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Vera Tan Xin Le

Professional Title: Financial Consultant

RNF No: 26578

Million Dollar Round Table (MDRT) - 2025
AIA Awards

Personal Wealth Manager – 2025

Other Certificates

Institute of Banking and Finance Qualified (IBFQ) Level 1
[**Completion of CHFC01 + Manually Applied]

1. Experience: 1 year

2. Achievement: MDRT in 2025

3. I am passionate about financial consultancy because I genuinely enjoy serving others and making a meaningful impact in their lives. Being able to guide individuals and families through important financial decisions, and to journey alongside them at different stages of life, is a privilege I deeply value. Seeing the confidence and peace of mind that comes from clarity and planning is what motivates me to do this work every day.

4. Type of clients: Fresh graduate and Pre-retiree

5. Restructuring and Retirement planning!