Take control of your life insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
Summary
I graduated from Royal Melbourne Institute of Technology
(RMIT) with a Bachelor of Business degree in Financial Planning
(Distinction) & was the TOP Student for the year.
During my 27 years of service in the Financial Services & Insurance
industry, my initial 13 years was with NTUC Income & subsequent 18
years in Financial Planning with the IFA firms .
My early years with the insurance firm provided me with a strong
foundation in Risk Management & also an appreciation of the
importance of being well insured to protect ourselves & our love
ones.
After pursuing my degree in Financial Planning & acquiring my CFP
since 2003, I am able to better serve my clients, journey with them,
guide them & help them to achieve their goals. It may be a long
journey but with discipline & consistency, the future will be what the
clients wanted.
As a strong advocate of Financial Planning, over the years, I
have done a series of talks at associations , community centres &
hospitals ; and also reached out to heartlanders to create awareness
of sound financial habits. I have also been featured on local media
(in the Straits Times and Lianhezaobao) on financial planning and
other related topics.
Experience
Financial Alliance Pte Ltd
Financial Advisor
Financial Alliance Pte Ltd
Senior Consultant
May 2016 – Present (5 years 7 months)
2 Bukit Merah Central #10-00, Singapore 159835
RMIT University
Bachelor of Business-Financial Planning, Financial Planning and
Services · (1999 – 2002)
RMIT University
Bachelor of Business-Financial Planning, Financial Planning and
Services · (1997 – 2001)
My Specialities:
Retirement Planning
Estate Planning
Risk Management
Investment Planning
Business Succession Planning
Will Writing
Senior Consultant
April 2016 – Present (5 years 8 months)
2 Bukit Merah Central #10-00, Singapore 159835
Specialises in Financial Planning for Individual
Education
aa
Summary
I graduated from Royal Melbourne Institute of Technology
(RMIT) with a Bachelor of Business degree in Financial Planning
(Distinction) & was the TOP Student for the year.
During my 27 years of service in the Financial Services & Insurance
industry, my initial 13 years was with NTUC Income & subsequent 18
years in Financial Planning with the IFA firms .
My early years with the insurance firm provided me with a strong
foundation in Risk Management & also an appreciation of the
importance of being well insured to protect ourselves & our love
ones.
After pursuing my degree in Financial Planning & acquiring my CFP
since 2003, I am able to better serve my clients, journey with them,
guide them & help them to achieve their goals. It may be a long
journey but with discipline & consistency, the future will be what the
clients wanted.
As a strong advocate of Financial Planning, over the years, I
have done a series of talks at associations , community centres &
hospitals ; and also reached out to heartlanders to create awareness
of sound financial habits. I have also been featured on local media
(in the Straits Times and Lianhezaobao) on financial planning and
other related topics.
Experience
Financial Alliance Pte Ltd
Financial Advisor
Financial Alliance Pte Ltd
Senior Consultant
May 2016 – Present (5 years 7 months)
2 Bukit Merah Central #10-00, Singapore 159835
RMIT University
Bachelor of Business-Financial Planning, Financial Planning and
Services · (1999 – 2002)
RMIT University
Bachelor of Business-Financial Planning, Financial Planning and
Services · (1997 – 2001)
My Specialities:
Retirement Planning
Estate Planning
Risk Management
Investment Planning
Business Succession Planning
Will Writing
Senior Consultant
April 2016 – Present (5 years 8 months)
2 Bukit Merah Central #10-00, Singapore 159835
Specialises in Financial Planning for Individual
Education
aa
Take control of your life insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
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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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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.