Having accumulated more than 16 years of financial advisory experience, I see myself as a partner on your financial well-being journey.
I am passionate about empowering families to realize their dreams while building meaningful relationships with their loved ones.
My down to earth personality helps put my prospects at ease and results in many clients becoming my friends over the years.
With a conscientious mindset, I seek to provide relevant and personalized advice.
Via a systematic process, I strive to simplify financial planning concepts and to inspire you to embark on your financial planning journey.
On a personal note, I have 2 primary school going children, age 10+ and 7+.
1. Safety Net Planning
2. Insurance Portfolio Auditing
3. Estate Planning (Wills and Trusts)
4. Investment Planning and Structuring
1. Certified Financial Planner (CFP™)
2. Awarded Financial Alliance Quality Class (Prestige) in 2012 & 2013
3. Awarded Financial Alliance Quality Class (Merit) in 2010,2011,2014,2016 to 2022
4. Obtained STEP Certificate for Financial Services (Trusts and Estate Planning) in 2013
5. Certified in Cybersecurity certification issued by (ISC)²
MAS REP No.: OCS100047005
Financial Advisory Manager
Having accumulated more than 16 years of financial advisory experience, I see myself as a partner on your financial well-being journey.
I am passionate about empowering families to realize their dreams while building meaningful relationships with their loved ones.
My down to earth personality helps put my prospects at ease and results in many clients becoming my friends over the years.
With a conscientious mindset, I seek to provide relevant and personalized advice.
Via a systematic process, I strive to simplify financial planning concepts and to inspire you to embark on your financial planning journey.
On a personal note, I have 2 primary school going children, age 10+ and 7+.
1. Safety Net Planning
2. Insurance Portfolio Auditing
3. Estate Planning (Wills and Trusts)
4. Investment Planning and Structuring
1. Certified Financial Planner (CFP™)
2. Awarded Financial Alliance Quality Class (Prestige) in 2012 & 2013
3. Awarded Financial Alliance Quality Class (Merit) in 2010,2011,2014,2016 to 2022
4. Obtained STEP Certificate for Financial Services (Trusts and Estate Planning) in 2013
5. Certified in Cybersecurity certification issued by (ISC)²
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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
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