Financial Adviser · WEST END, QLD

Shireen Hui Chiat Tan

WEST END, QLD

3 Years experience

Tax advice
authorised

ASIC Registered · ADV 001297688

Currently at

Charter Financial Planning Limited

Sydney, NSW (firm address)

View firm profile

About Shireen Hui Chiat Tan

Shireen Hui Chiat Tan is a financial adviser based in West End, Queensland, with 3 years of experience in the financial services industry since 2023. Shireen is currently authorised under Charter Financial Planning Limited, operating through Charter Financial Planning. Shireen holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Shireen's qualifications include a Master of Financial Planning from Griffith University.

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Derivatives Deposit Products Government Bonds

Restrictions: One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Authorised to provide tax financial advice services

Qualifications and Training

2012

Bachelor of Commerce (Accounting & Finance)

University of Queensland

2014

Diploma of Financial Planning

Kaplan Higher Education Pty Limited

2021

Master of Financial Planning

Griffith University

2024

FPE020 SMSF Regulation and Taxation

Kaplan Higher Education Pty Limited

Registration History

Charter Financial Planning Limited

Jul 2022 - Present Current

One off licensee approval is required for all products which are either not on the approved product list or Derivatives.

Source: ASIC Financial Advisers Register