Enjoy the peace of mind from protection can bring - especially during your golden years.
Ensure you have the comprehensive protection needed to live your golden years with confidence and peace of mind. Act now to safeguard your future.
Buy NowJoining the financial advisory firm since I graduate from university in 2008 is one of the right choice I've made. Being in the industry for more than 10 years, friends has become clients, clients has become friends too. Sometimes going for appointment is like going for a gathering with friends to catch up with them as it's been a while since we last met. To be able to help them and their love ones to find the direction to their financial goals is a great achievement in me. Being a mother of 2 now, I'm able to balance my work and family through the trust, support and understanding of my clients is one of the reward that I achieve from my past efforts. Things got easier and I enjoy what I do everyday even with the stress that I need to manage. ^v^
Experience
Aug 2019 to Present
– Financial Advisory Manager at Financial Alliance Pte Ltd
Sep 2008 to Jul 2019
– Senior Financial Services Consultant at Professional Investment Advisory Services Pte Ltd
Professional Certification
– Certified Financial Planner (CFP) by Financial Planning Association of Singapore (FPAS)
For “INDEPENDENT” Financial Advisory firms such as Financial Alliance, its financial advice must be free from the undue influence of higher remuneration and/or meeting sales quotas. In other words, financial advice from Financial Alliance is given solely in clients’ interests.
A financial advisory (FA) firm wishing to use the word “INDEPENDENT” – as Financial Alliance does – must fulfill the conditions laid down by Monetary Authority of Singapore (MAS) at all times.
No, the mere fact that a FA Firm can sell the products from more than one insurer or business partner does not mean that the FA Firm is “independent”.
In Singapore, only a handful are “Independent Financial Advisory Firms” because only a few are able to ensure that the financial advice given is free from the undue financial influence.
As there is no such thing as an “Independent Financial Adviser” license in Singapore, IFA Firms are, in essence, “Financial Adviser” license holders who offer financial advice while being free from undue influence.
We have your best interest at heart and will leave you to make your decision. We only ask that, when you deal with a FA Firm, you find out for yourself if it is truly an IFA Firm or a FA Firm.
If impartial financial advice is what you seek, then you should only engage an IFA Firm.
At Financial Alliance, we are dedicated to offering our clients independent financial advice. Please feel free to contact us at feedback@fa.com.sg to find out how our independent financial advice would benefit you.