Claudia Tan

Financial Services Director (BBA, CIM, ChFC®, AEPP®, STEP Affiliate)

MAS Rep No: TMS200065252

Languages: English, Mandarin

Industry Experience: 19 years

ABOUT ME

I am a Financial Services Director with about 2 decades of experience in this industry and had achieved numerous Million Dollar Round Table accreditation (MDRT & COT). I believe that everyone needs planning. Everyone deserves access to holistic planning regardless of where they are in life, and I am here to help with that. I hold a Bachelor of Business Administration (BBA), Associate Estate Planning Practitioner (AEPP) and is also a qualified member of the Society of Trust and Estate Practitioners (STEP). I had been promoting financial literacy and helping clients with their financial planning. I believe that everyone can benefit from it, as it will help to create wealth and turn one's financial dreams into reality.

MY PROFESSIONAL SERVICES

MY ACHIEVEMENTS

  • Court of Table (COT)
    (2021-2023)
  • Million Dollar Round Table (MDRT)
    (2014-2016, 2018, 2020)

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TESTIMONIALS

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