Hi, I'm Malvin Tan!

Associate Director of Sales
Chartered Financial Consultant ChFC, IBF Advanced, Financial Services Consultant

Armed with a degree in Physics from NTU, I’ve harnessed the power of data-driven insights to earn top accolades. As a Chartered Financial Consultant and IBF Advanced qualifier, I bring a unique blend of knowledge to the table.

⠀

The thrill of a well-executed plan is where my heart finds solace. Whether it’s orchestrating intricate financial strategies or charting exciting weekend adventures for my son, I thrive on the art of meticulous planning.

⠀

When you’re by my side, you’re not just a client – you’re a partner in crafting a roadmap to financial success. Drawing inspiration from both my professional journey and my role as a father, I’m here to guide you towards a future filled with security, dreams fulfilled, and weekends well-spent.

Helmy MJ

23 Aug 2024

Definitely a professional Financial Advisor who will advise you on your needs accordingly and does not hard sell. Malvin did a great proposal to cater specially for future assurance, which certainly helps reduce my anxiety and worries in this volatile economy. Malvin also does frequent follow-ups to update on any changes and advise accordingly. Glad to meet someone who is proficient in financial knowledge, and at the same time, develop a great friendship bond!

Jan Ong

28 Jun 2024

I am writing to express my sincere appreciation for the exceptional service provided by Malvin. Over the course of our interactions, he has consistently demonstrated a profound knowledge in his field, coupled with an unwavering commitment to professionalism….

Teo Kah Fook

6 Dec 2023

Malvin’s advice concerning my insurance needs is very helpful. He has a great attitude and it shows brilliantly when he is recommending a product or giving his advice/opinion. His proactiveness in reaching out when I submitted a hospitalisation claim was greatly appreciated. Malvin demonstrated great communication skills, professionalism, and dedication to delivering results. I have been recommending him to my friends to seek his advice when needed.

Achievements

MDRT 2024

MDRT 2023

MDRT 2022

MDRT 2021

Ready to Kick Start Begin your financial plan review?

Reach out to Malvin Tan for a non-obligation conversation today!

By submitting this form, I consent to a Financial Services Consultant of IPA Advisory to contact me (even though my telephone number is already registered on the National Do Not Call Registry) for marketing purposes, and provide me with marketing, advertising and promotional information, materials and/or documents relating to products and services marketed by IPA Advisory. The consent I provide is in addition to and does not supersede, vary or nullify any consent which I may have provided previously in respect of the above purposes, unless my consent is withdrawn. I confirm that I am the user and/or subscriber of the telephone number or email provided by me.