Take control of your life insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
Altricia began her career as a tied agent in 1998, dedicating 16 years to life insurance advisory and establishing a solid foundation in Financial Planning. Recognizing that offering only a single insurer’s products limited client options, she sought a more comprehensive approach to better serve clients’ needs. This led her to join Financial Alliance in 2014.
Since then, Altricia has spent the past decade refining her expertise on an independent platform, where she provides unbiased, market-wide insights and solutions tailored to client-focused financial planning. With over 20 years of experience, Altricia now serves as a Financial Advisory Director, mentoring Financial Consultants and Managers. She supports them in developing solutions in risk management, wealth building, retirement, and investment planning, with a tailored approach for both retail and high-net-worth clients.
A firm believer in staying current with industry trends, Altricia leverages the support of Financial Alliance’s robust ecosystem and advanced tools to deliver the highest level of service. She is passionate about making a meaningful impact and invites like-minded individuals or advisors interested in collaboration to connect and explore potential partnerships in financial planning.
Existing Goup of Advisory Wealth Advisory Director, Financial Advisory Managers and Senior Financial Consultants Designations:
She firmly believe in the power and value of long-term collaboration with her advisors, spanning over a decade. This enduring partnership has not only enriched her professional growth but has also fostered a deep trust and understanding, enabling her group to navigate challenges and achieve remarkable milestones together.
2023
Financial Alliance Quality Class (Merit Class)
2022
Finanancial Alliance Quality Class (Prestige Class)
2021
Financial Alliance Quality Class (Prestige Class)
2020
Financial Alliance Quality Class (Prestige Class)
2019
Financial Alliance Quality Class (Prestige Class)
2018
Financial Alliance Quality Class (Merit Class)
2016
Financial Alliance Quality Class (Merit Class)
2016
Manager of the Year Award (met the following pre-requisites:)
*Highest Group Total Revenue
*Highest % Growth on Revenue
*Highest Productivity per Adviser, and
*Highest Recruitment Growth
2015
Financial Alliance Quality Class (Merit Class)
2014
Financial Alliance Quality Class (Merit Class)
MAS REP No.: SBL200052597
Financial Advisory Director
Altricia began her career as a tied agent in 1998, dedicating 16 years to life insurance advisory and establishing a solid foundation in Financial Planning. Recognizing that offering only a single insurer’s products limited client options, she sought a more comprehensive approach to better serve clients’ needs. This led her to join Financial Alliance in 2014.
Since then, Altricia has spent the past decade refining her expertise on an independent platform, where she provides unbiased, market-wide insights and solutions tailored to client-focused financial planning. With over 20 years of experience, Altricia now serves as a Financial Advisory Director, mentoring Financial Consultants and Managers. She supports them in developing solutions in risk management, wealth building, retirement, and investment planning, with a tailored approach for both retail and high-net-worth clients.
A firm believer in staying current with industry trends, Altricia leverages the support of Financial Alliance’s robust ecosystem and advanced tools to deliver the highest level of service. She is passionate about making a meaningful impact and invites like-minded individuals or advisors interested in collaboration to connect and explore potential partnerships in financial planning.
Existing Goup of Advisory Wealth Advisory Director, Financial Advisory Managers and Senior Financial Consultants Designations:
She firmly believe in the power and value of long-term collaboration with her advisors, spanning over a decade. This enduring partnership has not only enriched her professional growth but has also fostered a deep trust and understanding, enabling her group to navigate challenges and achieve remarkable milestones together.
2023
Financial Alliance Quality Class (Merit Class)
2022
Finanancial Alliance Quality Class (Prestige Class)
2021
Financial Alliance Quality Class (Prestige Class)
2020
Financial Alliance Quality Class (Prestige Class)
2019
Financial Alliance Quality Class (Prestige Class)
2018
Financial Alliance Quality Class (Merit Class)
2016
Financial Alliance Quality Class (Merit Class)
2016
Manager of the Year Award (met the following pre-requisites:)
*Highest Group Total Revenue
*Highest % Growth on Revenue
*Highest Productivity per Adviser, and
*Highest Recruitment Growth
2015
Financial Alliance Quality Class (Merit Class)
2014
Financial Alliance Quality Class (Merit Class)
Take control of your insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
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提交此表格,即表示您已阅读并理解鑫盟理财私人有限公司的个人数据政策
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For those comfortable managing their own insurance needs, these are some options to purchase life insurance products without the assistance of an advisor. While this provides autonomy, it’s important to note that individuals are responsible for comprehending the policy details and managing any claims processes independently.
For those comfortable managing their own insurance needs, these are some options to purchase insurance products without the assistance of an advisor. While this provides autonomy, it’s important to note that individuals are responsible for comprehending the policy details and managing any claims processes independently.
Chubb Personal Accident Guard
Singlife Cancer Cover Plus II
TM Protect MosBite
Singlife Digital Saver II
AIA Solitaire PA (II)
Singlife CareShield Standard & Plus