Example tooltip content.

Sharon Tan

Financial Adviser

|

Certified

Responsible Investment Leaders are investment/asset managers that rank in the top 20% of all organisations assessed by the Responsible Investment Scorecard, demonstrating leading practice through their commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

Learn more

Responsible Investors are investment/asset managers that score at least 15 out of 20 on the Responsible Investment Scorecard (but are not within the top 20% of assessed organisations), with a commitment to responsible investing; explicit consideration of ESG factors in investment decision-making; strong and collaborative stewardship; and transparency in reporting, including the societal and environmental outcomes achieved.

Learn more

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.

Address

16 Princess Street, Kew, Victoria, AU, 3101

Phone

We, the Responsible Investment Association Australasia, don't earn any commission from providers or products you switch to.

Organisation

  • Ethical Investment Services

Company number

Services offered

Certified products

Approved products

Find a Certified
Financial Adviser

Certified Financial Advisers and Financial Advisory Groups have been assessed to meet operational and disclosure requirements based on the Responsible Investment Standard and make publicly available specific details of their services.