Frederick Damian Baptist

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Frederick Damian Baptist

MAS Rep No. FDB100045408
Senior Consultant

My Specialities

  • Comprehensive Financial Planning Advisory Services for both Individuals and Companies

About Me

I work mostly with high net worth and mass affluent clients to help them realise their financial goals by providing advice in the areas of wealth accumulation and investment planning, wealth management planning, wealth protection planning and wealth distribution planning; this may include the following:

  • Personal Financial Review
  • Investment Portfolio Management
  • Estate Distribution Planning
  • Retirement Planning
  • Children’s Education Planning
  • Health, Life and General Insurance
  • Business Succession and Continuity Planning
  • Employee Group Benefits and other SME Insurance Needs
  • Mortgage Advice

I also conduct workshops/seminars on these subjects for companies and organizations who wish to equip their members and staff with practical financial planning skills.

Contact me for a no-obligation chat at 65 9338 3630. I look forward to hearing from you.

2013 – 2014

Financial Alliance Quality Class (Merit Class)

2015

Financial Alliance Quality Class (Prestige Class)

  • Bachelor Of Business Administration (NUS)
  • Diploma in Life Insurance (SCI)
  • University of Southern Queensland – Masters of Professional Accounting (February 2003 – April 2005)
  • University of Notre Dame – Masters of Business Administration, Finance and International Business (June 1993 – May 1994)
  • Hawaii Pacific University – BS Business Administration (magna cum laude), Business Economics (September 1990 – January 1993)
  • Certified Financial Planner (CFP®)
  • Certified Practising Accountant CPA (Aust.)
Contact Me
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