Terris Choo

Terris Choo Email and Phone Number

Director of Sales @ Income Advisory Financial Advisers
Singapore
Terris Choo's Location
Singapore, Singapore
About Terris Choo

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.

Terris Choo's Current Company Details
Income Advisory Financial Advisers

Income Advisory Financial Advisers

View
Director of Sales
Singapore
Website:
incomeadvisoryfa.com.sg
Employees:
139
Terris Choo Work Experience Details
  • Income Advisory Financial Advisers
    Director Of Sales
    Income Advisory Financial Advisers
    Singapore
    View
  • Preceptsgroup International
    Certified Estate & Succession Practitioner
    Preceptsgroup International Apr 2021 - Present
    Singapore
    -Estate Planning-Wills & Trusts-Legacy Planning
    View
  • Manulife Financial Advisers Pte Ltd
    Assistant Vice President
    Manulife Financial Advisers Pte Ltd Mar 2021 - Present
    View
  • Finmortgage
    Mortgage Loan Specialist
    Finmortgage 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
    View
  • Fin Investments Pte Ltd
    Senior Consultant
    Fin 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
    View
  • Finlegacy
    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
    View
  • Prudential Assurance Company Singapore
    Financial Services Consultant
    Prudential Assurance Company Singapore Jun 2018 - Feb 2021
    - Life Insurance- Retirement Planning- Investments
    View
  • The Ritz-Carlton Hotel Company, L.L.C.
    Patissier
    The Ritz-Carlton Hotel Company, L.L.C. Mar 2014 - Mar 2015
    Singapore
    View

Terris Choo Skills

Estate Planning Sales Process Commercial Mortgages Salesforce.com Business Sales Financial Planning Microsoft Powerpoint Japanese Language Proficiency Test Telephone Manner Communication English Mortgage Lending Mortgage Consulting Advertising Sales Investment Advisory Telemarketing Microsoft Office Microsoft Word Investment Advisory Services Wills Management General Insurance Insurance Planning Commercial Insurance Life And Health Insurance Licenses Business Insurance Planning Residential Mortgages

Terris Choo Education Details

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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