Tan Cher Lin, Cheryl

Senior Financial Services Manager (ChFC®/S, Dip SCI (DPFP), BASc Mat Engrg)

MAS Rep No: TCL200066036

Languages: English, Mandarin, Teochew, Hokkien

Industry Experience: 22 years

cheryltan@phillip.com.sg

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. She is able to bring forth fresh perspective into your personal comprehensive financial planning journey. She also holds 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

Stocks & Shares

Ownership of the company through shares traded on Global Stock exchanges such as the SGX, HKEx, NYSE, SSE, NASDAQ, Bursa, etc

Unit Trust

Also known as Mutual Funds, provides investors access to qualified professionals to help them manage their money

Life Insurance

Protect yourself while being able to provide a sum of money when the policy matures

General Insurance

With over 20 GI Partners we provide dedicated services for individuals and corporates including Global Health, Employee Benefit Plans & Cybersecurity

Managed Account Services

Individually managed investment portfolios that are beneficially owned by the individual investor and managed on a discretionary basis

Other Specialties

Comprehensive Personal Financial Planning
Risk Management
Retirement Planning
Wealth Management

SMART Park

An excess funds facility that manages your idle cash into money market fund to help you maximise your investment opportunities

SMART Portfolio

Simplify your investing experience with our robo-advisory that matches a best-fit portfolio based on your online risk analysis

MY ACHIEVEMENTS

Million Dollar Round Table (MDRT) Qualifying Member
(2018, 2020, 2023-2024)
Million Dollar Round Table (MDRT) Court of the Table
(2019, 2021-2022)
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)
Phillip Securities - Best Improved Award
(2012)