MAS Rep No. TEL200165822
Associate Director, Financial Advisory Group
- Estate Planning
- Investment Planning
- Life Insurance Planning
- Mortgage and Business Loans
Jeffrey Tan was the LONGEST servicing agent of HSBC INSURANCE with more than 20 years of industry experience before joining Financial Alliance.
His previous achievements include 3 times MDRT and 2 times GAMA International Leadership Award (Silver).
He aspires to bring along his accolades and experiences to start a new chapter of his career in an Independent Financial Advisory Firm to benefit clients with more choices and holistic planning. He and his team of professional advisory representatives are proud to balance quality advice and productivity in their work.
His current focus is in “WILL” – Wills, Investment, Life Protection & Loans.
He is an avid volunteer, being the Chairman of the National Christian Ministry for Singles (Equivalent to SDU) for the last 3 years with a total service of 8 years and a Counsellor of the Prison Fellowship of Singapore for close to 20 years.
Million Dollar Round Table
- Graduate Diploma in Marketing Management (SIM), Chartered Institute of Marketing (UK)
- Associate Wealth Planner (AFPCM)
- Associate Financial Planner (AFPCM)
- Diploma, Singapore College of Insurance (Life Insurance)