Michael Lee
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Michael Lee Email & Phone Number

Chartered Financial Consultant® (ChFC®) at AIA Singapore
Location: Singapore 2 work roles 5 schools
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Current company
Role
Chartered Financial Consultant® (ChFC®)
Location
Singapore
Company size

Who is Michael Lee? Overview

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Quick answer

Michael Lee is listed as Chartered Financial Consultant® (ChFC®) at AIA Singapore, a with 1837 employees, based in Singapore. AeroLeads shows a matched LinkedIn profile for Michael Lee.

Michael Lee previously worked as Senior Personal Wealth Manager at Aia Singapore and Senior Financial Consultant at Prudential Assurance Company Singapore. Michael Lee holds Chartered Financial Consultant® (Chfc®), Financial Planning And Services from The American College.

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Email format at AIA Singapore

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AIA Singapore

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Profile bio

About Michael Lee

Michael started his career as a Financial Consultant in 2003 and has been advising his clients on their Insurance and Investments needs for more than 20 years.In 2014, he upgraded his skills and knowledge to better serve his clients, by completing the ChFC® programme, becoming a Chartered Financial Consultant.A Chartered Financial Consultant® has completed the most extensive educational program required for any financial services credential. Each ChFC® has taken 8 or more college-level courses on all aspects of financial planning from The American College (a non-profit educator with the highest level of academic accreditation). The average study time for the program is over 400 hours, and advisors frequently spend years earning this coveted credential. One of Michael's key values as a practitioner, is that he recommends solutions based on the needs of his clients. This is also the main reason why his business grows by referrals, as his clients are very comfortable introducing their friends and family to him.Michael specializes in working with Doctors and General Practitioners to solve problems in their areas of Wealth Accumulation, Wealth Preservation and Legacy Planning.Being a father of two young children himself, Michael also enjoys assisting young parents in providing a strong financial foundation to give their new-borns a head start in life, using tools such as Education Savings Programs and Medical Insurance.What ensures his longevity in this career, is the firm belief that what he does makes a big difference in the lives of people, and to society at large.It is not all about work. Movies, football and sneakers helps Michael to unwind. On the weekends, Michael can be found serving in church, and spending time with his children.Michael is always keen to meet new people and make new friends, to build lasting relationships. After all, it’s not just about finances, it's about Life.

Current workplace

Michael Lee's current company

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AIA Singapore
Aia Singapore
Chartered Financial Consultant® (ChFC®)
singapore, singapore
Website
Employees
1837
AeroLeads page
2 roles

Michael Lee work experience

A career timeline built from the work history available for this profile.

Senior Personal Wealth Manager

Current

Singapore

Million Dollar Round Table - 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024Specialize in assisting my clients in the areas of Risk Management and Wealth Accumulation.Financial Services Provided:- Universal Life (Legacy Planning)- Life Insurance- Critical Illness Insurance- Term Insurance- Personal Accident Insurance- Health Insurance (Hospital Expenses)- Education Savings Plan- Investment-Linked Products- Retirement Account - Employee Benefits

Nov 2013 - Present

Senior Financial Consultant

Million Dollar Round Table - 2009, 2013Star Club Premier - 2007, 2008Star Club - 2007, 2008, 2011, 2012Quality Club Elite - 2007, 2008, 2012Quality Club - 2007, 2008, 2010, 2012

Nov 2003 - Apr 2013
Team & coworkers

Colleagues at AIA Singapore

Other employees you can reach at aia.com.sg. View company contacts for 1837 employees →

5 education records

Michael Lee education

Chartered Financial Consultant® (Chfc®), Financial Planning And Services

Overview: The ChFC® designation has been a mark of excellence for financial planners for almost thirty years and currently requires more.

Bachelor Of Commerce (B.Com.), Marketing

Curtin University Of Technology

Graduated with Bachelor of Commerce (Marketing)

Education record

Guildford Grammar School Western Australia

Education record

Anglo-Chinese School (Junior)

Education record

Henry Park Primary School
FAQ

Frequently asked questions about Michael Lee

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What company does Michael Lee work for?

Michael Lee works for AIA Singapore.

What is Michael Lee's role at AIA Singapore?

Michael Lee is listed as Chartered Financial Consultant® (ChFC®) at AIA Singapore.

Where is Michael Lee based?

Michael Lee is based in Singapore while working with AIA Singapore.

What companies has Michael Lee worked for?

Michael Lee has worked for Aia Singapore and Prudential Assurance Company Singapore.

Who are Michael Lee's colleagues at AIA Singapore?

Michael Lee's colleagues at AIA Singapore include Claudia Stapp-Danker, Yan Wei Tan, Xavier Oh, Katrina Cheang, and Tzer Fong Tang.

How can I contact Michael Lee?

You can use AeroLeads to view verified contact signals for Michael Lee at AIA Singapore, including work email, phone, and LinkedIn data when available.

What schools did Michael Lee attend?

Michael Lee holds Chartered Financial Consultant® (Chfc®), Financial Planning And Services from The American College.

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