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Winnie Chan (Cfp, Mdrt) Email & Phone Number

Wealth Advisory Director at Financial Alliance Pte Ltd
Location: Singapore 4 work roles 2 schools
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✓ Verified July 2026 3 data sources Profile completeness 86%

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Current company
Financial Alliance Pte Ltd
Role
Wealth Advisory Director
Location
Singapore
Company size
363 employees

Who is Winnie Chan (Cfp, Mdrt)? Overview

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Quick answer

Winnie Chan (Cfp, Mdrt) is listed as Wealth Advisory Director at Financial Alliance Pte Ltd, a with 363 employees, based in Singapore. AeroLeads shows a matched LinkedIn profile for Winnie Chan (Cfp, Mdrt).

Winnie Chan (Cfp, Mdrt) previously worked as Wealth Advisory Director (Associate) at Financial Alliance Pte Ltd and Financial Advisory Manager at Financial Alliance Pte Ltd. Winnie Chan (Cfp, Mdrt) holds Bachelor'S Degree, Economics & Statistics from National University Of Singapore.

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Email format at Financial Alliance Pte Ltd

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Financial Alliance Pte Ltd

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Profile bio

About Winnie Chan (Cfp, Mdrt)

Winnie Chan is a distinguished Certified Financial Planner (CFP) with over a decade of expertise in financial advisory services, specializing in the unique needs of professionals. Her commitment to her clients has led many to achieve their financial aspirations while ensuring the protection of their families.With extensive experience in insurance claims, Winnie has been instrumental in securing successful payouts, providing crucial financial relief during challenging times.Winnie’s passion for community engagement is evident through her financial education initiatives. She has conducted insightful financial talks for esteemed organizations such as Carousell Group, Singapore National Eye Centre, and Singtel, empowering their employees with valuable financial knowledge.Outside of her professional commitments, Winnie balances her life with a passion for fitness and music. She enjoys rigorous workouts at the gym and is a pianist, recently awarded ABRSM Piano Performance Grade 6 (Merit).

Current workplace

Winnie Chan (Cfp, Mdrt)'s current company

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Financial Alliance Pte Ltd
Financial Alliance Pte Ltd
Wealth Advisory Director
singapore, singapore
Website
fa.com.sg
Employees
363
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Company profile
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4 roles

Winnie Chan (Cfp, Mdrt) work experience

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

Wealth Advisory Director

Current
Financial Alliance Pte Ltd

Singapore

- Providing holistic financial planning in risk management, investment planning, retirement funding, mortgage loans analysis and estate planning.- More than 10 years' experience in servicing the expatriate community in tax, investment and legacy planning.- Experienced financial analysis on insurance products, unit trusts and alternative investments.- Consistently achieving FA Quality Class over the last 12 years, for exemplary standards in client relationships, revenue generation and financial competency.- Experienced financial speaker, having conducted more than 40 financial talks at various companies- More than 10 years' insurance claims experience, providing emotional support & right advice for smooth claims process

Jan 2022 - Present

Wealth Advisory Director (Associate)

Financial Alliance Pte Ltd

Singapore

- Providing holistic financial planning in risk management, investment planning, retirement funding, mortgage loans analysis and estate planning.- More than 10 years' experience in servicing the expatriate community in tax and investment planning.- Experienced financial analysis on insurance products, unit trusts and alternative investments.- Consistently achieving FA Quality Class over the last 10 years, for exemplary standards in client relationships, revenue generation and financial competency.- Experienced financial speaker, having conducted more than 40 financial talks at various companies- More than 10 years' insurance claims experience, providing emotional support & right advice for smooth claims process

Jan 2020 - Dec 2021

Financial Advisory Manager

Financial Alliance Pte Ltd

Singapore

- Providing holistic financial planning in risk management, investment planning, retirement funding, mortgage loans analysis and estate planning. - Financial analysis on insurance products, unit trusts and alternative investments. - Consistently achieving FA Quality Class over the last 10 years, for exemplary standards in client relationships, revenue generation and financial competency.

Jan 2010 - Dec 2019

Senior Consultant

Alpha Financial Advisers Pte Ltd

- Providing holistic financial planning in risk management, investment planning, retirement funding and mortgage loans analysis.

Jan 2007 - Dec 2009
Team & coworkers

Colleagues at Financial Alliance Pte Ltd

Other employees you can reach at fa.com.sg. View company contacts for 363 employees →

WY Wei Ying Lee Wei Ying Lee Colleague at Financial Alliance Pte LtdSingapore View → DM Devnavin Madeswaran Devnavin Madeswaran Colleague at Financial Alliance Pte LtdSingapore View → 许 许丽妮 许丽妮 Colleague at Financial Alliance Pte LtdContact Info, United States View → MV Meena V Meena V Colleague at Financial Alliance Pte LtdSingapore View → KW Kwok Wah Thong Kwok Wah Thong Colleague at Financial Alliance Pte LtdSingapore View → WK Winston Khoo Winston Khoo Colleague at Financial Alliance Pte LtdSingapore View → RH Regina H. Regina H. Colleague at Financial Alliance Pte LtdSingapore View → MY Michelle Yap Michelle Yap Colleague at Financial Alliance Pte LtdSingapore View → JC Janice Chin Janice Chin Colleague at Financial Alliance Pte LtdSingapore View → HH Hwee Hoon Soh, Cfp Hwee Hoon Soh, Cfp Colleague at Financial Alliance Pte LtdSingapore View →
2 education records

Winnie Chan (Cfp, Mdrt) education

Music, Abrsm Piano Theory Grade 5 (Distinction) / Piano Performance Grade 6 (Merit)

Abrsm

Currently pursuing ABRSM Piano Performance Grade 7/8

FAQ

Frequently asked questions about Winnie Chan (Cfp, Mdrt)

Quick answers generated from the profile data available on this page.

What company does Winnie Chan (Cfp, Mdrt) work for?

Winnie Chan (Cfp, Mdrt) works for Financial Alliance Pte Ltd.

What is Winnie Chan (Cfp, Mdrt)'s role at Financial Alliance Pte Ltd?

Winnie Chan (Cfp, Mdrt) is listed as Wealth Advisory Director at Financial Alliance Pte Ltd.

Where is Winnie Chan (Cfp, Mdrt) based?

Winnie Chan (Cfp, Mdrt) is based in Singapore while working with Financial Alliance Pte Ltd.

What companies has Winnie Chan (Cfp, Mdrt) worked for?

Winnie Chan (Cfp, Mdrt) has worked for Financial Alliance Pte Ltd and Alpha Financial Advisers Pte Ltd.

Who are Winnie Chan (Cfp, Mdrt)'s colleagues at Financial Alliance Pte Ltd?

Winnie Chan (Cfp, Mdrt)'s colleagues at Financial Alliance Pte Ltd include Wei Ying Lee, Devnavin Madeswaran, 许丽妮, Meena V, and Kwok Wah Thong.

How can I contact Winnie Chan (Cfp, Mdrt)?

You can use AeroLeads to view verified contact signals for Winnie Chan (Cfp, Mdrt) at Financial Alliance Pte Ltd, including work email, phone, and LinkedIn data when available.

What schools did Winnie Chan (Cfp, Mdrt) attend?

Winnie Chan (Cfp, Mdrt) holds Bachelor'S Degree, Economics & Statistics from National University Of Singapore.

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