Terris Choo Email and Phone Number
Terris embarked on a new journey with a doctor led independent consultancy firm specializing in dispensing holistic solutions to meet the needs of medical doctors and healthcare professionals ranging from Mortgage Loans for Commercial, Residential and Industrial Properties, setting up of private medical practice/ clinics, Wills, Trust & LPA services and much more under one roof. He seeks to extend the services to as many doctors and medical professionals in Singapore. With their holistic services and wide range of partners catering to healthcare/medical professionals, Terris represents the clients interest and not the institutions.
Income Advisory Financial Advisers
View- Website:
- incomeadvisoryfa.com.sg
- Employees:
- 139
-
Director Of SalesIncome Advisory Financial AdvisersSingapore -
Certified Estate & Succession PractitionerPreceptsgroup International Apr 2021 - PresentSingapore-Estate Planning-Wills & Trusts-Legacy Planning -
Assistant Vice PresidentManulife Financial Advisers Pte Ltd Mar 2021 - Present -
Mortgage Loan SpecialistFinmortgage Mar 2021 - Present- Mortgage Loans for Residential, Commercial and Industrial Properties- TDSR & MSR Assessment- Obtain, Compare and Recommend Competitive Loan Packages To Clients For New Purchase & Refinancing Needs -
Senior ConsultantFin Investments Pte Ltd Mar 2021 - Present- Mortgage Loans for Residential, Commercial and Industrial Properties- Wills, Trusts & Lasting Power of Attorney (LPA)- Estate & Legacy Planning- Acquisition and Setup of Clinical Practice- Medical Properties -
Associate Estate Planning Practitioner (Aepp®)Finlegacy Mar 2021 - Present- Design & Curate Personalized Estate Plans For Individuals and Businesses- Provide Advice For Will and Trust Planning- Provide Advice and Recommend Solutions For Business Succession Strategies -
Financial Services ConsultantPrudential Assurance Company Singapore Jun 2018 - Feb 2021- Life Insurance- Retirement Planning- Investments -
PatissierThe Ritz-Carlton Hotel Company, L.L.C. Mar 2014 - Mar 2015Singapore
Terris Choo Skills
Terris Choo Education Details
-
First Class Honours
Frequently Asked Questions about Terris Choo
What company does Terris Choo work for?
Terris Choo works for Income Advisory Financial Advisers
What is Terris Choo's role at the current company?
Terris Choo's current role is Director of Sales.
What schools did Terris Choo attend?
Terris Choo attended Northumbria University.
What skills is Terris Choo known for?
Terris Choo has skills like Estate Planning, Sales Process, Commercial Mortgages, Salesforce.com, Business, Sales, Financial Planning, Microsoft Powerpoint, Japanese Language Proficiency Test, Telephone Manner, Communication, English.
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