Certified High Net Worth Adviser | Former Finance Business Leader | Consultant to Busy Professionals & Business Owners | Unbiased Holistic Financial Planning | Tailor Structures For Tax-Efficient Wealth Transfer
Years in Corporate Finance
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Assets under advice (S$)
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Qualified for MDRT
In 0 months

Lily Fung Seok Yee

MAS REP No.: FSY300587521

Financial Advisory Manager

I am a chartered accountant by education and a financial consultant by passion. I bring a deep commitment to help busy working professionals to achieve financial freedom to retire early so that you can work for passion rather than money in 10-15 years earlier without the stress of knowing where and how to start.

I spent over 26 years of my career holding finance leadership roles in risk management and financial solutioning. I harness a keen sense of business insight along with an innate sense of empathy to strategize personal financial plans.

I am here for impact and balance: having gone through life’s milestones and a journey of personal growth, I am here to share with you my experience and to support you in your journey towards financial happiness.  Today, having authentically helped support, curate and champion ‘financial happiness’ for my clients, I can truly say that this has been my most profound and significant personal re-invention.

All these years, my innate authenticity connecting with people on a deep level have earned me the reputation and credibility as a trusted business finance leader, a Go-To person for advice. Likewise, I want to build trust with you but trust is not going to happen by chance unless I feel and understand your story….so, please reach out to me for a coffee chat to get to know you better.

My Qualification:

  • Bachelor of Accountancy, NTU
  • Chartered Accountant, Institute of Singapore Chartered Accountants, CA
  • Certified High Net Worth Adviser, IBF level 2 & 3 qualification
  • MDRT Qualifying Member
  • Associate Financial Consultant, AFC
  • Representative Member of the Association of Financial Advisers (Singapore) – AFA(S)

I will guide you through the financial planning process by customising a solution for you and your loved ones, carefully selecting from the wide array of products offered by our partners.

My services & specialities include but not limited to the following:

2021 June to present:

  • Achieved Financial Alliance Promising Star award within 1st quarter
  • Achieved Million Dollar Round Table award (top 10% in the financial services industry) in 5 months
  • Achieved Top Rookie Adviser (Champion-Department level) award in Year 2021
  • Achieved FA Quality Class Merit Award 2021
  • Achieved Top Rookie Adviser award in Year 2022
  • Achieved FA Quality Prestige Award 2022

Prior to 2021:

  • A competent Go-To business finance leader of character: Trust & credibility that I have earned for myself in my 20 years at DFS, LVMH Group as a highly respected leader. An enriching 26 years of upward progression in my corporate finance career that was built on a foundation of trust, authentic leadership and personal ownership that have propelled me forward to be a better person professionally & personally (read more: “Testimonials”)
  • A well recognised chartered accountant professional qualification with the Institute of Singapore Chartered Accountants

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Testimonials

Lily listens to your need. She do not go straight into telling me what product she has, but started with conversations to understand me and also my plans. With that she came back with a detailed analysis, provide me options and advice. Lily is very clear in her presentation, and is very open with counter proposals for discussion. The sessions were then effectively carried out.

Yoong Han

Finance Manager

I have engaged 2 financial management firms in the past and though I understand the importance of financial planning, I have never given it a priority. When Lily approached me, I agreed to do it again with her because I know her as an ex-colleague for 8 years and she is definitely someone whom acts as strong integrity. Her 1st presentation totally impressed me and I am not saying this because I know her. For the past 15 years that I was with the other 2 financial planners, I have never received an analysis this detailed and clear. Lily maps it out based on my personal profile and investment approach appetite. She clearly showed me what sort of impact and benefits this plan can bring me. What really strikes me is that she is totally transparent with me and even shared what she does for herself. Plus, she is every ready to share her perspectives and learnings from an educational lens and not just to push you to engage her. I am a client of very small portfolio and yet she is willing to go to such lengths to help me understand my own financial situation. Hence, I would highly recommend her for anyone who needs a true advisor who will put herself in your shoes and act with professionalism (no sales pitch nonsense), responsibility and bearing high accountability.

Zann Ng

Head of Marketing

Lily was meticulous in her analysis of my financial situation and presented a comprehensive overview of my financial health. She thoughtfully curated the session to optimize my financial hygiene such as correcting my misconceptions about how best to utilise SRS tax reliefs, which no other advisors had done for me in the past 3-4 years since I began contributing. Taking into consideration my future needs and goals, Lily gave practical and actionable recommendations to narrow the financial gap. Lily’s professionalism in the consultation far exceeded my expectations and I am confident that having her as my financial advisor is the right choice. I strongly recommend Lily to anyone who values the importance of a sound financial planning and seek credible advice.

Lee Jian Kai

Compliance Investigator

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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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