialization in ethical investing.

CERTIFICATION DETAILS
Certified by RIAA since: 2005

Dealer Group: Finanial Wisdom Limited
Fees and charges structure: A combination of fee for service and commission
Qualifications:
- Certified Financial Planner
- Diploma Financial Planning
- Bach. Science (Honours)
Financial Adviser since: 1983
Offering responsible investment advice since: 1993
- Superannuation & Retirement Planning
- Investments
- Insurance
Responsible investment funds available:
- AMP Responsible Investment Leaders Range
- Australian Ethical Balanced Trust
- Australian Ethical Larger Companies Trust
- Australian Ethical Superannuation Fund
- BT Wholesale Ethical Share Fund
- Colonial First State Generation Global Sustainability
- Perpetual Wholesale Ethical SRI Fund

CONTACT DETAILS
Bill Sharp
Financial Wisdom Ltd
GPO Box 305, Hobart TAS 7001
Phone: 03 6234 6336
Email: prosper@tasethical.com.au
Website: www.tasethical.com.au

DISCLAIMER: This information has been prepared by RIAA based on material provided by Bill Sharp. While it is provided to assist you in finding a financial adviser, RIAA does not endorse or recommend any particular firm or individual financial adviser to the public. Although RIAA attempts to provide accurate, complete and up-to-date information, it makes no warranties or representations, express or implied, as to whether the information provided is accurate, complete or up-to-date. The information provided in this report is general in nature and its brevity could lead to misrepresentation. It is not intended to be advice and could be subject to change. No responsibility can be accepted for those who act on its contents without obtaining specific advice from an adviser.

PAGE LAST UPDATED: July 2010