TAN YU GUANG JUSTIN

JAMIE TAN-SUNNY YAP ORGANISATION
ADVISORS ALLIANCE GROUP

I was formerly a cabin crew with Singapore Airlines. The aviation industry was hit hard during the COVID-19 pandemic, and this was when I also picked up learning about my finances and started to have an interest in financial advisory. I could see it would be a rewarding career journey so I made the career switch in 2021.

The most rewarding moments in my career are when my clients are assured and grateful to me when they benefit from my planning and how I have educated them in terms of personal finance to know that they have everything in place. Having the ability to truly impact lives is my main motivator. I have come to realise many people truly want proper financial planning but do not have the knowledge and do not know where to start.

My greatest inspiration has always been my organisation and the leaders leading and grooming us. Always having the same common goal and vision to revolutionise the industry and serve clients on proper financial planning. While we benefit others by helping them with financial planning, we concurrently build better lives for ourselves by being able to give back to our loved ones and providing them with more opportunities to let them have a better life.

I think being a FC is an evergreen role. The rise of AI or technology is something that will help us in our advisory process, however, it can never replace the human touch needed when clients are looking to do financial planning. Besides giving financial advice, I am also an adept listener and a pillar of support to my clients. I build relationships with my clients and the structure of this business enables us to know more about our clients’ lives and their backgrounds.

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

TESTIMONIALS

Jun Hao

Working with Justin has been a game-changer for me. He is incredibly knowledgeable, responsive, and committed to helping clients achieve financial success. I highly recommend Justin to anyone looking for a financial consultant they can trust.

Xuan Zheng

I am thrilled to share my experience working with Justin, a financial consultant who has helped me navigate the complexities of personal finance with ease and expertise. When I first met Justin, I was feeling overwhelmed and unsure about my financial future. But from our very first conversation, it was clear that Justin had a deep understanding of the financial landscape and a genuine interest in helping me achieve my goals.

Get in Touch

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Email

connect@aiafa.com

Phone

1800 248 8000

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