Joey graduated from University of London with a Bachelor of Science in Information Systems and Management. Shortly after graduation, he embarked on his career journey in the Oil & Gas industry.
Despite the promising career prospect in the Oil & Gas Industry, Joey felt a yearning to pursue a path that aligned more closely with his passion for financial literacy. This realisation led him to transition into the role of a Financial Advisor, where he discovered profound satisfaction in guiding individuals and families towards achieving their financial goals.
In addition to his client-focused work, Joey was involved in the Insurance and Financial Practitioners Association of Singapore (IFPAS), where he had served on the Education & Training committee. In this capacity, he contributed his insights and expertise to initiatives aimed at promoting financial education and professional development within the industry.
Comprehensive Financial Planning: Personalized financial planning services tailored to each client’s short-term and long-term goals, which includes (but not limited to) retirement planning, child education planning, investment management, and estate planning.
Insurance Portfolio Audit: Consolidation and Review of client’s existing insurance policies to assess the adequacy of current insurance protection and identify any gaps and/or redundancies in coverage.
Joey began his career journey with Financial Alliance Pte Ltd in 2013. In the span of two years within his advisory role at the company, he demonstrated commendable proficiency by attaining the Financial Alliance Quality Class Awards of Merit and Prestige.
MAS REP No.: NKH100065616
Financial Advisory Manager
Joey graduated from University of London with a Bachelor of Science in Information Systems and Management. Shortly after graduation, he embarked on his career journey in the Oil & Gas industry.
Despite the promising career prospect in the Oil & Gas Industry, Joey felt a yearning to pursue a path that aligned more closely with his passion for financial literacy. This realisation led him to transition into the role of a Financial Advisor, where he discovered profound satisfaction in guiding individuals and families towards achieving their financial goals.
In addition to his client-focused work, Joey was involved in the Insurance and Financial Practitioners Association of Singapore (IFPAS), where he had served on the Education & Training committee. In this capacity, he contributed his insights and expertise to initiatives aimed at promoting financial education and professional development within the industry.
Comprehensive Financial Planning: Personalized financial planning services tailored to each client’s short-term and long-term goals, which includes (but not limited to) retirement planning, child education planning, investment management, and estate planning.
Insurance Portfolio Audit: Consolidation and Review of client’s existing insurance policies to assess the adequacy of current insurance protection and identify any gaps and/or redundancies in coverage.
Joey began his career journey with Financial Alliance Pte Ltd in 2013. In the span of two years within his advisory role at the company, he demonstrated commendable proficiency by attaining the Financial Alliance Quality Class Awards of Merit and Prestige.
By submitting this form, I confirm that
提交此表格,即表示
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
Subscribe to our newsletter to receive updates on our latest content!
Financial Alliance actively seeks skilled professionals, both experienced and aspiring, with a wide range of opportunities to showcase their expertise and grow their careers.
Invite your potential candidate to learn about the systems and tools within Financial Alliance
Learn more about Financial Alliance and how we accelerate our consultant’s career in the financial advisory industry.
Explore the 7 unique key offers that Financial Alliance will help you to grow your career and business.
Have a question for us? Join our webinar to have your question answered by Mr. Tony Ong, Director of FAR Development.