Shireen Tan

Paraplanner

Bio.

“Shireen has excelled at all areas of being a client service officer in a very short period of time. She is eager to perform to a high standard and shows professional phone and written communication skills at all times, creating a natural rapport with clients.”

Shireen joined Varria in March 2013 and is located in our Brisbane office. Previously working as an Associate Accountant, she soon realized that the financial services field was quickly becoming a passion. With the aim of gaining more knowledge and insight of the finance industry, Shireen completed her Financial Planning diploma within a year which has helped her excel in her role and look towards becoming a financial adviser in the coming years.

As a client service officer, Shireen enjoys building professional relationships with clients on an everyday basis and not only does she get to empathize the lives of many clients, she also appreciates the chance she has to learn from the technical expertise of the financial advisers.

Shireen holds a Bachelor degree in Commerce from the University of Queensland and a Diploma in Financial Planning. She is currently working towards attaining her Advance Diploma of Financial Planning, which covers a comprehensive range of financial planning services across a variety of product environments, including those involving complex issues, innovative strategies and requires successful client engagement.

Shireen’s interests outside of work are family and sport. She enjoys playing soccer and keeping herself active by travelling to different places.

Qualifications

Bachelor of Commerce (Finance and Accounting)
Diploma of Financial Planning