YENN TAN

MATTHEW CHEW ORGANISATION
ADVISORS ALLIANCE GROUP

I was previously part of an accelerator programme as a budding entrepreneur, but ultimately decided to join the financial services industry as I found the job meaningful, and directly impacts the lives of the people around me.

Since I entered the field almost a year ago, I have achieved my first Million Dollar Round Table membership and International Dragon Award 2020 – Bronze Dragon Award. I am also a member of the AIA Financial Advisers Prestige Platinum Club 2020.

 

The onus is on us to do a proper job.

That’s why we should always possess integrity. Our clients trust us and their money is also placed with us, and therefore we carry a heavy responsibility to do our job right and deliver the promises we made with them.

 

In for the long haul.

Even though I am still relatively new in the industry, I see this as a long-term commitment as our relationship with our clients are a marathon, not a sprint. Eventually, the goal is to be able to build a mega agency where I can groom the next generation of financial consultants who have the same hunger for success as me.

 

Most importantly, be enthusiastic!

Financial consulting is not an easy job, and optimism goes a long way into building a lifelong career out of it. You need to remain enthusiastic even when you face a multitude of rejections throughout your career, because trust that the ups will always outweigh the downs.

Accolades

AIA FA Prestige Club (Titanium) 2024, 2023 and 2021

AIA High Net Worth Prestige Club (Personal Wealth Manager) 2024

AIA High Net Worth Prestige Club (Senior Personal Wealth Manager) 2023 and 2022

AIA Centurion Club 2022

AIA FA Prestige Club (Platinum) 2020

Million Dollar Round Table 2024, 2023, 2022, 2021 and 2020

International Dragon Award – Bronze Dragon Award (Agent Category) 2024, 2023, 2022, 2021 and 2020

100 IDA Team Award 2024, 2023, 2022, 2021 and 2020

Associate Financial Planner (AFPCM)

Associate Estate Planning Practitioner (AEPP®)

Get in Touch

I look forward to your enquiries and appointment.
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Email

connect@aiafa.com

 

Phone

1800 248 8000

 

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