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Key Features & Benefits

 
 

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Need Advice?

Meet Your #ChooseIndependent
Financial Adviser Representative


Lily Fung Seok Yee

Financial Advisory Manager

About Lily Fung Seok Yee

I am a chartered accountant by education and a financial consultant by passion. I bring a deep commitment to help busy working professionals to achieve financial freedom to retire early so that you can work for passion rather than money in 10-15 years earlier without the stress of knowing where and how to start.

I spent over 26 years of my career holding finance leadership roles in risk management and financial solutioning. I harness a keen sense of business insight along with an innate sense of empathy to strategize personal financial plans.

I am here for impact and balance: having gone through life’s milestones and a journey of personal growth, I am here to share with you my experience and to support you in your journey towards financial happiness.  Today, having authentically helped support, curate and champion ‘financial happiness’ for my clients, I can truly say that this has been my most profound and significant personal re-invention.

All these years, my innate authenticity connecting with people on a deep level have earned me the reputation and credibility as a trusted business finance leader, a Go-To person for advice. Likewise, I want to build trust with you but trust is not going to happen by chance unless I feel and understand your story….so, please reach out to me for a coffee chat to get to know you better.

My Qualification:

  • Bachelor of Accountancy, NTU
  • Chartered Accountant, Institute of Singapore Chartered Accountants, CA
  • Certified High Net Worth Adviser, IBF level 2 & 3 qualification
  • MDRT Qualifying Member
  • Associate Financial Consultant, AFC
  • Representative Member of the Association of Financial Advisers (Singapore) - AFA(S)