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Charles Tan S.C
Founder
Born and raised in the heritage town of Penang Island. Had over 30 years of experience in the life & general insurance industry and finance consulting services.
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Registered Financial Planner (MFPC)
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Registered Financial Consultant (USA)
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Fellow Certified Life Practitioner (NAMLIFA)
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Life Underwriting Training Council (Fellow)
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Chartered Investment & Finance Practitioner (APFinSA)
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Chairman of Malaysian Financial Planning Council (MFPC) Penang Chapter
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Former Treasurer of the Federation of Malaya Orchid Society (FOMOS)
Daniel Bong
Sales Director
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LPA
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MDRT
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Chartered Investment & Financial Practitioner (APPFinSA)
Specialized in Sales and Training
Kean Tay
Finance Manager
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Registered Financial Planner (MFPC)
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Bachelor of Engineering (Hons)
Specialized in Will and Trust
Win Chan
Training Manager
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B.Ed.TESL (Hons) UK
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Toastsmasters International (D51 Area H4 Director)
Specialized in Training and Development
Too Joo Ming
Marketing Director
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Registered Financial Planner (MFPC)
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Chartered Investment & Finance Practitioner (APFinSA)
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Fellow Certified Life Practitioner (Namlifa)
Specialized in Corporate Account Development
Karen Ong
Senior Manager
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CFP
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AEPP
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Bachelor of Business (Economic & Finance) RMIT
Associate Financial Services Provider (Singapore)
Mabelle Tan
Image Consultant
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Bachelor of Management of Finance (USM)
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Image & Etiquette Trainer
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Zumba & Fitness Instructor
Specialized in Image and Fitness
Meet Our Team
At 2PHOENIX SOLUTION , we are committed to providing quality insurance services for all your needs. We help our clients manage a wide range of risks and exposures. Whether you are looking for insurance for your family or your business, we provides exceptional insurance coverage. Contact us today to schedule a pressure-free consultation with one of our Financial Integrator.
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