TAN JUNHENG BRIAN

BRENDAN PHUA-RAY TAN ORGANISATION
ADVISORS ALLIANCE GROUP
I have always had an entrepreneurial spirit and the desire to build something from the ground up. A buddy from my youth introduced me to the idea of pursuing financial advisory and he explained how it presents the opportunity to build a successful business for myself while also assisting those in one’s immediate community with their financial matters through the use of sound planning principles. I was convinced and in 2021 made the career decision to become a financial adviser.

My goal is to build a group of three hundred young, hungry and competent advisors. I want to be able to help other people change the path of their lives the way that my friend did for me, and at the same time, we will be able to help more people with proper financial planning. The most important trait I look for in a potential FC will be them being coachable. For anyone new to the industry, my advice is to be a sponge. As a new FC, you don’t know what you don’t know. Absorb as much as you can from your seniors on how to be a competent advisor.

Determination and consistency are the traits that are necessary to find success in this job. Being in the financial advisory business is simple but not easy. There will be rejection, we need to know why we are doing this and continue doing our daily honest job to achieve what we need to achieve.

As tiring as it gets, what motivates me to continue working hard is my family. My family drives me to become a better human being and I want to give back to them as fast as possible. My mentor, Boss Ray, is my greatest inspiration. He is always teaching us and reminding us to put people first in our line of work, and teaching us how we can make the lives of our fellow men better.

Accolades

AIA FA Prestige Club (Titanium) 2024 and 2023

AIA High Net Worth Prestige Club (Senior Personal Wealth Manager) 2024

Million Dollar Round Table 2024 and 2023

International Dragon Award – Bronze Dragon Award (Agent Category) 2024

Get in Touch

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