Cheryl Tan

Senior Financial Services Manager (ChFC®/S, CLU®/S, BASc Mat Engrg)

MAS Rep No: TCL200066036

Languages: English, Mandarin, Teochew, Hokkien

Industry Experience: 22 years

ABOUT ME

An effective and cheerful individual who is Engineering/ChFC/CLU-trained and used to jet-set around the world; hence understanding how the global markets, companies and people function and work. I am able to bring forth fresh perspective into your personal comprehensive financial planning journey. I also hold the exclusive Court of the Table MDRT® and MDRT qualifications since 2018. Cheryl aims to provide needs-based Financial Planning services of the highest quality and upholds these core values: 1. Integrity 2. Mutual Respect 3. Pursuit of Excellence 4. Service First 5. Accountability

MY PROFESSIONAL SERVICES

MY ACHIEVEMENTS

  • Million Dollar Round Table (MDRT) Court of the Table
    (2019, 2021-2022, 2025)
  • Million Dollar Round Table (MDRT) Qualifying Member
    (2018, 2020, 2023-2024)
  • Phillip Securities - Top Achiever (Life Ins) Runner-Up
    (2024)
  • Tokio Marine Life Insurance Singapore - Top 10 Financial Advisory Partnership Award
    (2018)
  • Tokio Marine Life Insurance Singapore - Outstanding Performance Award
    (2018)
  • Phillip Securities - Top Financial Adviser Award
    (2018)
  • Phillip Securities - Top Financial Advisory Consultant (Life Insurance) Award
    (2018)
  • Phillip Securities - Quantum Leap Award
    (2017)

GET IN TOUCH

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