Sharon Tan
Financial Adviser in Kew, Victoria, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number000406274
- Location
- Kew VIC 3101
- Licensee
- Ethical Investment Services Pty Ltd (AFSL 222690)
- Authorised since
- 1 March 2023
- First provided advice
- 2006
- Qualifications
- Bachelor of Commerce (Accounting), Monash University (2001); Certified Financial Planner, Financial Planning Association of Australia (2003); Diploma of Financial Services (Financial Planning), Financial Planning Association of Australia (2004); Advanced Diploma of Financial Services (Financial Planning), FINSIA (2007); DPML Margin Lending, Pinnacle Financial Services Academy (2010)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending
- Tax (financial) advice
- Yes
- Register status
- Current
About Sharon Tan
Sharon Tan is a financial adviser in Kew, Victoria, listed on the Financial Advisers Register kept by ASIC under adviser number 000406274.
The licensee Sharon advises under is Ethical Investment Services Pty Ltd (AFS licence 222690). The current authorisation started on 1 March 2023.
The register records 2006 as the year Sharon first provided financial advice. Qualifications and training on file include Bachelor of Commerce (Accounting) (Monash University, 2001), Certified Financial Planner (Financial Planning Association of Australia, 2003) and Diploma of Financial Services (Financial Planning) (Financial Planning Association of Australia, 2004). Sharon is recorded as a member of Financial Advice Association of Australia (FAAA).
Sharon is authorised to advise on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 9 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Sharon Tan a registered financial adviser?
Yes. Sharon Tan is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 000406274.
Which licensee does Sharon Tan work under?
Ethical Investment Services Pty Ltd, Australian financial services licence 222690.
What can Sharon Tan give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending.