Zephanie has more than 10 years of experience (since 2010) in the financial industry, spanning Compliance, Product Management, Investment, Risk Management, Mortgage loan, Estate planning, Financial planning and Cyber-risk.
You will be able to leverage on the wide scope of work she covers all these years!
She holds Bsc in Commerce (Double Major in Finance & Management). She has attained IBF Qualified for Wealth Management (Priority Banking), ICA Advanced Certificate in Governance, Risk & Compliance) and a Qualifying Member of Million Dollar Round Table.
Her desire to bring financial hope and literacy, motivates her to remain relevant and useful in the ever-changing landscape. She would constantly upskill her skills and knowledge so as to as competent as she could to service her clients.
Drop me a Text to schedule a One-To-One Consultation Session!
LET US CONNECT IF YOU ARE LOOKING FOR THE BELOW:
Other Areas of Business Networking:
2012 Standard Chartered Bank – Top 8th RM
2012 Standard Chartered Bank – Certificate of Excellence SCB Champion Trophy
2013 Standard Chartered Bank – Certificate of Achievements (Sydney Summit Club)
2014 Maybank – Certificate of Excellence 2nd Runner up (Shanghai Convention)
2015 Maybank – Certificate of Achieve (Maldives Convention)
2022 Financial Alliance Quality Class (Merit Class)
2021 Financial Alliance Quality Class (Merit Class)
What is Merit Awards means to our Clients?
Merit Class recognized Advisor’s outstanding performance in its Sales, Service and Personal Development.
2022 Million Dollar Round Table Qualifying Member
2021 Million Dollar Round Table Qualifying Member
What is MDRT means to our Clients?
MDRT members demonstrate exceptional professional knowledge, strict ethical conduct, and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.
Zephanie has more than 10 years of experience (since 2010) in the financial industry, spanning Compliance, Product Management, Investment, Risk Management, Mortgage loan, Estate planning, Financial planning and Cyber-risk.
You will be able to leverage on the wide scope of work she covers all these years!
She holds Bsc in Commerce (Double Major in Finance & Management). She has attained IBF Qualified for Wealth Management (Priority Banking), ICA Advanced Certificate in Governance, Risk & Compliance) and a Qualifying Member of Million Dollar Round Table.
Her desire to bring financial hope and literacy, motivates her to remain relevant and useful in the ever-changing landscape. She would constantly upskill her skills and knowledge so as to as competent as she could to service her clients.
Drop me a Text to schedule a One-To-One Consultation Session!
LET US CONNECT IF YOU ARE LOOKING FOR THE BELOW:
Other Areas of Business Networking:
2012 Standard Chartered Bank – Top 8th RM
2012 Standard Chartered Bank – Certificate of Excellence SCB Champion Trophy
2013 Standard Chartered Bank – Certificate of Achievements (Sydney Summit Club)
2014 Maybank – Certificate of Excellence 2nd Runner up (Shanghai Convention)
2015 Maybank – Certificate of Achieve (Maldives Convention)
2022 Financial Alliance Quality Class (Merit Class)
2021 Financial Alliance Quality Class (Merit Class)
What is Merit Awards means to our Clients?
Merit Class recognized Advisor’s outstanding performance in its Sales, Service and Personal Development.
2022 Million Dollar Round Table Qualifying Member
2021 Million Dollar Round Table Qualifying Member
What is MDRT means to our Clients?
MDRT members demonstrate exceptional professional knowledge, strict ethical conduct, and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.
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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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