Sharon Tee
Financial Adviser
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About
Sharon Tee is an ASIC-registered financial adviser based in Camberwell, VIC, dedicated to helping clients achieve their financial goals with tailored and comprehensive advice. With a career spanning over two decades, Sharon holds the DFP2 and DFP3 certifications from the FPA (1995) and earned her CFP designation in Financial Services in 2002. She further enhanced her expertise with specialized training in Superannuation & Retirement Planning from Integratec in 2002. As an active member of the Financial Advice Association of Australia (FAAA), Sharon adheres to the highest ethical and professional standards. Authorised to provide advice on a broad range of financial products, Sharon specialises in superannuation advice, insurance solutions, wealth management strategies, and retirement planning. She can also provide advice on Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts. Key services offered include: • Superannuation and Retirement Planning • Insurance and Risk Management • Wealth Management and Investment Advice • Securities Advice Ready to take control of your financial future? Contact Sharon Tee today to arrange a consultation and discover how personalized financial advice can help you achieve your dreams.
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Frequently Asked Questions
What types of financial advice does Sharon Tee provide?
Sharon Tee specializes in superannuation advice, insurance, wealth management, and retirement planning. She also provides advice on Investment Life Insurance, Life Risk Insurance, Securities, and Retirement Savings Accounts.
What are Sharon Tee's qualifications and professional memberships?
Sharon holds DFP2 and DFP3 certifications from the FPA, a CFP designation in Financial Services, and specialized training in Superannuation & Retirement Planning from Integratec. She is also a member of the Financial Advice Association of Australia (FAAA).
How can Sharon Tee help me with my retirement planning?
Sharon can help you develop a comprehensive retirement plan tailored to your individual needs and goals. This includes strategies for maximizing your superannuation, managing your investments, and ensuring a comfortable retirement income.
What is the process for working with Sharon Tee?
The process typically starts with an initial consultation to discuss your financial situation, goals, and concerns. Sharon will then develop a personalized financial plan that outlines strategies to help you achieve your objectives. Regular reviews and adjustments are conducted to ensure the plan remains aligned with your evolving needs.
What can I expect from a financial consultation with Sharon Tee?
During a consultation with Sharon, you can expect a thorough assessment of your current financial situation, a discussion of your financial goals, and personalized advice tailored to your specific needs. Sharon is committed to providing clear, transparent, and unbiased guidance to help you make informed decisions.
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