Karen Tan Email & Phone Number

Karen Tan is Associate Director of the GEMS Division, one of the pioneers of IPP Financial Advisers Pte Ltd, an Singapore SME 500 company.Karen is equipped with more than 25 years of experience as a professional Financial Adviser. She has been working with clients in financial planning, estate planning and investment advisory. In the span of her work, she serves CEOs of Public Listed Companies, Investment Bankers and Award-winning business-owners. She has been consulted by various media regarding financial concerns, including Channel News Asia, The Straits Times, Lianhe Zaobao and Berita Harian. For corporate work, Karen has assisted MNCs and SMEs in crafting and sourcing the best employee benefits & commercial insurance solutions with cost efficiency. She previously served as Accredited-Trainer for the PSB-Academy Financial Workshops and an Accredited-Consultant for Enterprise Development Centre of the Associations of Small & Medium Enterprises (EDC@ASME) for the Financial Programs.

Listed skills include Financial Services, Portfolio Management, Retirement Planning, Wealth Management, and 9 others.

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  Associate Director | Gems Advisory Group

  Ipp Financial Advisers

  Jan 2000 - Present - Singapore

  As a pioneering practitioner of financial planning with IPP, Karen's passion for helping individuals and families attain financial freedom has brought her to work with successful professionals, CEOs and award-winning business owners over the past 23 years. It is this very passion that has driven her to plan independently for her clients. Her work has won her annual industry and company awards for the past 15 years. Her work includes wealth management in investment and insurance portfolios, trust & estate planning and business succession planning.