SHIREEN HUI CHIAT TAN

Financial Adviser · West End, QLD

Registered

Registration Number

001297688

Registration Status

Registered

Location

West End, QLD 4101

Providing Advice Since

2023

Registration Date

05/07/2022

Financial Services Licensee

CHARTER FINANCIAL PLANNING LIMITED

Licence #000234665

📚 Qualifications & Training

2012 - Bachelor of Commerce (Accounting & Finance) - Bachelor Degree (AQF 7) - University of Queensland
2014 - Diploma of Financial Planning - Diploma (AQF 5) - Kaplan Higher Education Pty Limited
2021 - Master of Financial Planning - Masters Degree (AQF 9) - Griffith University
2024 - FPE020 SMSF Regulation and Taxation - Other - Kaplan Higher Education Pty Limited

ℹ️ What is a Financial Adviser?

A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.

Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.

Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.