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Liu Xiao Qin 刘晓琴

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REP No.: LXQ100064840

Financial Advisory Manager

Joining the financial advisory firm since I graduate from university in 2008 is one of the right choice I’ve made. Being in the industry for more than 10 years, friends has become clients, clients has become friends too. Sometimes going for appointment is like going for a gathering with friends to catch up with them as it’s been a while since we last met. To be able to help them and their love ones to find the direction to their financial goals is a great achievement in me. Being a mother of 2 now, I’m able to balance my work and family through the trust, support and understanding of my clients is one of the reward that I achieve from my past efforts. Things got easier and I enjoy what I do everyday even with the stress that I need to manage. ^v^

 

Experience

Aug 2019 to Present

– Financial Advisory Manager at Financial Alliance Pte Ltd

Sep 2008 to Jul 2019

– Senior Financial Services Consultant at Professional Investment Advisory Services Pte Ltd

 

Professional Certification

– Certified Financial Planner (CFP) by Financial Planning Association of Singapore (FPAS)

  • Comprehensive Financial Planning
  • Investment Planning
  • Personal Life Insurance Planning
  • Retirement Planning
  • Children Education Funding
  • General Insurance Services
  • Employee Benefits Scheme

2022

– Financial Alliance Quality Class (Prestige Class)
– MDRT

2021

– Financial Alliance Quality Class (Prestige Class)
– MDRT

2020
– Financial Alliance Quality Class (Merit Class)
– MDRT

Years of experience
0 years

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