Sofan TAN

Sofan TAN: Email & Phone Number

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Consultant (CEP, AEPP, AWP) | Wealth Strategy & Total Wealth Planning | at Financial Alliance Pte Ltd|Singapore

Position:

Consultant (CEP, AEPP, AWP) | Wealth Strategy & Total Wealth Planning | at Financial Alliance Pte Ltd

Location:

Singapore

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Last updated: 2026-11-06
Updated: 2026-11-06

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Current work details
DepartmentFinancial Services
Availability
Timezone+08
Best time to contact12:00 PM – 4:00 PM
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Work Experience 22 years

Consultant (CEP, AEPP, AWP) | Wealth Strategy & Total Wealth Planning | at Financial Alliance Pte Ltd

Jul 2021 - Current

Financial Advisor (AEPP, AWP) at Professional Investment Advisory Services Pte Ltd

Jan 2007 - Jan 2020

Financial Planner at Manulife Singapore

Jan 2004 - Jan 2007

Sofan TAN started working in 2004, then the employee has changed 2 companies and 2 jobs. On average, Sofan TAN works for one company for 7 years 1 month.

Sofan is proficient in Malay. Their professional focus is Business Succession Planning, Estate Planning, and Estate Planning (LPA, Wills & Trust) across 3 core areas.

Sofan holds Certified Estate Planner (CEP), Associate Wealth Planner (AWP), and Associate Estate Planning Practioner (AEPP®) certifications.

Sofan TAN Namesakes

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