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Annabel Tan

Vice President at Summit Planners Pte Ltd

Annabel Tan's work experience includes roles in various companies. Annabel started their career in 2011 as a Credit Risk Admin Intern at The Bank of East Asia, Limited (BEA). In 2012, they worked as a Social Media Marketing Intern at GetIT Comms and a Fund Accountant at BNY Mellon. In 2014, they joined Professional Investment Advisory Services Pte Ltd as a Financial Adviser. In 2016, they joined Summit Planners Pte Ltd as a Vice President and Manulife Financial Advisers Pte Ltd as a Relationship Manager. Later, they were promoted to Assistant Vice President in 2020 at Manulife Financial Advisers Pte Ltd. Annabel'sroles span across finance, marketing, and advisory fields.

Annabel Tan's education history begins in 2002 when they attended CHIJ Katong Convent for an unspecified degree. After completing their studies there in 2005, they went on to Catholic Junior College from 2006 to 2007. Annabel then pursued a Bachelor's degree in Economics and Finance from the University of London, which they obtained from both the University of London and the Singapore Institute of Management in 2012.

In addition to their formal education, Annabel Tan has obtained several certifications throughout their career. Annabel obtained the Certified Financial Planner (CFP) designation from FPAS - Financial Planning Association of Singapore in May 2021. In the same month, they also earned a Certificate in Advising Small And Family Businesses from Financial Perspectives Education Provider. Prior to that, Annabel obtained the Master Fund Adviser certification from Financial Perspectives Education Provider in August 2020. Annabel became an Associate Wealth Planner through the FPAS - Financial Planning Association Singapore in March 2019 and an Associate Estate Planning Practitioner through Rockwills Singapore in January 2018. Lastly, they obtained the Associate Financial Planner designation from the FPAS - Financial Planning Association Singapore (Official) in December 2016.

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