As a seasoned leader with more than 7 years of experience in financial services, Joel is also one of the youngest directors in the industry, having risen through the ranks in his previous firms thanks to his strategic leadership and mentorship. Passionate about transformation and new innovations, Joel is focused on leading the firm into a new era of financial services while developing the leaders of tomorrow. His focus on personal development and leadership cultivation acts as a pillar towards the organisation's growth plan. 

After graduating with a Bachelor’s in Business Management in 2016, Shun Jie ran a F&B franchise before focusing on his passion for the financial industry. Since achieving the prestigious Million Dollar Round Table in 2018 and eventually promoted to a management position the same year. Shun Jie has worked his way up the career ladder and even attended various overseas conventions from Asia to Europe. With a keen enthusiasm for finance, Shun Jie hopes to impart his invaluable knowledge and experience to his team members and clients.  

After achieving the prestigious Million Dollar Round Table in 2018, Jayden joined TAT Financial with over 3 years in the financial services industry. He is an ACCA member and is on-route to becoming a Certified Financial Planner in 2020. With his vast experience in the financial industry, Jayden is on a mission to nurture knowledge-driven advisors to successfully educate and equip their clients with better personal financial management skills.

After graduating from the Singapore Management University (SMU) , Reuben embarked on his journey in entrepreneurship as a lead trainer in his training company. He believes in building a community of entrepreneurs who are passionate about finance, people development and personal growth. He derives fulfilment from  contributing to towards an individual's development and seeing them achieve the success that they desire. Reuben is also a professional emcee in his free time. 

Erwin heads one of the most successful Leads Generation Platforms for Financial Advisors in Singapore, He has personally developed and groomed multiple award-winning (MDRT & beyond) Financial Consultants across his 6 years in the industry. As an experienced leader and recruiter, he fully understands the difficulties that Financial Advisors go through. He is on a mission to transform how Financial Advisors are seen and how peak performance can be achieved in the financial industry. 

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Don’t let her corporate attire fool you - Diandra is an ex-national athlete with a natural inclination for team leadership. As a fierce and empathetic leader, Diandra was promoted to a management role in 2019 after displaying stellar leadership qualities. A young and energetic individual, Diandra defies expectations and strives to do her best to achieve excellence for her organisation and clients. 

Specialising in risk and wealth management specifically for young adults, Dunros believes that early planning is the best way to have a peace of mind about our future. His speciality lies in constructing and optimising financial portfolios that are tailored to his client’s needs. Having learnt the ins and outs of the financial industry in his previous roles, Dunros is passionate about making a dent in the industry and believes that Fintech will pave the way for the industry’s transformation.