Joan Tung
Student Financial Consultant
Hi, I’m Joan! I’m an undergraduate psychology student at NTU, embarking on an exciting journey as a Financial Consultant. While this path may seem unrelated to my degree, it perfectly aligns with my passion for understanding people and helping them thrive. I believe financial planning is more than just managing money—it’s about creating security, achieving dreams, and unlocking opportunities for a meaningful life.
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My greatest goal is to retire my parents, who have worked tirelessly to provide for me. This responsibility fuels my drive to succeed. Although I’m new to the field, I bring dedication, empathy, and a strong work ethic to every client relationship, ensuring personalized strategies and trustworthy support.
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To me, this career isn’t just a job—it’s an opportunity to merge my values, skills, and aspirations to make a positive impact on others while growing both professionally and personally.
What is a typical day like?
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As a full-time student, my days are filled with lectures, research projects, and psychology coursework. As an EXCO member of my CCA, I contribute to event planning and logistics for volunteering initiatives that support individuals with intellectual and physical disabilities.
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In my free time, I enjoy creating digital art, spending time with my study group, and staying informed by reading finance articles to keep my knowledge current. These moments of balance and growth fuel my passion for helping others navigate their financial journeys.
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What would people be surprised to learn about you?
To me, success means achieving my goals while staying true to my values. It’s about finding happiness and fulfillment, both personally and professionally.
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As a student, success means applying what I’ve learned to make a meaningful impact on others. As a daughter, it means being filial and supporting my parents before they grow old. As your Financial Consultant, success is helping you achieve your financial goals and delivering on my promises.
Success isn’t just about reaching milestones—it’s about embracing the journey and making a positive impact on the lives of others along the way.
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What motivated you to join this industry?
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The financial industry is undeniably dynamic and rewarding, but what truly inspired me to join was witnessing its profound impact on people’s lives. I’ve seen how financial planning can turn dreams into reality, providing stability, freedom, and opportunities for growth.
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The potential to create meaningful change motivates me to be part of this industry. I’m driven by the opportunity to help others achieve their goals, secure their futures, and improve their quality of life through informed financial decisions.
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