Winifred Tan - Financial Services

Winifred Tan - Financial Services

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The expertise you need & service you deserve! I'm your key to financial services in insurance, investments, education, retirement & business (GI/Group).

(Representative number: TZE300326276, representing Great Eastern Financial Advisers). Welcome to my page! I am a Chartered licensed Financial Consultant (ChFC) for life, health and general insurance, investment-linked and retirement in Singapore. I also have a CIPM Level 1 qualification and an IBF Advanced Level 2 Certification. https://go.greateasternlife.com/disclaimer

Are you a fresh grad who

Photos from Winifred Tan - Financial Services's post 25/10/2021

(Legit heaviest 2.5kg trophy ever, imagine carrying it from Pasir Ris to Jurong East 💦). Felt surreal to be awarded amongst the top in the industry in this 2nd APAC Congress - in terms of consistency, knowledge and ethics. I truly enjoy guiding and building portfolios, and for some, changing their habits and improving their finances~

P.s table can't squeeze all the trophies so I stacked them behind one another now they aren't really visible, but it's ok

22/05/2020

Received the International dragon award once again, for service excellence, professionalism and Good ethics. Thank you, my clients! Appreciate the journey with each and everyone of you, i Really enjoy helping you shape and improve your portfolios!

18/04/2020

Spot the new addition to my (idk maybe messy) desk! Heartfelt thanks to all my clients who've been trusting their financial mgt/portfolio to me, whether you're doing investments or insurance only, or both. Y'all always flatter say I mdrt pro/senpai, but my response has always been the same 'if there isn't your trust then I won't even be here in the first place :)'

Winifred (Zhi En) Tan, ChFC® - Executive Senior Financial Consultant; Chartered Financial Consultant (ChFC®); Premier Client Group - Great Eastern Financial Advisers Private Limited | LinkedIn 14/04/2020

New updates on my LinkedIn (Certifications/Qualifications)! More progress and better equipped in helping clients handle their portfolios!

Winifred (Zhi En) Tan, ChFC® - Executive Senior Financial Consultant; Chartered Financial Consultant (ChFC®); Premier Client Group - Great Eastern Financial Advisers Private Limited | LinkedIn View Winifred (Zhi En) Tan, ChFC®’s profile on LinkedIn, the world's largest professional community. Winifred (Zhi En) has 8 jobs listed on their profile. See the complete profile on LinkedIn and discover Winifred (Zhi En)’s connections and jobs at similar companies.

31/12/2019

Happy New Year! (And a good financial year ahead to y'all)!

18/09/2019

Another award yet again! Nothing beats the gratitude I have for my clients and their trust in me!

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