MAS REP No.: DWC300118726
Independent Wealth Adviser
As an IFA Representative, I help my clients in the aspect of Holistic Financial Planning and ensures that the financial advice given is free from the undue financial influence.
1) Wealth protection (Insurance)
- Able to do market comparison to find more suitable and cost-effective product.
2) Wealth Accumulation (Investments)
- Invest in Unit Trust Funds through investment platforms or 101 ILP products.
3) Wealth Enjoyment (Retirement Planning)
- To find a suitable solutions that fits my client's needs and retirement lifestyle.
4) Wealth Distribution (Will Writing)
- Distribute your wealth according to your choice.
5) Mortgage Loan Advisory
6) General Insurance
- Travel Insurance
- Motor Insurance
- Personal Accident Insurance
- Commercial Insurance
Curtin University (Singapore)
– Bachelor of Commerce – BCom, Finance and Marketing
Singapore College Of Insurance
– CMFAS M5, M9, HI
– CMFAS BCP, PGI, CGI
– CMFAS M6, M6A, M8/M8A, M9A (Exempted)
– Intro to Estate Planning, Wills and Trust Planning
By submitting this form, I confirm that
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.
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