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Creating Ownership for individual's financial planning via Bite size Knowledge & Fundamental Financial tools.

Tan Mern Hau Francis AWPᶜᵐ

REP No.: TMH300027570

Financial Advisory Manager

As a Financial Advisory Manager with Financial Alliance, I engage with individuals from all walks of life, from residents to business owners. By empowering them with specialised financial knowledge, I help them take ownership of their financial decisions.

My approach to managing clients’ portfolios is deeply client-centric. I focus on wealth accumulation through investments and endowment tools, always incorporating client feedback to ensure their financial goals are met.

In addition to offering professional financial advice, I conduct training sessions, company briefings, recruitment campaigns, and various sales drives. I was also a guest speaker for AXA Life at their 2016 annual conference.

 

Years of Experience in Financial Industry
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Clientele
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MDRT
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Testimonials

Francis and I knew each other through scuba diving. And I have been his faithful client since he made his career switch to the financial planning business. He is a wise and responsibly person and he is the perfect person that you can trust to handle your financial planning. All insurance products are somewhat same regardless the branding, what matters is the person that handles it. Trust that Francis will be there in time of your needs.

Kelly Grace (蔡焱娉) CHUA

A People Person

Mern Hau as we knew him then, has a friendly and personal attribute. He was well liked by both his seniors and peers. His cheer never faded even during tough times and was always on call to help. A very positive and quietly impactful personality. It is with definite certainty that these has seen him to what he is today, successfully helping people through lifelong investments. Now Francis, is a friend that I trust and from recent postings on FB, finding him a little bit of a romantic. Nice touch for what you did for your wife. Nonetheless, I will recommend Francis to anyone who needs his advice and help.

Augustine Teo

Senior Consultant at Freelance, self-employed

Proactive, highly motivated and positive individual. Good analytical skill and able to communicate clearly and effectively. Team player and ability to lead the team to greater height.

Sam Pang

Samwoh Group of Companies

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