Personal Information
Organization / Workplace
Singapore Singapore
Occupation
Certified Financial Planner
Industry
Finance / Banking / Insurance
About
CERTIFIED FINANCIAL PLANNER (CFP)
Fellow, Chartered Financial Practitioner (FChFP)
Chartered Financial Consultant (ChFC)
Chartered Life Underwriter (CLU)
Associate Estate Planning Practitioner (AEPP)
FICS Certified Practitioners (FICP) (Relationship Management - Life Insurance)
As a Senior Executive Life Planner representing Great Eastern Life (Singapore), my experience as a full time insurance practitioner spanned more than 10 years in helping clients manage their total financial planning and wealth management. I specialize in risk management, retirement planning and investment portfolio management.
I provide financial advice to mainly professionals, people holding senior management p...
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