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Work experience

Apr 2014Present

Senior Relationship Manager

Synergy Financial Advisers PteLtd

Preserving and growing client's wealth

May 2007Feb 2014

Financial Planner

Manulife Singapore Private Limited

Providing insurance/investment advice and solutions

Jun 2000May 2007

Financial Advisor

AIA Singapore Private Limited

Providing insurance/investment advice and solutions

Dec 1995Feb 1997

Remisier

Kay Hian Pte Ltd

Stock Broking

Jan 1992Dec 1995

Forex Broker

Harlows Ueda Sassoon P/L

Foreign Exchange Spot Swiss Broker

Jan 1987Jan 1992

Forex Broker

Martin Bierbaum SP/L

Foreign Exchange Spot Yen Broker

Education

Jun 1976Jun 1980

Diploma

Singapore Polytechnic

Marine Engineering

Certifications

2015

Associate Financial Planner

Financial Planning Association of Singapore

Provides comprehensive financial planning for clients

2013

Certificate in Law (Estate Planning)

Basic law pertaining to estate planning

2001

Chartered Financial Analyst

Chartered Financial Analyst Institute

Financial analysis and investment strategy