Financial Planner
CurrentWe operate for long-term prosperity of our clients, the environment and the global community by combining investment integrity with sound financial returns.
Mar 2023 - Present
AeroLeads people directory · profile
Sharon Tan Email & Phone Number
Financial Planner
at
Ethical Investment Services
1 work email found
@ethicalinvestments.com.au
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Financial Planner
Location
Melbourne, Victoria, Australia
Company size
Who is Sharon Tan? Overview
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Quick answer
Sharon Tan is listed as Financial Planner at Ethical Investment Services, a with 9 employees, based in Melbourne, Victoria, Australia. AeroLeads shows a work email signal at ethicalinvestments.com.au and a matched LinkedIn profile for Sharon Tan.
Sharon Tan previously worked as Private Wealth Adviser at Paris Financial and Principal Consultant at Growth In Practice. Sharon Tan holds Diploma Of Financial Services, Financial Planning from Fpa.
Company email context
Email format at Ethical Investment Services
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{first}@ethicalinvestments.com.au
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Profile bio
About Sharon Tan
I have extensive knowledge in a broad range of financial planning areas and experience in preparing complex and comprehensive strategies.I have been involved in the provision of financial services since 2001. I am a Certified Financial Planner (CFP) and I hold a Bachelor of Commerce (Accounting & Finance) and a Bachelor of Arts.
Listed skills include Wealth Management, Financial Planning, Retirement Planning, Financial Services, and 18 others.
Current workplace
Sharon Tan's current company
Company context helps verify the profile and gives searchers a useful next step.
Ethical Investment Services
6 roles
Sharon Tan work experience
A career timeline built from the work history available for this profile.
Private Wealth Adviser
I enjoy the challenge of continuously improving my skills and knowledge to assist my clients in maximising their lifestyle choices by placing them in control of their financial future.
Jun 2019 - May 2022
Principal Consultant
Growth In Practice
Growth in PracticeWe help you move the heavy rocks in your advice practice to unlock your business potential
Nov 2018 - Jun 2019
Financial Adviser
Strategic Wealth Pty Ltd
I am a Financial Adviser with Strategic Wealth and an Authorised Representative of Oreana Financial Services. Strategic Wealth Pty Ltd specialise in providing advice to Executives, Professionals, Expatriates, Retirees and Business Owners.As an Adviser, my expertise is in the formulation of complex personalised strategic advice and solutions for High Net Worth clients.
Mar 2011 - Nov 2018
Associate Adviser
Provision of high quality support and technical assistance to Private Client Advisers in the research, preparation and implementation of comprehensive Statement of Advice for new and existing clients.Financial and strategy modelling using XPLAN software.Secondment to The Money Managers branch to focus on the preparation of Statement of Advice documents for new clients.
Apr 2008 - Mar 2011
Associate Adviser
Haintz Financial Services
Provision of personal tailored financial planning advice to High Net Worth clients.Develop and effectively implement models, frameworks, systems and tools that drive the advice process.Finding opportunities and implementing process improvements.Mentoring team members.
Jun 2006 - Apr 2008
Team & coworkers
Colleagues at Ethical Investment Services
Other employees you can reach at ethicalinvestments.com.au. View company contacts for 9 employees →
RS
Rosanna Sinesio
Colleague at Ethical Investment ServicesGreater Melbourne Area, Australia
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AM
Andrea Mckay
Colleague at Ethical Investment ServicesGreater Melbourne Area, Australia
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MB
Michelle Brisbane
Colleague at Ethical Investment ServicesGreater Melbourne Area, Australia
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SH
Sally Hayes
Colleague at Ethical Investment ServicesMelbourne, Victoria, Australia
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TF
Tim Fitzpatrick
Colleague at Ethical Investment ServicesBrisbane, Queensland, Australia
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AC
Adam C.
Colleague at Ethical Investment ServicesGreater Melbourne Area, Australia
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DL
Diane Lowrie(Personal)
Colleague at Ethical Investment ServicesGreater Melbourne Area, Australia
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Rosanna Sinesio
Colleague at Ethical Investment ServicesGreater Melbourne Area, Australia
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AM
Andrea Mckay
Colleague at Ethical Investment ServicesGreater Melbourne Area, Australia
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MB
Michelle Brisbane
Colleague at Ethical Investment ServicesGreater Melbourne Area, Australia
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SH
Sally Hayes
Colleague at Ethical Investment ServicesMelbourne, Victoria, Australia
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TF
Tim Fitzpatrick
Colleague at Ethical Investment ServicesBrisbane, Queensland, Australia
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AC
Adam C.
Colleague at Ethical Investment ServicesGreater Melbourne Area, Australia
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DL
Diane Lowrie(Personal)
Colleague at Ethical Investment ServicesGreater Melbourne Area, Australia
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6 education records
Sharon Tan education
Diploma Of Financial Services, Financial Planning
Fpa
Cfp Certification Program, Financial Planning And Services, Certified Financial Planner
Fpa
Advanced Diploma Of Financial Services, Financial Planning
Finsia
Bachelor Of Commerce (B.Com.), Accounting
Bachelor Of Arts (B.A.), Chinese & Japanese Language
Education record
Mentone Girls Grammar School
FAQ
Frequently asked questions about Sharon Tan
Quick answers generated from the profile data available on this page.
What company does Sharon Tan work for?
Sharon Tan works for Ethical Investment Services.
What is Sharon Tan's role at Ethical Investment Services?
Sharon Tan is listed as Financial Planner at Ethical Investment Services.
What is Sharon Tan's email address?
AeroLeads has found 1 work email signal at @ethicalinvestments.com.au for Sharon Tan at Ethical Investment Services.
Where is Sharon Tan based?
Sharon Tan is based in Melbourne, Victoria, Australia while working with Ethical Investment Services.
What companies has Sharon Tan worked for?
Sharon Tan has worked for Ethical Investment Services, Paris Financial, Growth In Practice, Strategic Wealth Pty Ltd, and Shadforth Financial Group Ltd.
Who are Sharon Tan's colleagues at Ethical Investment Services?
Sharon Tan's colleagues at Ethical Investment Services include Rosanna Sinesio, Andrea Mckay, Michelle Brisbane, Sally Hayes, and Tim Fitzpatrick.
How can I contact Sharon Tan?
You can use AeroLeads to view verified contact signals for Sharon Tan at Ethical Investment Services, including work email, phone, and LinkedIn data when available.
What schools did Sharon Tan attend?
Sharon Tan holds Diploma Of Financial Services, Financial Planning from Fpa.
What skills is Sharon Tan known for?
Sharon Tan is listed with skills including Wealth Management, Financial Planning, Retirement Planning, Financial Services, Wealth, Superannuation, Financial Advisory, and Investment Strategies.
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