For over two decades, Mr. Tao Shin Tien has been providing comprehensive financial advisory services to international private wealth clients. Mr. Tao has a firm belief that everyone is entitled to their own financial plan through open architecture and tailor-made solutions. Cultivating a deep understanding of client values and collaborating with B2B strategic partners underpins Mr. Tao’s client value proposition.
A pioneer of comprehensive financial planning in Singapore, Mr. Tao is currently the Financial Services Manager at Phillips Securities and has been a passionate advocate for financial adviser education through his contribution to adviser-representative bodies and the Singapore College of Insurance.
Qualifications
- Bachelor of Arts and Social Science, National University of Singapore
- Graduate Diploma of Marketing Management, Singapore Institute of Management
- Certified Financial Planner, Financial Planning Association of Singapore
- Advanced Certificate in Training and Assessment, SkillsFuture Singapore
Professional Affiliations
Member, Insurance & Financial Practitioners Association of Singapore
Member, Financial Planning Association of Singapore
Member, Association of Financial Advisers Singapore
Specialisations
Comprehensive financial planning and international strategic alliances
Estate and legacy planning, asset protection and wealth transfer for HNW individuals
Applied practice development
Financial planning course development, training and assessment
