Tan Jun Qi

Tan Jun Qi

associate director

ARIA, 

ChFC®, 

AEPP®

Biography

Junqi has been in the financial industry since 2011. Having attained professional qualifications of Chartered Financial Consultant (ChFC®) and Associate Estate Planning Practitioner (AEPP®), she is determined to value add to her clients through upgrading and learning from the industry experts.

Junqi believes in providing holistic financial planning solutions for her clients from an independent point of view. With her experience in the field, she is able to provide inputs from both the practitioners' and customers' view to Synergy Financial Advisers' Insurance Product Advisory Committee, which greatly assist in the multi-dimensional approach in the comparison of products.

Mr Fitzkhoon Liang

Hon Sec Gen at Singapore Life Saving Society

Jun Qi has been an outstanding advisor to the Singapore Life Saving Society. She has gone above and beyond in reviewing our insurance needs, ensuring that we receive the best possible coverage and deal. Her thoroughness, professionalism, and attention to detail have been exceptional, and she consistently provides clear, comprehensive advice that helps us make informed decisions.

I highly recommend Jun Qi for any organization seeking a dedicated and knowledgeable financial advisor who always puts the client’s best interests first.

Ms Shima

Doctor

Junqi is very approachable and responsive and responded to my multiple queries on the policies to ensure that I get the appropriate ones. She recommends policies which are targeted to one’s needs and not too excessive. I finally stopped shopping around after engaging her. Thanks Junqi!

Ms Susanna Tan

Piano Teacher

Junqi has been the most helpful and caring adviser. I got myself into a most unfortunate accident this year, Junqi was efficient in submitting my claims and always checked back to ensure I was recovering well.

She keeps us up to date whenever an insurance plan that serves us better comes along, be it with higher coverage or cheaper premium. At the same time, providing us with ample time to think it through before committing.

I can always trust her with our insurance needs. I have recommended Junqi to my family and friends and I hope more will enjoy Junqi's service as much as I do.