“If you have a Goal – I will be your Goal Getter”
Through the wealthy to less privileged, through sickness to good health of humankind. They taught me many valuable lessons that shaped me to who I am today, including How I Create a Robust Financial Planning for my clients. Like the verse in the bible Ecc 2 goes
“What do people get for all the toil and anxious striving with which they labor under the sun? All their days their work is grief and pain; even at night their minds do not rest. This too is meaningless.
A person can do nothing better than to eat and drink and find satisfaction in their own toil. This too, I see, is from the hand of God, for without him, who can eat or find enjoyment?’
I am a firm believer that it is so important that we find joy, peace, and contentment in all that we do.
About My Career:
I am part of a group of approximately 400- 500 Independent Financial Advisor Representative (iFA) in Financial Alliance Singapore. I am an Experienced Financial Advisor with more than 10 years of Financial Advisory Experience.
Working with more than 150 Customers ranging from Retail to High Net Worth Clients, I help my satisfied customers achieve their Dreams through sound Financial Planning.
Offering full range of services from Loans, Investments, Estate Distribution and Risk Management Systems, I provide a One-Stop Shop for your Financial Advisory Needs. I have also been invited many times to speak about CPF-related topics for Individuals and Companies at my company and clients’ seminars.
At iFA, we put customers first in all that we do; protecting my customers interests at all times. We provide clients a second complimentary opinion on how to create an efficient financial portfolio, making every dollar work hard for you.
I am happy to connect to find out how I can be of value to you.
My contact details +65 96190910
Important: The information and opinions in this article are for general information purposes only. They should not be relied on as professional financial advice. Readers should seek independent financial advice that is customised to their specific financial objectives, situations & needs. This advertisement or publication has not been reviewed by the Monetary Authority of Singapore.
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.
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 is representing Financial Alliance Pte Ltd as a Senior Financial Advisory Manager.
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