Sharon Tan
Financial Planner
B.Com, B.A, ADFS (FP), CFP
Sharon is an experienced financial adviser who has been helping clients achieve their financial goals for over 15 years. She holds a Bachelor of Commerce (Accounting) and Bachelor of Arts from Monash University, as well as several professional certifications, including the Certified Financial Planner (CFP) designation.
Sharon's extensive experience in the financial industry has equipped her with the knowledge and expertise to provide her clients with comprehensive financial planning services. She specialises in retirement planning, investment management and tax planning. 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.
In addition to her work as a financial adviser, Sharon enjoys spending time outside gardening or fishing.
Sharon's clients appreciate her professionalism, integrity, and attention to detail. She is committed to providing her clients with the highest level of service and works tirelessly to ensure their financial success and security.