Gerrard Tan

Financial Services Associate Director

About Gerrard:

At Apex Group, Gerrard holds the position of Associate Director for Financial Services. He oversees mentoring and guiding new insurance advisors toward never-ending greatness. He has exceptional financial planning skills and many team members had benefitted from his skill sharing.


Memorable Moments:

It was my first year in the business, I received a call from my ex-client asking me to meet him at 8 am at Boon Lay MRT.

When I met up, he told me that he trusted me as a financial consultant and as a friend and is ready to accept all recommendations within his budget.

From clients to friends

Gratitude to everyone who has helped me propel in my career.


  • Signature Class Qualifier 2020
  • AEPP
RNF: TWK300007075
Phone: +65 9855 3023