ENG 中文

Chan Yun Xin 曾蕴馨

Financial Advisory Manager

(MAS REP No.: CYX300460677)
Doing what you like is freedom. Liking what you do is happiness.

Being in the financial advisory industry has never been a career option when growing up but taking that leap of faith upon graduation four years ago has landed me in a  a career that create meaning and purpose to the people around me. 

I believe in never giving up and i am always on the look out to learn and grow to be a better version of myself!

To me, the happiest people are the ones who empower the lives of others and to you who are reading this, i hope to have a meaningful conversation with you, soon. 

 

My Qualification: 

  • B.Sc(Hons) Biological Sciences, Nanyang Technological University 
  • Associate Financial Consultant (AFC) 
  • Associate Financial Planner (AFP)
  • Certified Islamic Wealth Advisor 
0
Years of Experience in Financial Industry
0
Lives Saved and Counting

My Services

3 Scenarios Planning
Insurance Portfolio Audit
Investment Portfolio Audit

Events

How CPF Life works and how to enhance Retirement Income with Cash

Quick Insurance Comparison

My Testimonials

We have been friends since secondary school and Yun Xin has created remarkable career as a Financial planner who genuinely cares for her client interest. Yun Xin is a very responsible individual and consultant. There is once I requested Yun Xin to do detailed comparison analysis between 2 similar products. Yun Xin work overnight to document it. Really appreciate her dedication and commitment as a consultant. Yun Xin has also equipped herself with the industry trend and knowledge through the support of Financial Alliance which is independent and objective in the Industry. I trust that Yun Xin will provide a all rounded and objective solution in financial planning for all of her clients.

Amanda Tong

SG United Skills Mid Career Student

Not too long ago, I purchased a policy from Yunxin. From the first meetup to the recommendation session, she has been very patient, explaining the features and benefits of the plans to me. She knows her product well as she’s able to answer all questions that I have. I feel safe putting my policy with Yunxin, I even recommended my wife, mum and brother to her.

Curtis Pang

Vice President, Business Development

I have known Yun Xin since my university days. I have witnessed her going through obstacles after obstacles after graduation, from just starting out in this industry, to where she is now. She is someone whom I know I can definitely put my full trust in as she is very passionate about what she does. Even though we normally tend to joke around in our normal conversations, when it comes to my well-being, I know that she has my best interests at heart. She has even done a portfolio audit of the plans I had before engaging her services and helped me plan based on what i needed at this point in my life. I’m really grateful to have her as my financial advisor and my good friend.

Ng Yi Lin

Cardiac Technologist

I met Yun Xin through a group mentorship online programme. Never did I expect to become good friends with her in real life by the end of the programme! Yun Xin is a kind and thoughtful person who genuinely cares about people around her. Unlike people who work for a living, she has a passion for her job. Using her own experience, she didn’t want anyone to go through what her family had went through. She wholeheartedly advises people on what will best benefit them. Besides being a good adviser to my insurance planning, she’s also a good friend that I can most definitely count on.

Nicole Chin

HR Executive

Yun Xin is a financial advisor that I’ve known since I started working and she has been taking care of my insurance and investments ever since 2017. I feel like she is really thoughtful and experienced her growth as a financial advisor. I like that she is able to provide me with detailed explanation so that I can make more informed decisions. Yun Xin is a reliable advisor that I can look to for advice.

Phoon Jing Wen

Digital Marketing Executive

My Contact

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ENG 中文

Chan Yun Xin 曾蕴馨

MAS REP No.: CYX300460677

Financial Advisory Manager

Doing what you like is freedom. Liking what you do is happiness.

Being in the financial advisory industry has never been a career option when growing up but taking that leap of faith upon graduation four years ago has landed me in a  a career that create meaning and purpose to the people around me. 

I believe in never giving up and i am always on the look out to learn and grow to be a better version of myself!

To me, the happiest people are the ones who empower the lives of others and to you who are reading this, i hope to have a meaningful conversation with you, soon. 

 

My Qualification: 

  • B.Sc(Hons) Biological Sciences, Nanyang Technological University 
  • Associate Financial Consultant (AFC) 
  • Associate Financial Planner (AFP)
  • Certified Islamic Wealth Advisor 
0
Years of Experience in Financial Industry
0
Lives Saved and Counting

My Services

3 Scenarios Planning
Insurance Portfolio Audit
Investment Portfolio Audit

My Event

How CPF Life works and how to enhance Retirement Income with Cash

Personal Accident Insurance

Travel Insurance

Testimonials

We have been friends since secondary school and Yun Xin has created remarkable career as a Financial planner who genuinely cares for her client interest. Yun Xin is a very responsible individual and consultant. There is once I requested Yun Xin to do detailed comparison analysis between 2 similar products. Yun Xin work overnight to document it. Really appreciate her dedication and commitment as a consultant. Yun Xin has also equipped herself with the industry trend and knowledge through the support of Financial Alliance which is independent and objective in the Industry. I trust that Yun Xin will provide a all rounded and objective solution in financial planning for all of her clients.

Amanda Tong

SG United Skills Mid Career Student

Not too long ago, I purchased a policy from Yunxin. From the first meetup to the recommendation session, she has been very patient, explaining the features and benefits of the plans to me. She knows her product well as she’s able to answer all questions that I have. I feel safe putting my policy with Yunxin, I even recommended my wife, mum and brother to her.

Curtis Pang

Vice President, Business Development

I have known Yun Xin since my university days. I have witnessed her going through obstacles after obstacles after graduation, from just starting out in this industry, to where she is now. She is someone whom I know I can definitely put my full trust in as she is very passionate about what she does. Even though we normally tend to joke around in our normal conversations, when it comes to my well-being, I know that she has my best interests at heart. She has even done a portfolio audit of the plans I had before engaging her services and helped me plan based on what i needed at this point in my life. I’m really grateful to have her as my financial advisor and my good friend.

Ng Yi Lin

Cardiac Technologist

I met Yun Xin through a group mentorship online programme. Never did I expect to become good friends with her in real life by the end of the programme! Yun Xin is a kind and thoughtful person who genuinely cares about people around her. Unlike people who work for a living, she has a passion for her job. Using her own experience, she didn’t want anyone to go through what her family had went through. She wholeheartedly advises people on what will best benefit them. Besides being a good adviser to my insurance planning, she’s also a good friend that I can most definitely count on.

Nicole Chin

HR Executive

Yun Xin is a financial advisor that I’ve known since I started working and she has been taking care of my insurance and investments ever since 2017. I feel like she is really thoughtful and experienced her growth as a financial advisor. I like that she is able to provide me with detailed explanation so that I can make more informed decisions. Yun Xin is a reliable advisor that I can look to for advice.

Phoon Jing Wen

Digital Marketing Executive

CONTACT US

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  • I have read and understood FAPL’s Personal Data Policy, and hereby give my acknowledgement and consent to FAPL to use my personal data in accordance with FAPL’s Personal Data Policy.
  • 我已阅读并理解鑫盟理财私人有限公司的个人数据保护政策,并同意鑫盟理财私人有限公司根据个人数据保护政策所阐述的用途使用我的个人资料。
  • I have read and understood the disclaimers above and hereby affirm my acceptance of these terms.
  • 我已阅读并理解了上述免责声明,特此声明接受这些条款。
  • I have not been directly contacted or approached by any representative or employee of FAPL with an offer or solicitation to apply for any financial products not offered in my home country.
  • 鑫盟理财私人有限公司的代表或员工并未直接与我联系或提出要约或招揽购买我原居住国境内所不提供的任何金融产品.
  • Financial Alliance Pte Ltd ( “FAPL”) is licensed by the Monetary Authority of Singapore (“MAS”) and allowed to conduct financial advisory activities in accordance with the Financial Advisers Act (Cap. 110) (“FAA”) and the Securities & Futures Act (Cap. 289) (“SFA”) within the jurisdiction of the Republic of Singapore and in accordance with the licenses granted by MAS
  • 鑫盟理财私人有限公司( “鑫盟理财”)持有由新加坡金融管理局(“MAS”)所颁发的牌照,并许可在新加坡共和国境内依据财务顾问法(第110章)和证券与期货交易法(第289章)进行财务咨询等相关业务
  • Any services provided by FAPL to persons not ordinarily resident in Singapore are provided solely on an offshore basis from Singapore, resulting from direct enquiry on the part of the foreign residents.
  • 鑫盟理财为非新加坡居民所提供的任何服务仅限于直接向鑫盟理财发出咨询请求的国外居民。
  • As an integral part of the provision of such services, FAPL may from time to time make available to such residents, documents and information making reference to capital markets products (for example, in connection with the provision of fund management or investment advisory services outside of the foreign jurisdiction).
  • 作为提供此类服务的一部分,鑫盟理财会不时向此类咨询者提供有关产品的参考文件和信息(例如,关于海外司法管辖区以外的资金管理或投资咨询服务等信息)。
  • Such documents and information are provided by Financial Alliance Pte Ltd (“FAPL”) is for general information only and is not intended for anyone other than the recipient.
  • 此类由鑫盟理财所提供的文件和信息仅供收件人做一般信息参考。
  • It does not take into account the specific investment objectives, financial situation or particular needs of any particular person.
  • 此类文件和信息不会把-个人投资目标,财务状况或其特定需求等考虑在内。
  • It does not constitute the making available of, or an offer or solicitation by FAPL to buy or sell or subscribe for any such capital markets product or to enter into a transaction or to participate in any particular trading or investment strategy nor an advice or a recommendation with respect to such financial products.
  • 鑫盟理财向该人士提供此类文件和信息将不构成要约或招揽购买或出售或认购任何此类资本市场产品,或达成交易或参与任何特定的投资策略,也不构成有关此类金融产品的建议或推荐。
  • These documents may not be published, circulated, reproduced or distributed in whole or in part to any other person without FAPL’s prior written consent.
  • 未经鑫盟理财的事先书面同意,不得将这些文件全文或部分发布,传播,复制或分发给其他人。
  • This document is not intended for distribution to, publication or use by any person in any jurisdiction, where such distribution, publication or use would be contrary to applicable law or would subject FAPL and its related corporations, connected persons, associated persons and/or affiliates to any registration, licensing or other requirements within such jurisdiction.
  • 鑫盟理财无意在分发,出版或使用此类文件可能违反当地法律,或本公司及关联公司或关联人士需要注册,获得许可或符合规定的司法权区向当地人士分发、出版此类文件或供其使用。
  • You shall ensure that you have and will continue to be fully compliant with all applicable laws in your home country when entering into discussion or contracts with FAPL.
  • 在与鑫盟理财进行讨论或签订合约时,您应确保您已完全遵守并将继续遵守您所在原居住国的所有适用法律及条规。

In compliance with the Personal Data Protection Act, Financial Alliance Pte Ltd (“FAPL”) seek your consent to collect and use your personal data (e.g. name, NRIC, contact numbers, mailing addresses, email addresses and photograph) for the purposes of and in accordance with FAPL’s Data Protection Policy, which can be found on FAPL’s website at https://fa.com.sg/data-protection-policy/.

根据《个人数据保护法》,鑫盟理财私人有限公司征求您的同意向您收集并使用您的个人信息。鑫盟理财将根据公司的个人数据保护政策所阐述的用途使用您的个人资料(例如姓名,证件号码,联系电话,邮寄地址,电邮地址和照片)。 该政策可在本公司网站上查寻,网址为 https://fa.com.sg/data-protection-policy/.

By submitting this form, you are deemed to have read and understood FAPL’s Personal Data Policy.

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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