Our Team

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Our Founder 

Susan Dunn, founder and Senior Vice President, started her career in the logistics industry as a fresh graduate with a Bachelor of Business Administration degree from National University of Singapore. She soon realized that corporate life would not allow her to define work and life the way she wanted it. This sparked her move to the financial services industry with AIA Singapore in the 1990s. 

Susan is a businesswoman, pastor and author. As a Certified Financial Planner (CFP®️), she was focused on delivering sound financial planning advice to her clients. In the middle of the Global Financial Crisis in 2008-2009, Susan grew her financial advisory business to its peak.

In 2010, she was ranked top 5 in AIA Singapore and achieved the prestigious Court of the Table status, a global recognition awarded only to the top life insurance and financial services professionals worldwide. In 2011, she rose up to be an agency leader with a handful of consultants, focused on delivering holistic financial planning services for their clients and businesses. 

As the financial services industry continued its rapid development in Singapore, Susan identified the need for a robust financial services platform beyond a single insurer. 

In 2016, Susan led the team to Summit Planners cluster under Manulife Financial Advisers Pte Ltd, the first insurer-back financial services platform that offered insurance and wealth management solutions across multiple insurers and investment providers.

Today, together with her group of managers, Susan leads a growing team of 40 skilled Consultants as Dunn & Partners Branch.

Susan is also a volunteer Co-lead Pastor with her husband Derek of a thriving church in southern California. She founded WOW31, a ministry to women with a vision to empower women navigate through different seasons of their lives successfully. She is a seasoned platform speaker – having spoken to audiences both in the religious and secular arena.

The strength of the team is each individual  member. The strength of each member is the team.

~ Phil Jackson

Teresa Tan

Vice President

 CFP, CA (S), AEPP | Bachelor of Accountancy

Lynn Xie

Asst Vice President

AEPP | Bachelor of Arts

Sarah Lim

Asst Vice President

CFP, AEPP, IFP, STEP, ARIA | Bachelor of Arts (Econs & Stats)

 

Janelle’s Tan

Asst Vice President

CFP, ChFC, AEPP | Master of Science (Psychology of Work)

Caroline Tham

Asst Vice President

CFP | Bachelor of Business | Professional Certificate of Coaching