Take control of your life insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
As a Financial Advisory Manager with Financial Alliance, I engage with individuals from all walks of life, from residents to business owners. By empowering them with specialised financial knowledge, I help them take ownership of their financial decisions.
My approach to managing clients’ portfolios is deeply client-centric. I focus on wealth accumulation through investments and endowment tools, always incorporating client feedback to ensure their financial goals are met.
In addition to offering professional financial advice, I conduct training sessions, company briefings, recruitment campaigns, and various sales drives. I was also a guest speaker for AXA Life at their 2016 annual conference.
2022 – Star Club Axa Singapore, Axa Signature Club
2021 – Axa Signature Club
2020 – Star Club Axa Singapore, Axa Signature Club
2019 – Star Club Axa Singapore, Axa Signature Club
2018 – Million Dollar Club Axa Singapore
2017 – Million Dollar Club Axa Singapore, Quality Club Axa Singapore
2016 – Million Dollar Round Table International member, Million Dollar Club Axa Singapore
2015 – Million Dollar Round Table International member, Million Dollar Club Axa Singapore, Quality Club Axa Singapore
2014 – Million Dollar Round Table International member, Million Dollar Club Axa Singapore, Quality Club Axa Singapore
2013 – Million Dollar Round Table International member, Million Dollar Club Axa Singapore
2001-2003 – The Army Commendation Medal US Army
MAS REP No.: TMH300027570
Financial Advisory Manager
As a Financial Advisory Manager with Financial Alliance, I engage with individuals from all walks of life, from residents to business owners. By empowering them with specialised financial knowledge, I help them take ownership of their financial decisions.
My approach to managing clients’ portfolios is deeply client-centric. I focus on wealth accumulation through investments and endowment tools, always incorporating client feedback to ensure their financial goals are met.
In addition to offering professional financial advice, I conduct training sessions, company briefings, recruitment campaigns, and various sales drives. I was also a guest speaker for AXA Life at their 2016 annual conference.
2022 – Star Club Axa Singapore, Axa Signature Club
2021 – Axa Signature Club
2020 – Star Club Axa Singapore, Axa Signature Club
2019 – Star Club Axa Singapore, Axa Signature Club
2018 – Million Dollar Club Axa Singapore
2017 – Million Dollar Club Axa Singapore, Quality Club Axa Singapore
2016 – Million Dollar Round Table International member, Million Dollar Club Axa Singapore
2015 – Million Dollar Round Table International member, Million Dollar Club Axa Singapore, Quality Club Axa Singapore
2014 – Million Dollar Round Table International member, Million Dollar Club Axa Singapore, Quality Club Axa Singapore
2013 – Million Dollar Round Table International member, Million Dollar Club Axa Singapore
2001-2003 – The Army Commendation Medal US Army
Take control of your life insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
By submitting this form, I confirm that
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.