Tan Thomas, CFA, is the Head of Investment Marketing at AIA, focusing on providing comprehensive marketing and investment support to institutional clients. With over 20 years of experience in wealth management, Tan has held various roles including Assistant Director at the Monetary Authority of Singapore and co-founder of Pinnacle Wealth Academy. They are a passionate educator, dedicated to enhancing the financial industry through advisory and training, and they firmly believe in the principles of asset allocation and portfolio management. Tan holds a Bachelor of Business Administration with Distinction in Finance from RMIT University.
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