Joshua Jimmy Tan

Joshua Jimmy Tan

INSTRUCTOR for CFP Program
MBA(Strategic Wealth Management), CFP®, CWM®, RFC®, ASEP®, ChMA®, CBC

Joshua's knowledge in the Financial Services Industry and Technology application helped modernize the business workflow of many Financial Consultants.

Joshua was a High Net Worth (HNW) Financial Services Associate Director at AIA SINGAPORE PRIVATE LIMITED. Currently, he is semi-retired and took on the role of a retired FSC with AIA, with a focus on developing new financial planners for his team. His visionary and innovative directions fuelled growth and the District became Top 10 in the company for 3 consecutive years.  Joshua’s knowledge in Financial Services Industry and Technology application helped modernize the business workflow of many Financial Consultants. He holds many certifications as he believes that this is the way to tell his clients that he is capable and competent to advise them, as he is always seeking self-improvement and updating himself.

He is always seeking opportunity to contribute his expertise to the Financial Services industry. He served as a Committee Member, then to becoming the Honorary Treasurer and finally the Honorary Secretary of the Financial Services Managers’ Association, Singapore (FSMA, Singapore formerly known as General Agents and Managers Association, GAMA Singapore Chapter). He also served in the AIA Agency Leaders’ Management Association (ALMA) as the Auditor and in the sub-committee of Technology, Life Ops Matters and Compensation.

He was also the appointed speaker for Life Insurance Association (LIA) for their MoneySENSE Speakers Bureau. He was invited as a speaker for Lian He Zao Bao for a Retirement Talk “退休与你 - 怎样开始规划退休生活?” and was consulted on various subjects for Lian He Zao Bao’s financial publication. His Passion for Estate Planning took him to provide Individuals and High Net Worth (HNW) Individuals for Legacy Planning Services, Will Planning Services and Trust, local and overseas.

He chose to Retire under the AIA Retirement Scheme, and currently, he is using his 31 years of Industry experience, to pursue his passion to develop tools, improve and enhance the tools with current technology to assist the Financial Services Professionals to upgrade their competency and to be a professional in the Industry. Currently, he is the Director of Nexus Management International Pte Ltd, specialising in Training, Coaching, Creating and Developing Programmes for Financial Services and Agency Restructuring.

A PASSION IN TALENT DEVELOPMENT
He started his passion for training since the day he was serving his country, as a National Servicemen and later signed up as a Regular in the Republic Singapore Air Force (RSAF) under the Singapore Air Defence Artillery (SADA). After his Basic Military Training, he opted to be an Instructor and was sent to the School of Methods of Instruction (SOMI) in Singapore Armed Forces Training Institute (SAFTI) to be trained as an Instructor.

He was appointed to be an Instructor with the SADA, for his major part of his 7 years career with the RSAF. He was assigned to head the Aircraft Recognition Department as the Chief Instructor which later he won the Best Work Improvement Team Prize for designing and developing an AutoPaging System to activate personnel during Recall. While he was servicing his country, every weekend, he was an Instructor with the Archery Club of Singapore for 5 years and he also represented Singapore in Archery for the Pesta Sukan Games in the late 80s, winning Silver and Bronze for Team and Individual event.

He joined the Insurance Industry in 1987, until his retirement in February 2018 with 31 years of service. After he retired from AIA in February 2018, he continues to pursue his passion for Training, with a focus on District Culture Restructuring and training and development for existing FSCs and new FSCs of the District.

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