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Having been in the financial advisory business for 20 years now, Steven’s love and passion have not waned


one bit. He has made it his lifelong mission to help people through their finances, and draws inspiration and


fulfilment from that.


For Steven Tan, his financial advisory career is already coming full circle. Even before entering the workforce, he had an inexplicable affinity for financial planning and wealth management, hence him starting a career in the industry as soon as he graduated. Today, he has been in the industry for 20 years and has not stopped chasing his dream of becoming the best in the business.

What motivates Steven

What ultimately led and pushed Steven to the financial advisory industry was when he realised that Singapore was — and still is — the financial hub of Asia. That plus his quest for elusive work-life balance, flexible working hours and unlimited income potential have made him stay and enjoy the profession. He also credits the many different people and personalities from all walks of life as a big source of motivation to get up every morning.



During Steven’s freetime, he enjoys watching movies, listening to music and chilling out with his friends.

List of accreditations, credentials and certifications

– Member, Million Dollar Club
– Member, Platinum Club
– Member, Life Case Club
– Qualified for conventions in various challenges, which resulted to incentive trips to different countries around the world
– MAS Representative Number: TPK2000007280

Join Steven Tan

Are you ready to make a difference? Whether you are a recent graduate, experienced financial advisor, or looking to make the leap to being one, we invite you to join our team. Beyond Consultancy is a great place to learn and develop knowledge ans skills, have client exposure, and work with an elite team of experienced financial advisors. We take pride in investing in passionate people and help them become respected and successful financial advisors.

Just fill up the form on the right, upload your updated resume, press submit; and we will schedule you for an interview as soon as possible. We are looking forward to working with you.