Francis Tan
Francis Tan
Partner
Francis has 20 years of experience in giving financial advice to private families. Francis has deep expertise in engaging private clients in their wealth and investment affairs, and in executing their estate and philanthropic wishes. He headed the wealth management practice at Macquarie Private Bank from 2005 until 2011 and over this period taught and mentored a number of private bankers, headed investment research, established an international business and presented at various industry forums.
francis.tan@playfairtan.com
+61 2 8239 3392
Get to know Francis
Francis is a strong client-advocate who always puts clients’ interests first. He has represented clients in Government and industry submissions.
He completed his MBA at the Macquarie Graduate School of Management in 2012, is a Fellow of Financial Services Institute of Australasia, Associate of the Tax Institute of Australia, admitted as a solicitor by the Supreme Court of the ACT and completed his undergraduate degrees of Commerce and Law at the University of Sydney.
He is married to Phi and has two daughters.
