Thomas Tan Email & Phone Number
Wealth Manager and Legacy Planner @ PFPFA
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Thomas Tan Location
- Singapore
Thomas Tan Work
- 2025 -now Wealth Manager and Legacy Planner @
- 2019 -2025 Assistant Vice President @
- 2018 -2025 Co-Founder @
- 2018 -2024 Vice President @
- 2018 -2018 Branch Manager @
- 2017 -2018 Owner @ Guthomas
- 2010 -2018 Financial Services Advisor @ AIA Singapore
- 1998 -2010 Associate Manager @
- 1997 -1998 Managing Partner @ Edusearch
Thomas Tan Education
- Nanyang Technological University Singapore
Business (Business)
1993-1996 - Victoria Junior College
GCE A Level (Pure Science)
1989-1990 - Maris Stella High School
GCE O Level
1985-1988
Thomas Tan Skills
- Estate planning
- Will planning
- Investment
- Legacy
- Planned giving
- Retirement Planning
- Wealth Management
- Investments
- Life Insurance
- Strategic Financial Planning
- Financial Planners
- Finance
- Insurance
- Financial Advisory
- Financial Planning
- Investment Advisory
- Financial Services
- Risk Management
- Portfolio Management
- Banking
- Investment Strategies
- Asset Allocation
- Coaching
Thomas Tan Summary
- Thomas Tan, based in Singapore, is currently a Wealth Manager and Legacy Planner at PFPFA & PFP Legacy. Thomas Tan brings experience from previous roles at Manulife Financial Advisers Pte Ltd, APX Financial, Summit Planners Pte Ltd and finexis advisory Pte Ltd. Thomas Tan holds a 1993 - 1996 Business in Business @ Nanyang Technological University Singapore. With a robust skill set that includes Estate planning, Will planning, Investment, Legacy, Planned giving and more. Thomas Tan has 2 emails and 4 mobile phone numbers on RocketReach.
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