ENCITE Financial Planning Pty Ltd Philosophy

ENCITE Financial Planning Pty Ltd is committed to helping you to reach your financial destination.We achieve this by listening to you and providing you with a comprehensive solution that meets your goals through our tailored fee for service pricing structure and maintaining business relationships at arm’s length. What this means to you is peace of mind that you obtain the services and products that are the most appropriate for you to reach your financial destination. We believe that the key to reaching your financial destination is by ensuring every aspect of your finances is reviewed and collectively works toward meeting your goals. Our advice ranges from asset protection, wealth accumulation, retirement planning, taxation strategies, and estate planning.

ENCITE Financial Planning Pty Ltd is NOT owned by any product providers nor receives any remuneration based on the amount of money invested in a product. We rebate any remuneration received against our service packages. We rebate any remuneration received against our service packages. This enables you to be confident that the advice we are providing is for your benefit not ours. We are remunerated through a flexible fee for service model and we rebate all investment and referral commissions we receive back to you. The benefit to you is that you pay a set fee for the service we provide, not a percentage of the amount of money you have to invest. To enable you more flexibility in the type of service you require, we have designed a four stage process.

View our Financial Services Guide Part 01
View our Financial Services Guide Part 02

Adviser Profile

Sharlene Halvorsen
Your adviser, Sharlene Halvorsen is well qualified to help you achieve your goals, having worked in the financial services industry since 1994. In previous roles, Sharlene has worked as a Superannuation Administrator, Adviser Services Consultant, UK Pensions Administrator, Assistant Financial Adviser and Financial Adviser. Sharlene has a Bachelor of Applied Science Mathematics degree majoring in Finance. She also has a Graduate Diploma of Financial Planning. Sharlene is passionate about using her extensive financial knowledge to assist clients understand how the strategies and products she recommends will help achieve their goals.

Sharlene is a member of the Financial Planning Association of Australia and strongly supports the FPA’s code of ethics. Sharlene is also a fully participating member of the Business and Professional Women group.