For FAPL Advisers:
If you would to generate a Planner report from the Planners report directly you will find that the report name on the top left corner does not show client name but reflect generically “Advisers(name)’s client”.
For eg. mine will reflect as “Gary Lim’s client” instead of client name itself.
In order to reflect clients name, you need to do it thru the crm side from create case.
See this video to learn more.
I graduated from Royal Melbourne Institute of Technology (RMIT) with a distinction in a Bachelor of Business degree in Financial Planning and have over 25 years’ experience in the financial services industry.
During these years, I’ve come to learn that financial planning needs to be simple to understand and easy for clients to implement in order to create good, effective financial habits. I’ve therefore made it my personal challenge to create tools that will help guide our clients step by step through the financial maze of life and make them financially FIT and focused towards achieving their financial goals.
I am building a team of self-driven advisers who want to help coach their clients by giving them the right information and having the right tools to help their clients achieve their long term financial goals. We do this through training and reaching out to the public through seminars and workshops. Being a representative of an Independent Financial Advisory firm (IFA) gives our clients and advisers an unbiased product range to benefit from.
If you would like join our team or would like to work with one of our experienced advisers, contact me for a discussion of how we can work together.
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.
Subscribe to our newsletter to receive updates on our latest content!