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Branch Manager (Penang)

Tracelyn Tan

Tracelyn Tan is an experienced professional with 14 years in the financial services industry, specializing in estate and legacy planning. With a Diploma in Mass Communication
(Public Relations), she combines strong communication skills with deep expertise in helping families structure their wealth and protection strategies.Tracelyn has received multiple
recognitions, including the Supremacy Award (2013, 2014, 2015, 2017),
Q1 Top Direct Group (2018), and Master Builder Award (2020).
Recognized as a Senior Estate Planner in 2021, she is passionate
about guiding clients in safeguarding their wealth and
building meaningful legacies for future generations.
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Highlights

14 Years Experience
Specializes in estate and legacy planning
Senior Estate Planner
Recognized for guiding families in wealth protection
Award-Winning Builder
Received Supremacy, Top Direct Group, and Master Builder Award
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