Take control of your life insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
I have 20 years of experience in financial advisory. Currently, I lead a team of financial advisory representatives. Together, we manage about $75m of clients’ assets and have an average experience of 10 years.
I have been featured in local magazines, Today, Straits Times, Radio 93.8 and Channel U and have published two books “Happiness Within Your Reach and “Even Introverts Can Sell”. I am passionate about financial freedom, mental health and going green.
* Retirement Planning
* Investment Advisory
* Insurance Portfolio Review
* Training and Mentoring
Education Qualification
Association of Chartered Certified Accountants (ACCA)
Diploma in Business Psychology
Grad Dip in Positive Psychology
Diploma in Business Administration, SP
Professional Qualification
Certified Financial Planner (CFP®)
Chartered Financial Consultant (ChFC®)
Associate Estate Planning Practitioner (AEPP®)
Associate Wealth Planner (AWPCM)
Chartered Life Underwriter (CLU®)
ACTA certified trainer
Awards:
* MDRT 2003 to 2007, 2021
* Top Group in 2013, 2016, 2017
* Top Direct Team in 2008, 2009, 2011
* Top Recruiting Mgr in 2008, 2010
* Co. Quality Class award 2004 to 2021
Articles/Interviews/Speaker in:
• ST Home page, career guide & classified
• Today
• Mind Your Body
• Radio 93.8 Breakfast club
• Singapore Business Review
• HRM Asia
• Money Mind on Channel U
• iFast, Pioneer, Watson Malaysia magazine
* Workshop speaker for Association of Financial Adviser Congress
MAS REP No.: LKC100029264
Financial Advisory Director
I have 20 years of experience in financial advisory. Currently, I lead a team of financial advisory representatives. Together, we manage about $75m of clients’ assets and have an average experience of 10 years.
I have been featured in local magazines, Today, Straits Times, Radio 93.8 and Channel U and have published two books “Happiness Within Your Reach and “Even Introverts Can Sell”. I am passionate about financial freedom, mental health and going green.
* Retirement Planning
* Investment Advisory
* Insurance Portfolio Review
* Training and Mentoring
Education Qualification
Association of Chartered Certified Accountants (ACCA)
Diploma in Business Psychology
Grad Dip in Positive Psychology
Diploma in Business Administration, SP
Professional Qualification
Certified Financial Planner (CFP®)
Chartered Financial Consultant (ChFC®)
Associate Estate Planning Practitioner (AEPP®)
Associate Wealth Planner (AWPCM)
Chartered Life Underwriter (CLU®)
ACTA certified trainer
Awards:
* MDRT 2003 to 2007, 2021
* Top Group in 2013, 2016, 2017
* Top Direct Team in 2008, 2009, 2011
* Top Recruiting Mgr in 2008, 2010
* Co. Quality Class award 2004 to 2021
Articles/Interviews/Speaker in:
• ST Home page, career guide & classified
• Today
• Mind Your Body
• Radio 93.8 Breakfast club
• Singapore Business Review
• HRM Asia
• Money Mind on Channel U
• iFast, Pioneer, Watson Malaysia magazine
* Workshop speaker for Association of Financial Adviser Congress
Take control of your insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
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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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For those comfortable managing their own insurance needs, these are some options to purchase life insurance products without the assistance of an advisor. While this provides autonomy, it’s important to note that individuals are responsible for comprehending the policy details and managing any claims processes independently.
For those comfortable managing their own insurance needs, these are some options to purchase insurance products without the assistance of an advisor. While this provides autonomy, it’s important to note that individuals are responsible for comprehending the policy details and managing any claims processes independently.
Chubb Personal Accident Guard
Singlife Cancer Cover Plus II
TM Protect MosBite
Singlife Digital Saver II
AIA Solitaire PA (II)
Singlife CareShield Standard & Plus