Sharon Tan
ETHICAL INVESTMENT SERVICES PTY LTD · Kew VIC 3101 · Advising since 2006
- Register · ASICRegisteredAs at 10 Sep 2026
- Adviser saysNot claimedUnclaimed profile
- Clients sayNo reviews yetReviews on Souffle
- Souffle checkedNot checkedUnclaimed profile
Registration and authorisation
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
- ASIC adviser number
- 000406274
- Registration status
- Registered
- Adviser type
- Financial Adviser
- Authorised by
- ETHICAL INVESTMENT SERVICES PTY LTD · AFSL 222690Since 1 March 2023
- Principal business address
- Kew VIC 3101
- First year providing advice
- 2006
- Can provide tax (financial) advice
- Yes
- Memberships
- Financial Advice Association of Australia (FAAA)
- Further restrictions
- None recorded
Authorised to advise on
The product areas ASIC records this adviser as legally authorised to advise on — which is not the same as the services they choose to offer.
- Non-basic deposit products
- Government debentures, stocks or bonds
- Investment life insurance products
- Life risk insurance products
- Managed investment schemes, including IDPS
- Retirement savings account products
- Securities
- Standard margin lending facilities
- Superannuation
Conduct and compliance
- Disciplinary action
- None recorded on the register
- CPD requirements not met
- No year recorded
Shown exactly as ASIC publishes it. Souffle does not score, summarise or remove register entries.
Work history
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
Every appointment as a financial adviser that the register records, newest first.
- CURRENTMar 2023 – presentETHICAL INVESTMENT SERVICES PTY LTD · AFSL 222690
- CEASEDDec 2019 – May 2022CAPSTONE FINANCIAL PLANNING PTY LTD · AFSL 223135Through authorised representative PARIS FINANCIAL SERVICES PTY LTD (no. 000357928)
- CEASEDApr 2018 – Dec 2018OREANA FINANCIAL SERVICES PTY LTD · AFSL 482234
- CEASEDJun 2011 – Apr 2018GPL (VIC) PTY LTD · AFSL 230690
- CEASEDJul 2009 – Mar 2011SHADFORTH FINANCIAL GROUP LIMITED · AFSL 318613
- CEASEDJun 2006 – Jun 2009HAINTZ FINANCIAL SERVICES PTY. LTD. · AFSL 230558
Qualifications
SOURCE //ASIC Financial Advisers Dataset, as at 10 September 2026. Published by ASIC and shown here unchanged. Check it on ASIC's Moneysmart register
DPML Margin Lending
Pinnacle Financial Services Academy · 2010 · Certificate (AQF 1-4)
Advanced Diploma of Financial Services (Financial Planning)
FINSIA · 2007 · Advanced Diploma (AQF 6)
Diploma of Financial Services (Financial Planning)
Financial Planning Association of Australia · 2004 · Diploma (AQF 5)
Certified Financial Planner
Financial Planning Association of Australia · 2003 · Professional Designations
Bachelor of Commerce (Accounting)
Monash University · 2001 · Bachelor Degree (AQF 7)
The education level (AQF) appears only where ASIC records one. It is never inferred from a qualification's name.
About and fees
Not yet provided by the adviser
This profile was created from the public ASIC register. A description of the services offered, the fees charged and who the adviser works with appears here once Sharon Tan claims the profile.
Reviews
Not yet reviewed
No client has reviewed Sharon Tan on Souffle yet.
Contacting Sharon Tan
The principal business address ASIC records, which is suburb, state and postcode only — no street address.
ETHICAL INVESTMENT SERVICES PTY LTD · AFSL 222690
- PHONENOT PUBLISHED
The ASIC register doesn't include advisers' phone numbers.
- EMAILNOT PUBLISHED
The ASIC register doesn't include email addresses either.
- ENQUIRY VIA SOUFFLEOPENING SOON
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- PROFILE CLAIMUNCLAIMED
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Register information: ASIC Financial Advisers Dataset, © Australian Securities & Investments Commission, used under the Creative Commons Attribution 3.0 Australia licence. Souffle is not affiliated with ASIC, and ASIC does not endorse this page.
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