TAN JING XUAN JUDITH

JUDITH TAN

KOH POO KWEE ORGANISATION
ASCENDANCE WEALTH MANAGEMENT GROUP

A financial consultant for almost 2 years now, I was a business and communications student venturing into marketing but was introduced to the financial advisory industry by my IO, PK.

Spreading the knowledge

I never planned to become a financial consultant. Rather, it was to develop financial literacy for myself, and later move on to a more stable desk job while I do my financial planning. However, I fell in love with every aspect of the job, and how I would be able to impact the lives of the people around me by sharing this knowledge, and that is what made me stay.

Changing lives

I stay motivated as a financial consultant knowing that the work that I do will change at least 1 person’s life at a time, and that is what gives me career satisfaction.

The hardest step is the first step

If you are genuine in helping others, and want something more for yourself rather than a mundane life, this is the career for you. If you are hesitating, my advice is to just do it because the hardest step is always the first step. You never know how much better life can get after this first step.

Accolades

AIA FA Prestige Club (Gold) 2024

AIA FA Prestige Club (Platinum) 2023 and 2022

AIA High Net Worth Prestige Club (Senior Personal Wealth Manager) 2023 and 2022

Million Dollar Round Table 2023 and 2022

International Dragon Award – Bronze Dragon Award (Agent Category) 2022

100 IDA Team Award 2022

Diploma in Personal Financial Planning (DPFP)

Institute of Banking and Finance Qualified (IBF)

Advanced Bachelor of Science (2nd Upper Class Honours) in Business Management with Communications

TESTIMONIALS

Akina Ng

Judith is such a responsible and sweet FA! Always checking in w me on how I’m doing and following up w me on cases that were already closed from previous iterations. Also ensuring that I’m making smart and effective financial decisions.

Get in Touch

I look forward to your enquiries and appointment.
Please leave your contact details and message for me below.

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1800 248 8000

 

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