Client Profile
Who They Are
Ian Chan wears three hats: financial consultant, senior personal wealth manager and estate planning professional, all as an authorised representative of AIA Financial Advisers Pte Ltd under the LSY Group. The job found him at university, after he helped his own parents work out whether they were ready for retirement.
He belongs to the AIA Centurion Club, Million Dollar Round Table and The Pinnacle Club, holds the Certified Estate Planner accreditation, and has guided students, young professionals and parents through an asset planning framework.




