Jeffrey Tan
Senior Deputy Director at Synergy Financial Advisers Pte Ltd- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Singapore, SG
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Experience
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Synergy Financial Advisers Ltd
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Singapore
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Financial Services
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200 - 300 Employee
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Senior Deputy Director
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Mar 2022 - Present
I feel fortunate to be in the industry which allows me to be involved in adding value to clients by increasing their monthly cashflow through passive income, ability to retire without using the asset draw down method as well as leaving a legacy using customized solution. I am currently in the process of enhancing my GREAT team with same values and achieving financial freedom at the same time.
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Business Manager
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Feb 2014 - Jul 2022
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Financial Planner
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Mar 2005 - Oct 2013
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Education
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University of Bradford
Bachelor’s Degree, Business Management
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