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Caleb Lim is listed as Helping individuals with wealth creation and protection.You work hard to earn money, I am here to enable you to make your money work harder for you. at Great Eastern Financial Advisers Private Limited, a company with 602 employees, based in Singapore, Singapore, Singapore. AeroLeads shows a matched LinkedIn profile for Caleb Lim.
Caleb Lim previously worked as Senior Financial Consultant at Great Eastern Financial Advisers Private Limited and Associate at Ey. Caleb Lim studied at Singapore Management University.
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I have a passion in doing community service work, including those done overseas. While I was working as an auditor in one of the Big 4 accounting firms, I decided that I wanted to do a job that is more personal and impactful on people's lives. This led to my switch in career. With this change in career, it allows me to solve people's personal financial needs, as well as gives me the flexibility to pursue my passion in community service work. Currently, I am a Senior Financial Consultant at Great Eastern FA. I know everyone is different and has different financial goals/needs. I listen to each individual's concerns and goals. From there, I specifically tailor a portfolio to address their needs. With my background in finance, as well as preparing and understanding company's financial statements, I have built a firm foundation of financial concepts. I am a firm believer of making your money work harder for you. I want to help young working adults to accelerate their wealth through systematic investments and retire earlier. For the older folks, I want to help you with generating a stable income stream for you during retirement and leaving a legacy for your love ones.
Listed skills include Financial Accounting, Management Accounting, Microsoft Office, Microsoft Word, and 5 others.
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Specialist in full financial portfolio of insurance, savings and investments.2019:Achieved Rookie Award in just 7 months in the industry.Top Single Premium Producer in the first year of joining the industry.2020:Achieved the prestigious Million Dollar Round Table (MDRT) in the first full year of being in this industry.
Singapore
Researched and analysed fluctuations in profit margin, product prices and receivables/payables turnover.Tested the design and effectiveness of internal controls by completing walkthroughs of complex business processes and analysing results.Tested financial schedules and reports to ensure accuracy.
Other employees you can reach at greateasternfa.com.sg. View company contacts for 602 employees →
Prico Tong
Colleague at Great Eastern Financial Advisers Private Limited
Singapore, Singapore
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HX
Haifang Xu
Colleague at Great Eastern Financial Advisers Private Limited
Singapore, Singapore
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DY
Danny Yeo
Colleague at Great Eastern Financial Advisers Private Limited
Singapore, Singapore
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LC
Lionel Chong
Colleague at Great Eastern Financial Advisers Private Limited
Singapore, Singapore
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JG
Julia Guay
Colleague at Great Eastern Financial Advisers Private Limited
Singapore, Singapore, Singapore
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TW
Tan Wen Wei Eric
Colleague at Great Eastern Financial Advisers Private Limited
Singapore, Singapore
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AR
Abg Rashid Ge Ge
Colleague at Great Eastern Financial Advisers Private Limited
Singapore, Singapore
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JY
Jia Yi Lee
Colleague at Great Eastern Financial Advisers Private Limited
Singapore, Singapore
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WS
Wei Siong Chew
Colleague at Great Eastern Financial Advisers Private Limited
Singapore, Singapore
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DM
David Maunatlala
Colleague at Great Eastern Financial Advisers Private Limited
Johannesburg, Gauteng, South Africa, South Africa
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Quick answers generated from the profile data available on this page.
Caleb Lim works for Great Eastern Financial Advisers Private Limited.
Caleb Lim is listed as Helping individuals with wealth creation and protection.You work hard to earn money, I am here to enable you to make your money work harder for you. at Great Eastern Financial Advisers Private Limited.
Caleb Lim is based in Singapore, Singapore, Singapore while working with Great Eastern Financial Advisers Private Limited.
Caleb Lim has worked for Great Eastern Financial Advisers Private Limited and Ey.
Caleb Lim's colleagues at Great Eastern Financial Advisers Private Limited include Prico Tong, Haifang Xu, Danny Yeo, Lionel Chong, and Julia Guay.
You can use AeroLeads to view verified contact signals for Caleb Lim at Great Eastern Financial Advisers Private Limited, including work email, phone, and LinkedIn data when available.
Caleb Lim studied at Singapore Management University.
Caleb Lim is listed with skills including Financial Accounting, Management Accounting, Microsoft Office, Microsoft Word, Teamwork, Positive Psychology, Presentations, and Leadership.
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