Financial Adviser
· CAMBERWELL, VIC
Sharon Tee
No disciplinary history on record with ASIC
CAMBERWELL,
VIC
23
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000246173
Licensee
Camberwell, VIC (licence address on ASIC register)
About Sharon Tee
Sharon Tee is a financial adviser based in Camberwell, Victoria, with 23 years of experience in the financial services industry since 2003. Sharon is currently authorised under Primecare Financial Planning. Sharon holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Sharon's qualifications include a CFP from - Financial Services. Sharon is a member of Financial Advice Association of Australia (FAAA).
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Authorised to provide tax financial advice services
Qualifications and Training
1995
DFP2
Other - FPA
1995
DFP3
Fundamentals - Other - FPA
2002
CFP
- Financial Services
2002
Superannuation & Retirement Planning
Integratec
Registration History
LWP FINANCIAL PTY LTD
LWP FINANCIAL PTY LTD
APOGEE FINANCIAL PLANNING PTY LTD
SECURITOR FINANCIAL GROUP PTY LIMITED
Source: ASIC Financial Advisers Register