Portfolio

Hi, I'm Ziwei Sandy Tan, a Senior Financial Services Manager from Aviva Financial Advisers.
I joined the industry in April in 2013 after graduating from NUS with a Psychology bachelor degree. 

I'm a Wealth Strategist who help the people I work with allocate their assets strategically and systematically into different asset classes to optimize their portfolio.

I'm a happy Executive Wealth Manager serving 800 families of satisfied long term clients.

I lead a team of aspiring Wealth Managers who believe in the meaning of our mission and help them to achieve their respective personal goals through their preferred business models. 

Below are my respective achievements:

2013

Quality Club member

Quality Club Elite member

Starclub member

2014

Quality Club member

Quality Club Elite member

Starclub member

Starclub Premier member

Premier Silver Award Winner

Million Dollar Round Table member

Ranked 11 for Top Rookie Financial Consultant of the Year Award

2015

Quality Club member

Quality Club Elite member

Starclub member

Starclub Premier member

Premier Gold Award Winner

Million Dollar Round Table member

Ranked 14/4500 for Top Financial Consultant of the Year Award

2016

Rising Achievers' Club member

Summit Club's member

Starclub Premier member

Infinity Achievers' Silver Award Winner
Ranked 1st for Existing Wealth Planner Category for Group

2017
Rising Achievers' Club member
Summit Club member

2018

Champion position for Financial Services Manager Category
Million Dollar Team