Joanna Tan

AEPP®Senior Relationship Manager

Joanna Tan graduated with a Bachelor in Banking & Finance and Marketing with First Class Honours from Nanyang Technological University.

Having been in the Financial Advisory Industry since 2012, Joanna strives to create value and pursues the best practice for her clients. She is a Certified Estate Planner and is known by her clients for her Estate Planning Services. As a passionate and analytical person, Joanna works with the Products and Advisory Support Team to conduct various product research and comparison work.


Mr DL

Mr Delwynn Lee
Accountant

"I found Joanna to be the perfect adviser for my financial planning. Knowing her since our university years, I found her to be sincere and passionate in her service delivery. She spared no expense in going through the details and I liked the rigorous approach that Synergy takes regarding wealth planning. Although a finance professional myself, she had helped uncovered blind spots that I didn't realised existed. If you are in need of an adviser, you wouldn't go wrong with my good old friend here."

Mr C

Mr Cevik

"A very professional and organised person. She knows her profession. We met quiet a few times to find the best match for our needs. We are happy now. We have met other people to help us but didn’t feel comfortable as they were only focusing on selling you what is best for them. I am happy that we met you Joanna. Thanks Charlene for introducing us."

Ms C

Ms Chris

"My husband and i contacted Joanna after reccomendation from my sister. We found Joanna to be very approachable and knowledgeable. I was not very sure what exactly I needed in order to start to build my estate planning and I particularly found Joanna to be very patient and detailed in explaining her reccomendations. Highly recommend to work with her!"

Mr C

Mr Choo
Assistant Manager

"Dedicated, detailed and task-oriented. Joanna excels in her craft and goes beyond her scope of work to provide holistic financial counsel and advice. She is an excellent communicator and is completely transparent in her methodologies. Ultimately, Joanna is a trusted subject-matter expert and will work with you to achieve your financial goals."

Ms S

Ms Siti
Library Officer
MDIS

"I got to know Joanna from a friend who recommended her to me as I was looking for a reliable financial advisor. Joanna communicates well and understands my financial needs. Everything was transparent. Her comparisons were thorough and detailed. She also uses clear strategies which helps me in choosing the right plans for my financial needs and I highly recommend Joanna whenever possible."

Mr. Y

Mr. Yap
Finance Manager

"Joanna is a detailed person. She reviewed my existing insurance policies thoroughly and shared with me the gap. She recommended financial products to me without pushing to close the deal. She is a great estate planner and I had a pleasant experience dealing with her."

Ms C

Ms Charlene

"Joanna is a professional and knowledgeable advisor. She recommended financial products that were suitable for me and pointed out areas that might be lacking in coverage . Also, she made a constant effort to remain objective when it comes to comparing with rival policies and their coverages. Thank you for your great work!"

Ms C

Ms Charissa

"Joanna helped my husband and I through our estate planning and advised us on our insurance. She is detailed and attentive to our concerns, and provides excellent advice! Joanna's service goes beyond my expectations as she goes the extra mile to address our concerns. She is the financial adviser I would reccomand to my friends and family."

Ms WE

Ms Wei Ee

"Joanna has crafted a detailed estate planning report and portfolio based on my lifestyle needs and expectations. Through this entire process, I’ve gained valuable insights about my finances and the various ways to be prepared for the future. It has been an amazing experience and thumbs up for your professionalism."

Synergy Financial Advisers Pte Ltd

229 Mountbatten Road
#03-30 Mountbatten Square
Singapore 398007
Main Line: +65 6654 1888
Fax: +65 6654 1887

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