Jonathan Chan

Financial Services Director

MAS Rep No: JCS200065232

Languages: English

Industry Experience: 29 years

ABOUT ME

Jonathan Chan joined Phillip Securities 22 years ago and has more than 27 years of experience in the Financial Industry. He has a passion for investment and takes pride in helping his clients to grow their wealth in a proactive manner, with focus on Creating multiple streams of Perpetual Passive Income. Jonathan has been actively conducting monthly Retirement Planning Seminar since 2014 and has extensive experience in Retirement Planning and he work closely with clients to Create Incomes, Protect Assets and Establish A Legacy using Asset Allocation for risk minimisation. Jonathan believes that only when his clients can sleep well during their retirement, will he be able to sleep well. Through his 25 years of practice, he has developed a Retirement Strategy which enable his clients to feel more at ease in every market downturn. Jonathan has also created a Retirement Planning Software which helps to analyze client’s financial situation and establish their Retirement Needs. He believes that every client's retirement needs are different and will always seek innovative solutions to help clients achieve a retirement Life-Style they Deserve.

MY PROFESSIONAL SERVICES

MY ACHIEVEMENTS

  • Phillip Securities -Top Team Manager (Managed Account)
    (2022)
  • Phillip Securities -Top Team Manager (Managed Account)
    (2021)
  • Phillip Securities -Top Advisory Consultant (Managed Account)
    (2021)
  • Phillip Securities -Top Team Manager (Unit Trust)
    (2019-2020)
  • NTUC - 4th Runner Up (Single Premium)
    (2018)
  • Tokio Marine Life - Outstanding Performance Financial Advisor
    (2018)
  • NTUC - 1st Runner Up (Single Premium)
    (2017)
  • Phillip Securities - Top Team Manager (Unit Trust)
    (2016)

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TESTIMONIALS

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