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.
ChFC®, CLU®, IBFA
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.
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
MFA, CFP®, ARIA