Sharon Tan CFP®

About Me

Sharon believes that every client is unique and takes the time to understand their individual needs and goals. She is dedicated to helping her clients achieve their financial objectives; every decision, every recommendation, every conversation is focussed on making a meaningful positive difference for her clients.

Areas of Focus

  • Aged care
  • Investments
  • Retirement
  • SMSF
  • Superannuation
  • Wealth management
CERTIFIED FINANCIAL PLANNER®
  • Education Symbol
    Highest Level of Education Bachelor Degree
  • Years of Experience
    Years of Experience 19 Years
  • Licensed By
    Licensed By Ethical Investment Services Pty Ltd
CERTIFIED FINANCIAL PLANNER®