MAS Rep No. RHH300096054
- Holistic client-centric financial planning with 3-scenario model.
I joined Financial Alliance in 2010 to assist my current manager and his team with business development and client servicing duties.
To better understand how our services help our clients, I took up the Associate Financial Planner certification in 2011. I strongly recommend this module to anyone interested in financial planning.
2012 was a breakthrough year as I decided to complete the requirements and obtain my license to practise as an independent financial adviser representative.
I hope to accompany you in Navigating Your Financial Future with a 3-scenario financial plan :
Scenario 1 – You Survive
Scenario 2 – You Don’t Survive
Scenario 3 – You Survive, but You’re Not Well