Joshua Tan Email and Phone Number
Joshua Tan work email
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Joshua Tan personal email
Hi, I’m Joshua, and I am on a mission to build, coach, mentor young Talents in the financial services industry.With over 3 decades of experience in the financial services industry, I currently focus my business on Nexus Mgt International, where my passion in innovation allows me to be a Financial Architect in helping people to plan their Distribution and build their Financial Dreams.At Nexus, our core expertise is in comprehensive estate planning services. This includes pioneering strategies in wills and trusts that not only provide our clients with peace of mind but also secure their legacies for generations to come. By collaborating with a dedicated team of experts, I ensure that our services set new industry benchmarks in client satisfaction and long-term security.Beyond my role at Nexus, I serve as AVP at Manulife Financial Advisers Pte Ltd, where I lead a team of Financial Services Consultants specializing in Personal Retirement, Estate Planning, and Business Owners Succession Planning. My career also includes a successful tenure as High Net Worth (HNW) Financial Services Associate Director at AIA Singapore, where I contributed to the AIA’s top rankings through innovative sales training and business consulting.This has opened doors for me in Speaking, Training, Coaching and Mentoring – within and beyond the Financial Services industry.My commitment to continuous learning is reflected in my numerous qualifications, including an MBA in Strategic Wealth Management and certifications as a Certified Financial Planner (CFP®) and Certified Wealth Manager (CWM®). I am also passionate about mentoring the next generation of financial professionals, which I fulfill through my role as an educator for the Financial Planners Association of Singapore.Whether navigating the complexities of international management at Nexus or guiding clients, team & coachees through their financial journeys, I am driven by a commitment to excellence and a desire to make a lasting impact in the financial services industry.Apart from work, I am a Catholic by Faith, and I currently serve as a Head of the Hospitality Ministry at the Church of the Holy Cross, Singapore.Connect with me & coffee/tea on me!
Summit Planners Pte Ltd
View- Website:
- summitplanners.com
- Employees:
- 160
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Managing ConsultantNexus Mgt International Pte Ltd Aug 2018 - PresentSingaporeAt Nexus Mgt International, I lead with a passion for empowering clients and teams through tailored financial solutions and strategic guidance. With over 30 years in the Financial Services Industry, my role centres on five key areas:1. Expertise in Estate Planning: I specialize in creating comprehensive estate plans, including wills and trusts, that secure clients' legacies and provide long-term peace of mind.2. Agency Restructuring and Development: I design and implement restructuring strategies for sales agencies, enhancing operational efficiency and driving sales growth.3. Individual Financial Architectural Design: I craft personalized financial plans that align with clients' unique goals, helping them build and achieve their financial dreams.4. Business Succession Planning: I guide business owners through succession planning, ensuring smooth transitions and the continuity of their enterprises.5. Mentorship and Training: I am dedicated to mentoring and training financial advisors, equipping them with the skills and knowledge to excel in a rapidly evolving industry.My approach at Nexus is rooted in a blend of strategic insight and hands-on leadership, delivering impactful solutions that drive success for both clients and advisors.
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Vice President Financial ServicesSummit Planners Pte Ltd Jun 2021 - PresentSingapore, SingaporeInspired by an extraordinary vision and created in December 2000, Summit Planners is an avant-garde organisation that works in conjunction with professionals and institutions to provide clients with business and financial solutions.At Summit Planners, we strive to provide our clients with customised solutions from our suite of services to match not only the size of their organisation, but also their ambitions. From sole proprietorships to corporations, and from individuals to families, their trust in our services and our partners have enabled us to grow from strength to strength.We know what it is like to pursue a dream. For a dream to have a chance to come true, one needs a Plan. At Summit Planners, one can count on us to help achieve those goals in life, and plan the route towards the summit.
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Assistant Vice PresidentManulife Financial Advisers Pte Ltd Jun 2021 - PresentSingaporeAbout Manulife Financial AdvisersAt Manulife Financial Advisers, we are committed to putting our clients’ needs first.Our clients will enjoy access to a wide range of solutions from Manulife as well as other trusted partners to meet their insurance, investment and retirement needs.Backed by Manulife Singapore, a leading Canadian-based financial services group with principal operations in Asia, Canada and the United States, we are well-positioned to offer distinctive advantages with the flexibility of a financial advisory firm, as well as the strong governance and financial backing of an international financial services group.Based in Singapore, Manulife Financial Advisers is licensed and regulated by the Monetary Authority of Singapore (MAS).Written HistoryAs one of the most dynamic financial advisory firms in Singapore, we have grown from a united team of 200 in 2015 to a current strong team of more than 1400. Our vision is to be the most professional financial advisory firm in Singapore and the region, with financial services consultants that place their clients’ needs at the centre of everything they do.Living LegacyDriven by a mission to provide professional advice and customised financial solutions, we focus on placing our clients' needs and interests first. We strive to become the most trusted and reputable financial advisory firm in Singapore, recognised for our quality advice and service which will enable us to enrich the lives of many in years to come. -
Director - Business Development & TrainingHeartzmail Pte Ltd (Headquarter.Io) Feb 2018 - Jul 201860 Paya Lebar Road #06-53 Paya Lebar Square Singapore 409051Epilabs will be a Software R & D Bedrock and Holding for Software as a Service (SaaS) Company. Our main engine is where I am situated, the Heartzmail Print Queue API for Greeting Cards, which powered the Headquarter.IO, Client Engagement System and Snapost, Ad-Driven free postcard with global footprint as the throttle.We are currently focusing on the Financial Services Industry and we can replicate it to other industry, with our list of Tech, Marketing and Sales Insights from our combined years of experience. Please do not hesitate to contact me at: 9852 5996 or joshua@heartzmail.com and preview me at joshua.assured.sg or headquarter.io.
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Financial Services Associate DirectorAia Singapore Pte Ltd Sep 2004 - Feb 2018SingaporeJoshua Jimmy Tan is a Financial Services Associate Director at AIA SINGAPORE PRIVATE LIMITED. Prior to his management role, Joshua is a Financial Services Consultant who also oversaw all sales training, coaching and business consulting operations for his District Director from 1998 till present. His visionary and innovative directions fuelled growth and assisted the District to become Top 10 in the company for 3 consecutive years. Joshua's knowledge in Financial Services Industry and Technology application helped modernize the business workflow of many Financial Consultants. His Passion for Legacy Planning and Trust took him to provide High Net Worth (HNW) Legacy Services, Will Planning Services and Trust for clients and referrals. ACHIEVEMENTS:Top New Manager for A&H - FYP and Total Premium (2005)HNW Financial Services Associate Director with HNW Prestige Club (2014)Qualifying Member of the Million Dollar Round Table (MDRT) (2001, 2005 - 2006)Founding Member of the American Eagles Club (AIG)International Dragon Award (国际龙奖) - Bronze – 2005Qualified Premier Agent Club (PAC) (2001 - 2003, 2005)Qualified Superstar Club (SSC) (2002, 2014)Qualified Million Dollar Club (MDC) (1999 - 2001, 2003 - 2005, 2012, 2016 - 2018)Consecutive Convention Qualifier (1998 to 2005) -
District Trainer Cum Financial Services ConsultantAia Singapore Pte Ltd Jan 1998 - Sep 2004North West, SingaporeDistrict Trainer cum FSC for 4 years before resigning as the District Trainer and concentrating on being a FSC.
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Director Sales OperationsSmp Electronics Pte Ltd Jan 1995 - Dec 1997SingaporeHelp develop and improve Palmtop based Sales Illustration Application. Successfully launched in AIA Singapore and NTUC.
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District TrainerAmerican International Assurance Company Limited Jun 1991 - Dec 1994SingaporeDistrict Trainer for a Top 10 District in AIA
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Agency TrainerAmerican International Assurance Company Limited Jul 1990 - May 1991SingaporeAgency Trainer for a District in AIA
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Agency TrainerGreat Eastern Life Dec 1989 - Jun 1990SingaporeAgency Trainer for a Group in Great Eastern Life
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Insurance AgentPrudential Assurance Limited Sep 1987 - Sep 1989SingaporeAchieve Club Qualification
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Battery Sergeant Major (Bsm) Singapore Air Defense Artillery (Sada)Royal Singapore Air Force Sep 1980 - Sep 1987SingaporeEnlisted in 1980 and after 3 months Basic Military Training in Sembawang Camp, continued to Pasir Laba Camp for NCO Training and 3 SADA for Specialist Training. After Specialist Training, became Operational as the Security NCO in HQ SADA. After 2 years, signed on as a Regular for 5 years and was trained as Tactical Control Assistant in 163 SADA. After completion of the course, was promoted to Battery Sergeant Major (BSM) for the 1st Battery - Alpha Battery and sent for a Live-Firing Exercise in Sweden.Have achieved Top Trainee for all courses and trainings after BMT and was awarded National Servicemen of the Year 1992 by RSAF and recipient of Top WITs Award representing RSAF for designing and development a Recall Paging System.
Joshua Tan Skills
Joshua Tan Education Details
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International University (Vienna)Strategic Wealth Management -
Stamford CollegeCambridge Advanced Level
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Victoria SchoolCambridge Ordinary Level
Frequently Asked Questions about Joshua Tan
What company does Joshua Tan work for?
Joshua Tan works for Summit Planners Pte Ltd
What is Joshua Tan's role at the current company?
Joshua Tan's current role is Shaping Financial Goals & Strategic Consulting | Specializing in Estate, Financial & Succession Planning | Expert in Agency Restructuring | Divorce Advisory | Speaker, Trainer, Coach & Mentor | 30+ Years of Expertise 📈.
What is Joshua Tan's email address?
Joshua Tan's email address is jo****@****.com.sg
What schools did Joshua Tan attend?
Joshua Tan attended International University (Vienna), Stamford College, Victoria School.
What are some of Joshua Tan's interests?
Joshua Tan has interest in Social Services, Economic Empowerment, Education, Science And Technology, Disaster And Humanitarian Relief, Health.
What skills is Joshua Tan known for?
Joshua Tan has skills like Insurance, Customer Service, Strategic Financial Planning, Commercial Insurance, Wealth Management, Life Insurance, General Insurance, Health Insurance, Strategic Planning, Property And Casualty Insurance, Business Strategy, Management.
Who are Joshua Tan's colleagues?
Joshua Tan's colleagues are Evon Tay, Sally Toh, Nethan Chew, Hang Sheng Lim, Haha Long, Leonard Lim, James Loh.
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Joshua Tan
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Joshua Tan
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Joshua Tan
Change Leader | Digital Transformation (Agile Coach, Scrum Product Owner®, Six Sigma™)Singapore3gmail.com, microsoft.com, scskap.com
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