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After working in banking industry for almost 15 years serving the corporate clients and financial institutions, I decided to switch my career to personal advisory in 2005. I felt that personal financial planning was closer to my heart compared to serving the corporate clients as I am a people-focused person.
I am currently a Senior Financial Advisory Manager in Financial Alliance Pte Ltd, the largest independent financial advisory firm in Singapore. As an active listener, I always listen to clients’ concerns first before recommending solutions to them. My training in banking enables me to evaluate financial products systematically and match products to the needs of my clients in the most logical and effective manner.
I believe the most important aspect of my work stems from quality service and good client relationship. My clients are busy executives who have no desire to manage their financial plans on a day to day basis. They are willing to enter into long-term relationship that is mutually beneficial and thus highly motivated to work with a professional adviser and not a sales representative.
By submitting this form, I confirm that
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.
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