Timothy Tan

About Timothy

As a Senior Director, Timothy spent over 16 years leading and developing teams, passionately helping safeguard our most valuable asset—human capital. Having qualified for IDA and being an MDRT Life Member with TOT and COT honors, he combines proven leadership with deep financial expertise to mentor advisers and drive sustained growth. Known for fostering a collaborative culture and long-term relationships, he views his role as creating not only financial security but also empowering others to make a lasting difference in their clients’ lives.

Accolades:

ChFC