AIA Centurion PA

Enjoy the peace of mind from protection can bring - especially during your golden years.


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Comprehensive Protection for Physical and Mental Health

 

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Meet Your #ChooseIndependent
Financial Adviser Representative


Li Wenjun Olivia 李文君

Financial Advisory Manager

About Li Wenjun Olivia 李文君

非常荣幸,您来到我的个人网页。我是Olivia 李文君。2008年来到新加坡做为一个全额奖学金的学生,在新加坡最大公立医院ICU工作7年后,转行理财行业。入行之后我不断的去提升自己,结合自己的医疗背景,为客户转移潜在风险,精准配置。并且帮助客户做财务增值规划,让未来不确定的人生中有一份安心。非常尽心尽力的去服务我的每一位客户,不论您是刚毕业的年轻人,还是身价上亿的老总。希望我可以成为您在新加坡理财规划中的一个值得信赖的资源人士,为您货比三家,优中选优,在超过150家金融合作伙伴的产品中,配置最适合您的理财规划方案。

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Frequently Asked Questions

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.