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Strategic Path towards Financial Freedom

Tan Book Lian Ivy

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REP No.: TBL100052165

Associate Director

Associate Director, Financial Alliance Pte Ltd
Since 2007 – Present

With over three decades of experience in the financial services industry, I began my journey in the Life Insurance sector in 1990. Since 2007, I have served as an Associate Director with Financial Alliance Pte Ltd, a progressive and client-centric financial advisory firm in Singapore. Our organization is committed to delivering unbiased, high-quality financial planning solutions for both individuals and corporate clients.

Throughout my career, I have remained passionate about helping clients achieve clarity and confidence in their financial lives—focusing on wealth protection, wealth accumulation, and retirement funding strategies. My approach is deeply rooted in understanding each client’s unique financial situation and aspirations before offering well-considered, tailor-made solutions.

I firmly believe that long-term relationships and mutual trust are the foundation of successful financial planning. My clients consistently value my competence and integrity, which is why many continue to refer their loved ones and friends to me.

Beyond serving clients, I am equally passionate about mentoring and developing aspiring financial advisors. It is my goal to help dedicated individuals succeed and thrive in this rewarding industry

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