Biography

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 Marcus Lee

Professional at Singapore Health Services

Throughout our financial planning journey, Joanna has always had my wife’s and my interest at heart. Her services are excellent, trustworthy and personalised!