Work Experience / Resume

I was attracted to this industry because of a simple equation. Efforts = Returns. No politics, no gaming, no curry favours, no bureaucratic BS. I only need to focus on putting in the right efforts to get the right returns.

I enjoyed this freedom for ten years as a Financial Planner before I decided to make a shift to management. When I had my first-born, I was concerned about the fluctuations in my returns. To overcome that, I figured the only way is to diversify the efforts. Thus, starting a team would achieve consistent returns.

As a Financial Planner, my mission is to improve my clients’ finances in the long-term future. The skills required to do the job well are competency, problem identification/understanding/resolution skills, people skills (communication and understanding of people), having a vision, and thinking out of the box. As a Financial Services Manager, the ball game is different. My focus has now shifted to recruitment, coaching and training, business operations support, marketing and leads generation, career counselling, facilitating support group meetings, and welfare of my team members.

Each career path has its highs and lows. I have enjoyed both immensely.

Years in financial planning: Since 2000

20 years is a long time for many people. But if you had found a career that could balance Passion and Money, you will be enjoying the journey. I am one of those lucky ones.

Areas Of Specialty

• Estate planning
• Busines succession

Awards + Achievements

Platinum Club 2021 - 2024 ^new
Signature 2021 - 2023 - Unit
Top Quality Financial Services Manager 2022, 2023
Top PRIDE Manager Award (1st runner up) – 2019, 2021, 2023
Top Quality Financial Services Manager 2021 - 1st Runner Up
Top PRIDE Financial Services Manager 2022 - 2nd Runner Up
Top Manager Award (2nd runner up) - 2019
Top PRIDE Manager Award – 2017 - 2018
Platinum Manager Award – 2011 – 2019 (AFC)

What I am passionate about

When I am not working, I will be with my family. Savouring my wife’s cooking and cuddling my two boys are the biggest joys in my life. So, Circuit Breaker, no sweat for me. But I do miss the golf course during that period! I am immensely passionate about golf. Ya, I know, some of you are thinking it is a boring game for the old man.

But let me ask you, would you be thrilled to hold a rifle down a 300-yard shooting range? If yes, then why it is “boring” to hit a golf ball 300 yards down the fairway? It needs a lot more athleticism to do that compared to shooting a rifle. But of course, golf is just a game. What keeps the passion burning is the company I have playing this game. These buddies fill up my social life.

I would like to compliment and recommend Stephanie Tan, for understanding and showing me holistic personal financial planning.

As a single child supporting elderly needy parents, it is very stressful for me. I used to walk-in to buy policies only because I think it’s good to have. Stephanie listens and understands my challenges and went through the different scenarios to make me understand how holistic financial planning creates solutions for me and my family. With her knowledge and life experiences, she guides me and shows me how my portfolio supports me through my different life stages.

Also, I have enjoyed attending one of the Alliance’s client seminars previously. Thank you Alliance for making clients feel special with fun filled activities and meaningful knowledge. I would love to attend more in the future.

– Jake

Highly recommend Stephanie! 😊 V patient with explaining and giving good financial planning recommendations for only child. She’s also caring, following up w me once in a short while.

– Yihui