ANDREA TAN

To all my clients who have trusted me all these years and are still believing in the quality of my work till today, no words can describe the gratitude I have for your trust in me. I would like to say a big thank you to each and every single one of you. It is you and your referrals of friends and family members to me, who have made it possible for me to be accorded membership into the MDRT club 2019.

ABOUT ME

I am an ex banker who worked in the HNW clientele space for wealth management. I came to Vision Advisory Group (VAG)to find work life balance.

For the first time in my 23 years of working life In the financial sector , I forgot how it felt like to be stressed. Did I find my work life balance here? No… Fortunately, with a big smile.
VAG is a multi channel Financial intermediary platform and I spend a large amount of my time thinking of how to mix different solutions available on the platform to address my clients needs. It allows me to be creative because we do not believe in singular financial intermediary models. Every time my client gives a big smile to the solutions I have mapped out to address their needs, it brings a flutter to my heart. All the long hours spent at my workstation thinking hard for them, are all made worthwhile.

It is a big lie to say that we are not gratified financially for the work done. But what goes beyond that is the priceless fact that I do believe I did my best researching for the most appropriate solutions for my clients. If you have a burning question to ask regarding your personal matters or simply want to have more insights about what we do, please feel free to connect with me.

Current Achievements : Personal Awards

Double MDRT qualification over 6 months

Awardee of double tickets to International conference 2019, Switzerland, Manulife FA

TOP 3 AVP /VP of the year 2019 award, Manulife FA

Top AUM 2018 for Navigator investment platform

July , Sep ( 1st runners up), Oct 2018 (top) in personal production ,VAG

Q3 and Q4 CEO luncheon for Top 20 producers, Manulife FA

 

Current Achievements : Leadership and Unit Awards

Outstanding leadership (for guiding new financial planners-Top recruit award), Manulife FA

New recruit was ranked 2nd runners up in VAG for full year 2018 with qualification to Danang trip and also qualified for MFA star retreat Bangkok 2019 under Top new recruits

Sep (1st runners up), Oct 2018 (top) for unit production,VAG

Past achievements:

Citibank

2005, 2006 -Top service excellence award, Citigroup quality excellence award

2004-2015 – multiple times awardee of Top RM for overall investments, unit trust, dual currency, Fx and insurance

2005-2015 – 11 times awardee of Citi Achiever’s club

2007-2009, 2011-2015- 8 times Awardee at Citi Regional chairman council (Top 3 percentile of RMs in Asia pacific region)

2009, 2010 – 2 times Hall of Fame Awardee (Top RM in Singapore for the year)

2015 – 2 times consecutive awardee of Citigroup power of one (Top 3 rms in Asia pacific) - Education

2016- The Wharton School-Certificate Global Wealth (Citi- Wharton course)

1993-1996 – Nanyang Technological University, bachelor’s degree, accounting