Sharon Tan

About Sharon Tan

Sharon has extensive knowledge in a broad range of financial planning areas and experience in preparing complex and comprehensive strategies. She believes in presenting strategies in a format that is engaging and easy to understand, emphasising how the advice will directly impact our clients’ lifestyle and finances.

She enjoys the challenge of continuously improving her skills and knowledge to assist clients by placing them in control of their financial future. She is passionate about having conversations with people about what really matters to them.

Sharon is a Certified Financial Planner and holds a Bachelor of Commerce (Accounting & Finance) and a Bachelor of Arts.

Adviser Profile – Sharon Tan