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Winnie Chan (Cfp, Mdrt) is listed as Wealth Advisory Director at Financial Alliance Pte Ltd, a company with 363 employees, based in Singapore, Singapore, 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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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).
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A career timeline built from the work history available for this profile.
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..
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.
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.
- Providing holistic financial planning in risk management, investment planning, retirement funding and mortgage loans analysis.
Other employees you can reach at fa.com.sg. View company contacts for 363 employees →
Christina Ang (Aepp, Awp, Mdrt)
Colleague at Financial Alliance Pte LtdSingapore, Singapore, Singapore
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Jack Ng
Colleague at Financial Alliance Pte LtdSingapore, Singapore
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Surina Zakariah
Colleague at Financial Alliance Pte LtdSingapore, Singapore
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Lim Richard
Colleague at Financial Alliance Pte LtdSingapore, Singapore
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Irene Yeo
Colleague at Financial Alliance Pte LtdSingapore, Singapore
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JL
Joy Lem
Colleague at Financial Alliance Pte LtdSingapore, Singapore
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SK
Shawn Kan
Colleague at Financial Alliance Pte LtdSingapore, Singapore, Singapore
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MY
Monica Yang
Colleague at Financial Alliance Pte LtdSingapore, Singapore
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Sau Tong
Colleague at Financial Alliance Pte LtdSingapore, Singapore
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Vincent Michelle
Colleague at Financial Alliance Pte LtdSingapore, Singapore
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Currently pursuing ABRSM Piano Performance Grade 7/8
Quick answers generated from the profile data available on this page.
Winnie Chan (Cfp, Mdrt) works for Financial Alliance Pte Ltd.
Winnie Chan (Cfp, Mdrt) is listed as Wealth Advisory Director at Financial Alliance Pte Ltd.
Winnie Chan (Cfp, Mdrt) is based in Singapore, Singapore, Singapore while working with Financial Alliance Pte Ltd.
Winnie Chan (Cfp, Mdrt) has worked for Financial Alliance Pte Ltd and Alpha Financial Advisers Pte Ltd.
Winnie Chan (Cfp, Mdrt)'s colleagues at Financial Alliance Pte Ltd include Christina Ang (Aepp, Awp, Mdrt), Jack Ng, Surina Zakariah, Lim Richard, and Irene Yeo.
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.
Winnie Chan (Cfp, Mdrt) holds Bachelor'S Degree, Economics & Statistics from National University Of Singapore.
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