Our Team

Daniel Tan

Senior Trainer

Starting his sales career in 1993 as a van salesman, Daniel’s potential in sales was quickly realised and rewarded. He joined the insurance industry in 1997 and has won accolades such as Rising Star, Shining Star, Million Dollar Club, Top 25% Achiever, Group & General Insurance awards. Daniel currently manages a successful sales team in a leading Financial Advisory firm and won the Silver Team Award for multiple years.
He is also an entrepreneur; he co-founded an experiential travel company Let’s Go Tour Singapore Pte Ltd in 2012. Let’s Go Tour won multiple tourism awards including TripAdvisor Hall of Fame and Best Tour Experience 2019 (Singapore Tourism Board. Daniel made a successful exit and sold it to his co-founder in 2019.

Daniel believes in lifelong learning and holds the following academic & professional qualifications:

  • Certified Financial Planner® (FPSB, USA)
  • Associate Estate Planning Practitioner® (SWWEEP, UK)
  • Institute of Banking & Finance (Advanced Level), (IBF Singapore)
  • Masters of Business Administration (MBA) with Distinction, (University of Roehampton, London, UK)