Deep Enrich
Jeroy tan
949 followersTimeline
About me
I help individuals & corporates plan & achieve 💰 goals ✨Dad left early✨My mission is to touch the lives of as many people as possible✨ RFP✨Independent✨Unbiased✨Insurance✨Investment✨Will✨Alternatives✨
Education
Malaysian financial planning council
2014 - 2020Registered financial planner financial planning and services%20High%20School%20%E9%8D%BE%E9%9D%88(%E5%9C%8B%E6%B0%91%E5%9E%8B)%E4%B8%AD%E5%AD%B8.webp)
Chung ling (national type) high school 鍾靈(國民型)中學
1989 - 1995Activities and Societies: Karate Club (Vice President)
Tunku abdul rahman university college
1999 - 2001Advance diploma business managementActivities and Societies: Business Management Society (Secretary General 1999/2000)
Experience
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Cni enterprise (m) sdn bhd
Jan 2001 - Dec 2001Business development executive
Elid sdn bhd
Jan 2002 - Oct 2003Sales executive
Prudential assurance malaysia berhad
Oct 2003 - Nov 2015Wealth planner
Public mutual berhad
Jan 2006 - Dec 2016Unit trust consultant
Rockwills international group
Dec 2013 - nowRockwills estate planner
Vka wealth planners sdn bhd
Jan 2014 - nowBusiness development manager
Licenses & Certifications
Licensed financial planner
Vka financial groupNov 2015
Capital market service representative license (cmsrl) - financial planner
Securities commission malaysiaDec 2016
Financial adviser representative
Bank negara malaysiaJan 2014
Honors & Awards
- Awarded to Jeroy TanTop Business Development Manager (Division 1) - Apr 2019
- Awarded to Jeroy Tan1st Runner Up (Highest no of cases) Division 1 - Apr 2018
- Awarded to Jeroy TanTop Business Development Manager (Division 1) - Apr 2018
- Awarded to Jeroy TanTop Producer - Apr 2016
- Awarded to Jeroy TanStar Club 2011 - Jun 2011
- Awarded to Jeroy TanWealth Planner Award - Jun 2011
- Awarded to Jeroy TanStar Club 2005 - Jun 2005
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