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Financial Adviser Representative


Katrina Cao Shaoxin曹少辛

Senior Consultant, Financial Advisory

About Katrina Cao Shaoxin曹少辛

大家好!我是Katrina,新加坡南洋理工大学研究生毕业,在会计、人事及运营领域深耕9年。这些年,我积累了丰富的行业经验,曾在对外贸易公司、零售业以及初创公司担任重要岗位。

如今,我是一名专业的独立理财顾问。我始终秉持“客户至上”的理念,致力于为客户提供个性化的资产与保险规划方案,帮助他们实现财务自由与财富增长。

我的专业领域包括:

  • 外国人及新移民在新加坡的资产与保险配置。
  • 出海出创企业的财产保险及员工福利配置。

我还热衷于教育,尤其推崇IB素质教育体系。我相信学习应从兴趣出发,在“玩中学”中激发孩子的求知欲与主动探索精神。希望与有相同理念的家长共同探讨教育经验,让孩子在快乐中成长。

欢迎来到我的博客,和我一起探讨财务规划及企业保险规划等话题!

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Trusted by 120k+ Clients in Singapore

Choose a Solid Track Record

With more than 23 years in Singapore, we are a trusted and proven partner to journey with you.

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With a portfolio of more than dozens of insurers and fund houses, we implement the best solutions for you.

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Our representatives are backed by wealth management teams, proprietary tools, and marketing support.

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A track record of quality service

  • with more than 23 years of excellence , Financial Alliance is Singapore's leading financial advisory firm.

  • Financial Alliance is a leader in providing wealth advisory services to individuals and corporates alike, including private wealth advisory, Islamic wealth advisory and fee-based advisory.

Quality by the numbers.

130,000+

clients and growing

450+

financial adviser representatives

23+

years in business

$1 billion+

assets under advice

Extensive Network of Business Partners

17 Life Insurers
36 General Insurance Partners
11 Investment Platforms
16 Financial Institutions
9 Estate Planning Companies
70 Asset Management Firms

#ChooseQuality with Katrina Cao Shaoxin曹少辛

An in-depth insurance portfolio review with Katrina Cao Shaoxin曹少辛 could save you money as you spend less for the same coverage, or allow you to be better protected without spending a cent more.