Sharon is the youngest advisory group partner at IPP Financial Advisory with over 10 years of experience under her name. Sharon graduated with a degree in economics and started out a career in big banks like OCBC and Barclays, but quickly realised that she preferred to be in an industry where hard work equates to rewards, and everyone is on an equal playing field.
Sharon is passionate about training and growing talents. Within 5 years of being in the industry, she was already leading a team of nearly 100 diverse high-performing individuals that were Million Dollar Round Table, Court of the Table and Top of the Table qualifiers. Sharon prides herself in her ability to sharply identify an individual’s gaps, and help them succeed through structured training programs. She has been both a Lead Trainer and Guest Trainer in various companies’ training programs for small intensive running groups to larger scale training sessions for over 100 people.
Today, Sharon works with the top 1% in the industry, and numerous Top of the Table qualifiers. Sharon’s firm has more than $2 billion in assets under advisory. Sharon herself is a Certified Financial Planner (CFP) and has a Diploma in Positive Psychology. Together with her team, she’s helped many families achieve their first million and beyond. They have more than $120 million worth of investments under advisory for High Net Worth individuals to working professionals.
Sharon has a young daughter who’s turning 2, and she reminds her of her desire to be a good mother, wife, daughter, daughter-in-law, leader and boss. As a Certified Gallup Strengths Coach, she is passionate about cultivating the right environments for all her employees and loved ones in her life to be happy and successful. Sharon firmly believes that no one should be judged for their background or beliefs, and everyone has their own strength that she wants to help them leverage on.
Achievements
- Advisory Group Partner of IPPFA
- Certified Financial Planner™
- Associate Wealth Planner (AWP)
- Associate Financial Planner (AFP)®
- Certified Gallup Strengths Coach
- IEA Accredited Enneagram Practitioner
- Million Dollar Round Table, 2022
- Founder of PLUS Mindset Academy Pte Ltd
- Graduate Diploma in Applied Positive Psychology (Distinction)
- Bachelor of Arts (Hon) in Economics