Serving You Since 1975

Joren Tan

Wealth Manager (Dual Licence)

MAS Rep No: TWJ300049229

Languages: English, Mandarin

Industry Experience: 7 years

+65 8799 9636

jorentanwj@phillip.com.sg

ABOUT ME

Connect with me today to clarify your investment questions, and share my strategies for constructing a resilient portfolio, helping you rotate assets safely and accumulate wealth systematically while navigating market cycles.

MY PROFESSIONAL SERVICES

MY ACHIEVEMENTS

  • FCCA, Association of Chartered Certified Accountants
    (2023)
  • MBA (Distinction), University of Strathclyde
    (2022)
  • Chartered Member, Chartered Institute of Securities and Investment
    (2021)
  • MSc (Merit) in Professional Accountancy, University of London
    (2020)
  • CPA, CGA, CPABC
    (2020)
  • ACLP, Institute for Adult Learning
    (2020)
  • ACCA, Association of Chartered Certified Accountants
    (2018)
  • Certified Fraud Examiner, ACFE
    (2018)

GET IN TOUCH

PROMOTIONS

Joining Allowance of up to S$4,500/month!* Get Complimentary Access to our Training Programmes worth over S$10,800!*
New SBP Customers: Get Rewarded with Selected SGX ETFs! Receive up to S$100* Cash Credits when you invest in selected SGX ETFs via Share Builders Plan (SBP).
Get Rewarded Together: Earn up to S$100 when your friends sign up for SMART Portfolio (Robo Investing)!
Earn up to S$100* when you invest in any participating funds. Plus, stand a chance to win S$610* in our Exclusive Lucky Draw.
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