Training Director
Jaymond Tan
Jaymond Tan is a respected financial planning leader with 15 years of industry experience. A Certified Financial Planner (CFP) and Accounting graduate, he combines strong technical expertise
with a strategic approach to developing successful advisory careers. A MDRT qualifier and
StarClub achiever, Jaymond is passionate about professional excellence and
client-centric advice. As an NLP Practitioner, he focuses on empowering advisors
through mindset, communication, and consultative strategies.
He currently serves as the Deputy Chairman of FPAM Perak Chapter,
contributing to the advancement of professional standards
in financial planning.
with a strategic approach to developing successful advisory careers. A MDRT qualifier and
StarClub achiever, Jaymond is passionate about professional excellence and
client-centric advice. As an NLP Practitioner, he focuses on empowering advisors
through mindset, communication, and consultative strategies.
He currently serves as the Deputy Chairman of FPAM Perak Chapter,
contributing to the advancement of professional standards
in financial planning.
Highlights
15 Years Experience
Strong background in financial planning and advisory leadership
CFP & MDRT Qualifier
Combines technical expertise with professional excellence
NLP Practitioner
Empowers advisors through mindset and communication strategies
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