Alex Peng Aepp® Afc® Mdrt® Ida
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Alex Peng Aepp® Afc® Mdrt® Ida Email & Phone Number

Estate and Succession Planner, Executive Senior Manager at Great Eastern Financial Advisers Private Limited at Great Eastern Financial Advisers Private Limited
Location: Singapore, Singapore, Singapore 6 work roles 3 schools
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Role
Estate and Succession Planner, Executive Senior Manager at Great Eastern Financial Advisers Private Limited
Location
Singapore, Singapore, Singapore
Company size

Who is Alex Peng Aepp® Afc® Mdrt® Ida? Overview

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Quick answer

Alex Peng Aepp® Afc® Mdrt® Ida is listed as Estate and Succession Planner, Executive Senior Manager at Great Eastern Financial Advisers Private Limited at Great Eastern Financial Advisers Private Limited, a company with 602 employees, based in Singapore, Singapore, Singapore. AeroLeads shows a matched LinkedIn profile for Alex Peng Aepp® Afc® Mdrt® Ida.

Alex Peng Aepp® Afc® Mdrt® Ida previously worked as Executive Senior Manager at Great Eastern Financial Advisers Private Limited and Senior Manager at Great Eastern Financial Advisers Private Limited. Alex Peng Aepp® Afc® Mdrt® Ida holds Bachelor'S Degree, Marketing from Rmit University.

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Email format at Great Eastern Financial Advisers Private Limited

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Great Eastern Financial Advisers Private Limited

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Profile bio

About Alex Peng Aepp® Afc® Mdrt® Ida

30 seconds in to your conversation with someone in the insurance industry and they start to propose costly endowment / financial plans that are not only confusing but also not beneficial to your current situation. Sound familiar?Being in the financial services industry after all these years, I get it - I understand the confusion and uncertainty you experience as a client. Especially after hearing from numerous individuals from banks, brokerage firms and insurance companies who offer a multitude of policies that you’re unsure if they meet your needs. Financial Planning includes a lot more than just financial product like insurance, it’s also consist of drafting a Will, settling Taxation matters, proper Estate Planning for your asset distribution, Risk Management and etc. This confusion can be easily avoided by simply understanding who you are and where you are headed. Which is why a priority of mine is to thoroughly understand your situation and learn about your life objectives first, before tailoring a clear action plan that efficiently supports your goals and more. Drop me a message if you would like to hear more about my approach and passion - Happy to share more! My approach is I start by thoroughly understand your situation, figure out where you would like to go, and then of course we put together a clear action plan to get there.

Current workplace

Alex Peng Aepp® Afc® Mdrt® Ida's current company

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Great Eastern Financial Advisers Private Limited
Great Eastern Financial Advisers Private Limited
Estate and Succession Planner, Executive Senior Manager at Great Eastern Financial Advisers Private Limited
singapore, singapore
Employees
602
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6 roles

Alex Peng Aepp® Afc® Mdrt® Ida work experience

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Executive Senior Manager

Current

Singapore

- Enneagram Coaching - Estate Planning - Key-man Insurance (Corporate)- Succession Planning- Coaching and supporting new consultant- Retirement Planning- Family Protection Planning- Wealth Accumulation- Child Education Planning- Personal Insurance Planning- Corporate Solutionshttp://sg.gelife.co/disclaimer

Jan 2023 - Present

Senior Manager

Singapore

- Estate Planning - Key-man Insurance (Corporate)- Succession Planning- Coaching and support new consultant- Retirement Planning- Family Protection Planning- Wealth Accumulation- Child Education planning- Personal Insurance Planning- Corporate Solutionshttp://sg.gelife.co/disclaimer

Jan 2021 - Jan 2023

Estate Succession Planner

Current
Precept Legacy Pte Ltd

Singapore

Jan 2021 - Present

Financial Services Manager

Singapore

- Estate Planning - Coaching and supporting new consultant- Retirement Planning- Family Protection Planning- Wealth Accumulation- Child Education planning- Personal Insurance Planning- Corporate Solutions

Jan 2019 - Nov 2020

Financial Services Consultant

Singapore

- Retirement Planning- Family Protection Planning- Wealth Accumulation- Child Education planning- Personal Insurance Planning- Corporate Solutions

Jan 2018 - Jan 2019

Financial Service Consultant

Aia

Singapore

- Family Protection Planning- Wealth Accumulation- Child Education planning- Personal Insurance Planning

Sep 2015 - Dec 2017
Team & coworkers

Colleagues at Great Eastern Financial Advisers Private Limited

Other employees you can reach at greateasternfa.com.sg. View company contacts for 602 employees →

3 education records

Alex Peng Aepp® Afc® Mdrt® Ida education

Lcci, Accounting And Finance, Distinction

London Chamber Of Commerce Industry
FAQ

Frequently asked questions about Alex Peng Aepp® Afc® Mdrt® Ida

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What company does Alex Peng Aepp® Afc® Mdrt® Ida work for?

Alex Peng Aepp® Afc® Mdrt® Ida works for Great Eastern Financial Advisers Private Limited.

What is Alex Peng Aepp® Afc® Mdrt® Ida's role at Great Eastern Financial Advisers Private Limited?

Alex Peng Aepp® Afc® Mdrt® Ida is listed as Estate and Succession Planner, Executive Senior Manager at Great Eastern Financial Advisers Private Limited at Great Eastern Financial Advisers Private Limited.

Where is Alex Peng Aepp® Afc® Mdrt® Ida based?

Alex Peng Aepp® Afc® Mdrt® Ida is based in Singapore, Singapore, Singapore while working with Great Eastern Financial Advisers Private Limited.

What companies has Alex Peng Aepp® Afc® Mdrt® Ida worked for?

Alex Peng Aepp® Afc® Mdrt® Ida has worked for Great Eastern Financial Advisers Private Limited, Precept Legacy Pte Ltd, Income, and Aia.

Who are Alex Peng Aepp® Afc® Mdrt® Ida's colleagues at Great Eastern Financial Advisers Private Limited?

Alex Peng Aepp® Afc® Mdrt® Ida's colleagues at Great Eastern Financial Advisers Private Limited include Tesh Chong, Adelin Lin, Kym Yeo, Rix Chan, and Moen Donovan Teo.

How can I contact Alex Peng Aepp® Afc® Mdrt® Ida?

You can use AeroLeads to view verified contact signals for Alex Peng Aepp® Afc® Mdrt® Ida at Great Eastern Financial Advisers Private Limited, including work email, phone, and LinkedIn data when available.

What schools did Alex Peng Aepp® Afc® Mdrt® Ida attend?

Alex Peng Aepp® Afc® Mdrt® Ida holds Bachelor'S Degree, Marketing from Rmit University.

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