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Multilingual Financial Consultant

Erly Shia Tan

REP No.: EST300399744

Financial Consultant

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* English *

* 华语 *

* Bahasa Indonesia *

* Bahaso Palembang *

 

An individual driven by strong beliefs that, at whichever stage of life my clients are, I will guide their financial planning journey with the 3Cs:

| Care |

| Clarity |

| Confidence |

 

With a strong background in paraplanning, I have had the privilege of supporting both expatriate and local financial advisors in Singapore, assisting serve a diverse clientele of both foreigners and Singaporeans, and held the positions as:

  • Client Services Manager at Global Financial Consultants Pte Ltd (GFC) (Singapore)
  • Senior Wealth Planning Manager at DBS Bank (Singapore)
  • Client Advisor at The Astute Parent Pte Ltd (Singapore)

 

These roles have equipped me with a comprehensive understanding of wealth management, allowing me to provide a more comprehensive financial advice tailored to clients’ long-term goals.

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