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Wincy Moira Tan has been a Financial Services Consultant for the past 23 years and is now a Qualifying and Life member of Million Dollar Round Table (MDRT). She qualified as a Personal Wealth Director last year despite in the COVID-19 pandemic and achieved her 2-time Court of the Table status this year. This is by far her greatest achievements, and it was certainly not an easy feat for this 18-time MDRT qualifier given the challenging environment.

"Pray as though everything depended on God. Work as though everything depended on you." - Saint Augustine

Sharing the same belief as the fourth century philosopher, Wincy has always been a self-motivated and focused individual who embraces the Whole Person concept as advocated by the MDRT organization. She embraces her life with zeal, passion and enthusiasm and derives her satisfaction at work by assisting her clients to achieve their financial freedom through her planning sessions with them.

Wincy is grateful to those who have supported and encouraged her throughout her career, especially her clients who have trusted her over the years.

In her free time, she keeps a healthy lifestyle by taking long walks and likes spending quality time with her friends bonding over tea and shopping.


  • Centurion Member 2022
  • Prestige Club Qualifier 2022
  • MDRT Court of the Table - Qualifying & Life Member 2022
  • Diploma in Life Insurance (Dip SCI (LI))
  • Associate Financial Planner (AFP®)
  • Associate Wealth Planner (AWPCM)

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