SYNERGY’s Insurance Product Advisory Committee (“IPAC”) consists of full-time financial planning practitioners who dedicate their time and effort in developing the company’s insurance and financial planning methodology.
Matching the right tailored solutions to each individual and organization’s needs is the committee’s forte. The committee meets regularly to review the latest market developments and insurance products as well as provide inputs pertaining to strategic product evaluation, analysis and research.
The committee assists SYNERGY to achieve strategic objectives in terms of the insurance business segment by coming up with new initiatives and support for life insurance, general insurance as well as corporate solutions. Notably, our proprietary Synergy Product Evaluation Analysis & Research (“SPEAR”) which shows a comprehensive comparison and ranking (where applicable) of the plans in the respective life insurance product categories, has elevated the level of professionalism of our advisers in terms of insurance and financial planning.
Product and Advisory Manager
IBFA, CFP®, AFC®
Jim has been in the financial services since 2007. He is a Certified Financial Planner (CFP®) by Financial Planning Association of Singapore (FPAS). CFP® is the highest standard in financial planning industry and is internationally recognized which display high level of competency, ethics, and professionalism. Jim also earned a professional designation of Associate Financial Consultant (AFC) by Insurance and Financial Practitioners Association of Singapore (IFPAS). Jim is certified IBF Advance (IBFA) by Institute of Banking & Finance. He is also current pursuing a specialist Diploma in Life Insurance (DLI) with Singapore College of Insurance. Jim is also studying a modular course on introduction to actuarial science with Australian National University.
Jim lead the Products and Advisory Support (Life Insurance) for the company and is often being invited by insurers to discuss about product development and enhancement. The team formulated and created an unique proprietary multidimensional comparison approach to the competitiveness of the life insurance products in their range of products.
Jim is currently committee member of Certification and Examination Committee for FPAS to ensure the standard of CFP is of the gold mark standard in the field of Financial Planning. Jim is also providing pro-bono MediShield Life Consultation at various community centres as part of initiative with IFPAS. Jim was invited to be a trainer and mentor for some of the WDA workshops. Jim was invited to seminars and dialogues session as a speaker to share on risk management, investment and retirement issues on both public and private events.
Jim has been an active volunteer in various organisations and events such as 28th SEA Games 2015, The Boys’ Brigade, NLB, MINDS, SADeaf, old folks’ homes, Singapore 2010 YOG, Meet-the People Session, etc, since 1995.
CWMP™, IBFA, ChFC®, CLU®, AEPP®
Tynn specialises in risk and wealth management for individuals and corporate clients. Currently, she is SYNERGY's Deputy Director (Financial Advisory) and sits on SYNERGY’S Insurance Product Advisory Committee.
In order to continuously better serve her clients, Tynn constantly aligns herself with industry standards. Over the years, she attained Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Certified Wealth Management Professional (CWMP™) professional designations and also holds an IBF Advanced Certification issued by the Institute of Banking and Finance (Singapore). In addition to recommending general financial planning strategies, Tynn is also a certified Associate Estate Planning Practitioner (AEPP®).
Tynn is committed to fulfilling every client's unique financial needs. Her dedication is recognised through achieving multiple awards, including the prestigious Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®.
Through various public, client appreciation and corporate seminars, Tynn also shares her passion, knowledge and industry experience.
You can count on Tynn to advise individuals and corporations on a wide spectrum of financial services with great competency & professional dedication.
An Associate Director in Synergy Financial Advisers and a member of SFA’s Product Advisory Committee for General Insurance and Employee Benefits, Edmund has a demonstrated history of working in the financial services industry. Over the years, he has accumulated experience in Personal Insurance, Asset Management, Retirement Planning, Reinsurance, Investment Advisory, Estate Planning, Employee Benefits, Keyman, and Commercial or Business-related Insurance.
After graduating with a BSc in Management, Edmund began his career in the financial industry in 1999 as a trainer. Since then, he has been through roles involving agency development, product development, bancassurance and reinsurance for life insurance. His last corporate role was as a General Insurance Specialist (with underwriting authority) in a local bank supporting the Relationship Managers from SME banking.
Edmund has attained professional designations of Associate, Annuity Products and Administration (AAPA™) and Fellow, Life Management Institute (FLMI®) from Life Office Management Administration (LOMA®, USA). He has also recently attained the designation of Certified Wealth Management Professional (CWMP™) from the International Academy of Business and Financial Management (IABFMTM).
AEPP®, AFPCM, MFA
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.
ChFC®, AEPP®, ARIA
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.
ChFC®, CWMP™, IBFA, AEPP®
Senior Relationship Manager