ENG 中文
I work with young families and corporate executives to implement an all-rounded financial net that serves to protect their loved ones and provide for their retirement.

Shannon Choo

REP No.: CTP300040588

Financial Advisory Manager

In my previous corporate career, I was a Client account manager and led an operations team. In 2019, I joined a top Insurer to challenge myself and learn the ropes at roadshows. Eventually I embarked on a full-fledged career in Financial Planning by joining an Independent Financial Advisory, which allows me to fully act in my client’s best interests with the full suite of financial instruments at my disposal. 

I hold professional certifications in commercial and personal General Insurance, all levels of health and life insurance, investment instruments such as Mutual funds, and Islamic estate planning and Will Writing. 

Today, my clients come from all walks of life. Senior corporate executives seeking early retirement, young adults buying their first policies for their families,  and Human Resource managers looking to insure their employees. 

I provide fee-based services to advise on all aspects of financial planning, as well as manage long-term investment and insurance portfolios for clients. 

Policies and Wills Implemented
> 0
Cost Savings per Client
Up to 0 %
Total Retirement and Investment Assets
>$ 0

Upcoming Events

Testimonials

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Joseph S

Courier, FedEx Singapore

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Mohd Akhbar

Logistics Executive

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Ivan L

VP, Alibaba

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