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.
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.
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