FINANCIAL SOLUTIONS FOR BUSINESS AND LIFE
About Us

Leonard Tan

CFP
Location

Johor, Melaka, Perak, Penang, Klang Valley

Spoken Language

English, Malay, Chinese, Cantonese

License

Financial Adviser’s Representative (FAR)

Capital Market Services Representative License (CMSRL)

About LEONARD TAN

With over 15 years of experience in the financial industry, I have dedicated my career to guiding both individuals and businesses toward financial clarity and security.

I began my journey as a Great Eastern insurance agent in 2010, serving clients with commitment until 2012. Since then, I’ve joined the financial planning industry, dedicating my expertise to helping clients make informed decisions that shape stronger futures.

My specialization lies in SME/SMI and corporate insurance solutions, with particular expertise in engineering classes and employee benefits insurance, while also offering tailored individual insurance, investment planning, and estate planning. This dual focus enables me to deliver holistic solutions that meet the diverse needs of both enterprises and individuals.

Backed by a dynamic team under my leadership, we pride ourselves on delivering strategic, personalized guidance that empowers clients to grow with confidence.

Specialises In

Years of Experience
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Achievements

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Your Financial Bridge for Life