Sharon Elizabeth McCaskill
MATRIX PLANNING SOLUTIONS LIMITED · Townsville QLD 4810 · Advising since 2015
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
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Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 001235517
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- MATRIX PLANNING SOLUTIONS LIMITED · AFSL 238256Since 23 August 2021
- Principal business address
- Townsville QLD 4810
- First year providing advice
- 2015
- Can provide tax (financial) advice
- Yes
- Memberships
- None recorded
- Further restrictions
- Excludes SMSF
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Old-law securities options contracts and warrants
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTAug 2021 – presentMATRIX PLANNING SOLUTIONS LIMITED · AFSL 238256
- CEASEDDec 2016 – Aug 2021A.C.N. 133 593 012 PTY LTD · AFSL 331367
- CEASEDSep 2015 – Aug 2016AKUMIN FINANCIAL PLANNING PTY LIMITED · AFSL 232706
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Graduate Diploma of Financial Planning
Kaplan Higher Education · 2023 · Graduate Diploma (AQF 8)
Commercial Law Course
Kaplan Professional · 2018 · Other
Tax for Financial Advising (Short Answer Exam) Gap Course
Kaplan Professional · 2018 · Other
Advanced Diploma of Financial Services (Financial Planning)
Kaplan Professional · 2012 · Advanced Diploma (AQF 6)
Diploma of Financial Services (Financial Planning)
Kaplan Professional · 2009 · Diploma (AQF 5)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Sharon Elizabeth McCaskill claims the profile.
Reviews
Not yet reviewed
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Contacting Sharon Elizabeth McCaskill
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
MATRIX PLANNING SOLUTIONS LIMITED · AFSL 238256
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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