Dana Tan Email & Phone Number | Dana is an Investment Adviser at JBWere and is responsible for providing tailored investment solutions to high-net-worth clients, their families and For Purpose organisations. Dana has over 12 years of experience in investment markets and financial planning having held previous roles with NAB Private Wealth, CBA Private and ANZ Private. Dana has expertise in portfolio construction, strategic asset allocation, fixed income, equities, alternative assets and responsible investing.

Dana Tan

Dana is an Investment Adviser at JBWere and is responsible for providing tailored investment solutio...
Jbwere, Sydney, Australia

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Dana Tan’s Location Jbwere, Sydney, Australia

Dana Tan’s Current Industry Jbwere

Dana Tan’s Prior Industry Nab | Commonwealth | Anz | State Super Financial Services

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Investment Advisor

2022-01-01 00:00:00 - Present

Senior Associate

2013-07-01 00:00:00 - 2016-04-01 00:00:00

Private Wealth Associate

2011-12-01 00:00:00 - 2013-06-01 00:00:00

Private Wealth Associate

2010-03-01 00:00:00 - 2011-12-01 00:00:00

Financial Planning Assistant

2007-08-01 00:00:00 - 2010-03-01 00:00:00

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Dana Tan is a Dana is an Investment Adviser at JBWere and is responsible for providing tailored investment solutions to high-net-worth clients, their families and For Purpose organisations. Dana has over 12 years of experience in investment markets and financial planning having held previous roles with NAB Private Wealth, CBA Private and ANZ Private. Dana has expertise in portfolio construction, strategic asset allocation, fixed income, equities, alternative assets and responsible investing.