Financial Adviser
· KEW, VIC
Sharon Tan
No disciplinary history on record with ASIC
20
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000406274
Sharon Tan is a financial adviser based in Kew, Victoria, with 20 years of experience in the financial services industry since 2006. Sharon is currently authorised under Ethical Investment Services. Sharon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Sharon's qualifications include a Certified Financial Planner from Financial Planning Association of Australia. Sharon is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2001
Bachelor of Commerce (Accounting)
Monash University
2003
Certified Financial Planner
Financial Planning Association of Australia
2004
Diploma of Financial Services (Financial Planning)
Financial Planning Association of Australia
2007
Advanced Diploma of Financial Services (Financial Planning)
FINSIA
2010
DPML Margin Lending
Pinnacle Financial Services Academy
Registration History
GPL (VIC) PTY LTD
HAINTZ FINANCIAL SERVICES PTY. LTD.
Source: ASIC Financial Advisers Register