SHARON TAN


Licensee: OREANA FINANCIAL SERVICES PTY LTD

SHARON TAN (Adviser# 000406274) is a financial adviser registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. The adviser role status is Current. The adviser start date is April 6, 2018.

Adviser Overview

Register Name Financial Advisers
Adviser Name SHARON TAN
Adviser Number 000406274
Adviser Role Financial Adviser
Adviser Role Status Current
Adviser First Advice Year 2006
Financial Service (AFS) Licence Licence# 000482234
OREANA FINANCIAL SERVICES PTY LTD
Adviser Start Date 2018-04-06
Appointing Representative Name OREANA FINANCIAL SERVICES PTY LTD
Appointing Representative Number 000482234
Memberships Financial Planning Association of Australia (FPA)
Financial Services Institute of Australasia (FINSIA)

Authorisations to provide financial product advice

  • SHARON TAN
  • ·
  • Deposit Payment Non Basic Deposit
  • ·
  • Government Debenture
  • ·
  • Life Product Investment Life Insurance
  • ·
  • Life Product Life Risk Insurance
  • ·
  • Managed Investment Schemes Including IDPS
  • ·
  • Retirement Savings Account
  • ·
  • Securities
  • ·
  • Superannuation

Qualifications and training history

Qualification / Degree Institute / School
Advanced Diploma Financial Planning - FINSIA
Bachelor Degree Commerce - Monash University
Diploma Financial Planning - Financial Planning Association of Australia Limited

Adviser employment history

Licence Number Licence Name Adviser Date Appointing Representative
000482234 OREANA FINANCIAL SERVICES PTY LTD 2018-04-06 - OREANA FINANCIAL SERVICES PTY LTD
000230690 GODFREY PEMBROKE LIMITED
Licence controlled by: NATIONAL AUSTRALIA BANK LIMITED ~ NATIONAL WEALTH MANAGEMENT SERVICES LIMITED
2011-06-16 - 2018-04-06 GODFREY PEMBROKE LIMITED
000318613 SHADFORTH FINANCIAL GROUP LIMITED
Licence controlled by: IOOF HOLDINGS LTD
2009-07-01 - 2011-03-05
000230558 HAINTZ FINANCIAL SERVICES PTY. LTD. 2006-06-19 - 2009-06-30

Licensee Information

Licence Name OREANA FINANCIAL SERVICES PTY LTD
Licence Number 000482234

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Financial Advisers Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Financial Advisers Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Advisers Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.