Summit Planners Pte Ltd
Teresa Tan has a strong background in financial services, with their most recent position being Vice President of Financial Services at Manulife Financial Advisers Pte Ltd. In this role, they prioritized clients' needs and provided access to a wide range of insurance, investment, and retirement solutions.
Before joining Manulife, Teresa worked at Dunn & Partners as a Team Coach, People Developer, and Mentor. This branch represented Summit Planners Cluster, where they provided financial planning solutions and built enduring relationships with clients.
Prior to that, Teresa was the Vice President at Summit Planners Pte Ltd, where they worked with professionals and institutions to provide business and financial solutions to clients of all sizes.
Earlier in their career, Teresa served as a Financial Services Manager at AIA Singapore and as a Senior Regional Manager at BASF.
Teresa Tan pursued a Bachelor of Accountancy at Nanyang Technological University Singapore. Prior to that, they completed their GCE A Levels with a focus on Science at Victoria Junior College. Furthermore, Teresa has obtained several certifications including Associate Estate Planning Practitioner from EPPL (Estate Planning Practitioners Limited), Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC) from FPAS (Financial Planning Association of Singapore), and Charted Accountant from the Institute of Singapore Chartered Accountants (ISCA).
Summit Planners Pte Ltd
“There is no room for fear at the peak of success. We are here to help you scale the summit.” Taking root in 1994, Summit Planners is a revolutionary concept hatched by four far-sighted individuals with a shared vision. Summit Planners Pte Ltd is one of a few in Singapore to offer one-stop integrated financial services to both business owners and individuals. Our services include Accounting, Corporate Secretarial and Tax Services, Banking and Finance Consultancy, Corporate Risk Management, Estate Planning and Trust, Financial Planning, General Insurance, Real Estate, Training and Publications, Wealth Management, Employment Services and Medical Concierge Services. Through our unique platform, our advisers are able to provide the client with a complete financial planning solution, ranging from Debt Planning, Investment Planning, Retirement Planning, Risk Management Planning, Education Planning, Estate Planning, Cash Flow Planning and Tax Planning.