Michael Yip

CFA, AFP, Cert. in Law(Estate Planning)

Work History

Work History

Senior Relationship Manager

Apr 2014 - Present
Synergy Financial Advisers PteLtd

Preserving and growing client's wealth

Financial Planner

May 2007 - Feb 2014
Manulife Singapore Private Limited

Providing insurance/investment advice and solutions

Financial Advisor

Jun 2000 - May 2007
AIA Singapore Private Limited

Providing insurance/investment advice and solutions

Remisier

Dec 1995 - Feb 1997
Kay Hian Pte Ltd

Stock Broking

Forex Broker

Jan 1992 - Dec 1995
Harlows Ueda Sassoon P/L

Foreign Exchange Spot Swiss Broker

Forex Broker

Jan 1987 - Jan 1992
Martin Bierbaum SP/L

Foreign Exchange Spot Yen Broker

Education

Education

Diploma

Jun 1976 - Jun 1980
Singapore Polytechnic

Marine Engineering

Certifications

Certifications

Associate Financial Planner

2015
Financial Planning Association of Singapore

Provides comprehensive financial planning for clients

Certificate in Law (Estate Planning)

2013

Basic law pertaining to estate planning

Chartered Financial Analyst

2001
Chartered Financial Analyst Institute

Financial analysis and investment strategy