Take control of your life insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
Sharon Chia serves as a Senior Consultant to Financial Alliance Pte Ltd, an independent financial advisory firm recognized by the Monetary Authority of Singapore (MAS). She holds a Chartered Financial Consultant (CHFC®/S), The Institute of Banking & Finance Singapore (IBFA) and Associate Estate Planning Practitioner (AEPP) accreditation.
Sharon has a near-decade experience in providing unbiased quality advice on corporate financial planning focusing on group employee benefits, risk and asset management, and legacy planning for families.
She conducts numerous L&D workshops on financial topics for listed corporation, small and medium enterprises (SMEs), chamber of commerce and non-profit organization. She is an active member of various professional organisations including Singapore Human Resources Institute (SHRI), Singapore Chinese Chamber of Commerce & Industry (SCCCI), Belgium Luxembourg Chamber of Commerce (BLCC), NUSS The Graduate Club and Teochew Poit Ip Huay Kuan.
– Comprehensive Financial Planning
– Personal Life Insurance Planning
– Retirement Planning
– Children Education Planning
– Estate Planning
– Islamic Wealth Advisory
– Investment Planning
– Business Succession Planning
– General Insurance Services
– Employee Benefits Scheme
– Corporate Seminars
Chartered Financial Consultant (CHFC®/S)
Singapore College Of Insurance (Issued Nov 2021)
Diploma in Personal Financial Planning (DPFP)
Singapore College Of Insurance (Issued Oct 2021. Credential ID: DPFP 2021119)
IBF Advanced (“IBFA”) Level 2 in Personal Financial Planning
IBFSG – The Institute of Banking & Finance Singapore (Issued Oct 2021)
Certified Private Banker Level 1
Wealth Management Institute (WMI) (Issued Aug 2021. Credential ID: CPBL12100021)
Associate Estate Planning Practitioner (AEPP®)
Precepts Academy Pte Ltd (Issued Dec 2020. Credential ID: EPPL(SG)20201413)
Member of:
Singapore Human Resources Institute (SHRI)
Nov 2022 – Present
Teochew Poit Ip Huay Kuan
Sep 2022 – Present
NUSS The Graduate Club
Jun 2022 – Present
Singapore Chinese Chamber of Commerce & Industry (SCCCI)
Jan 2021 – Present
Belgium Luxembourg Chamber of Commerce (BLCC)
Apr 2022 – Mar 2023
Singapore Business Professional Women Association (SBPWA)
Jan 2021 – Feb 2022
Sharon Chia serves as a Senior Consultant to Financial Alliance Pte Ltd, an independent financial advisory firm recognized by the Monetary Authority of Singapore (MAS). She holds a Chartered Financial Consultant (CHFC®/S), The Institute of Banking & Finance Singapore (IBFA) and Associate Estate Planning Practitioner (AEPP) accreditation.
Sharon has a near-decade experience in providing unbiased quality advice on corporate financial planning focusing on group employee benefits, risk and asset management, and legacy planning for families.
She conducts numerous L&D workshops on financial topics for listed corporation, small and medium enterprises (SMEs), chamber of commerce and non-profit organization. She is an active member of various professional organisations including Singapore Human Resources Institute (SHRI), Singapore Chinese Chamber of Commerce & Industry (SCCCI), Belgium Luxembourg Chamber of Commerce (BLCC), NUSS The Graduate Club and Teochew Poit Ip Huay Kuan.
– Comprehensive Financial Planning
– Personal Life Insurance Planning
– Retirement Planning
– Children Education Planning
– Estate Planning
– Islamic Wealth Advisory
– Investment Planning
– Business Succession Planning
– General Insurance Services
– Employee Benefits Scheme
– Corporate Seminars
Chartered Financial Consultant (CHFC®/S)
Singapore College Of Insurance (Issued Nov 2021)
Diploma in Personal Financial Planning (DPFP)
Singapore College Of Insurance (Issued Oct 2021. Credential ID: DPFP 2021119)
IBF Advanced (“IBFA”) Level 2 in Personal Financial Planning
IBFSG – The Institute of Banking & Finance Singapore (Issued Oct 2021)
Certified Private Banker Level 1
Wealth Management Institute (WMI) (Issued Aug 2021. Credential ID: CPBL12100021)
Associate Estate Planning Practitioner (AEPP®)
Precepts Academy Pte Ltd (Issued Dec 2020. Credential ID: EPPL(SG)20201413)
Member of:
Singapore Human Resources Institute (SHRI)
Nov 2022 – Present
Teochew Poit Ip Huay Kuan
Sep 2022 – Present
NUSS The Graduate Club
Jun 2022 – Present
Singapore Chinese Chamber of Commerce & Industry (SCCCI)
Jan 2021 – Present
Belgium Luxembourg Chamber of Commerce (BLCC)
Apr 2022 – Mar 2023
Singapore Business Professional Women Association (SBPWA)
Jan 2021 – Feb 2022
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.