Daniel Y N Tan

I have been in financial services since 1997. Our team specializes in:
• Legacy Planning for Individuals and
• Business Succession for Companies.
Here are my educational and professional qualifications:
 Masters of Business Administration with Distinction (University of Roehampton, London, UK)
 Associate Estate Planning Practitioner AEPP® (SWWEEP, UK)
 Institute of Banking & Finance Advanced (IBF, Singapore)
 Certified Financial Planner CFP® (FPSB, US)

Besides managing my team, I'm an entrepreneur and angel investor in private equity. In 2012, I started a travel company specializing in cycling tours and it was awarded the ‘Best Tour Experience’ by the Singapore Tourism Board in 2019.

My opinion is widely sought and I have been featured on Straits Times, Business Times, Lianhe ZaoBao. Channel 5, ChannelNewsAsia and various other publications.

Lecturer & Platform Speaker
Equally comfortable on stage or camera, I have spoken on many platforms and been featured in various online and offline media. I am also an adjunct lecturer for professional financial courses and undergraduate degree programs.

Actor, Volunteer, Philanthropist
I enjoy acting whenever time permits and have appeared in TV dramas, short films, online videos, commercials, etc. To give back, I am honoured to serve on my school’s advisory board and support needy students through bursaries. I have also pledged over 90% of my estate to my trust, which will contribute to selected charitable organisations.