Sim Jit-Vern CFP, ChFC, CLU, IBFA

at Great Eastern Financial Advisers Private Limited
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Contact Information
us****@****om
(386) 825-5501
Location
Singapore, SG

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Credentials

  • Advanced Diploma in Wealth Management
    Wealth Management Institute (WMI)
    Dec, 2021
    - Nov, 2024
  • Chartered Life Underwriter
    Singapore College Of Insurance
    Aug, 2021
    - Nov, 2024
  • Associate Specialist in Estate Planning
    Wealth College
    May, 2021
    - Nov, 2024
  • Chartered Financial Consultant (ChFC)
    Singapore College Of Insurance
    Dec, 2019
    - Nov, 2024
  • Certificate in Retirement Adequacy Planning
    Financial Perspectives Education Provider
    Sep, 2017
    - Nov, 2024
  • IBF Advanced
    IBFSG - The Institute of Banking & Finance Singapore
    Apr, 2017
    - Nov, 2024
  • Certified Financial Planner
    FPAS - Financial Planning Association of Singapore
    Sep, 2014
    - Nov, 2024

Experience

  • Great Eastern Financial Advisers Private Limited
    • Singapore
    • Financial Services
    • 700 & Above Employee
      • Jan 2021 - Present

      • Jan 2019 - Dec 2020

      - Advisors' Clique Top Recruiting ESM 2019 (1st)- Advisors' Clique Top ESM Group 2020 (3rd)- Achievers' Club Qualifier (Prestige)- Advisors' Clique Centurion Club- FSMA Singapore Management Award (Silver)

      • Jan 2016 - Dec 2018

      - Advisors' Clique Top Manager Group 2018 (2nd)- Achievers' Club Qualifier (Prestige)- FSMA Singapore Management Award (Bronze, Silver)

      • Jan 2013 - Dec 2015

      - Achievers' Club Qualifier (Bronze)

      • Jan 2011 - Dec 2012

      - Associate of the Year 2011- Achievers' Club Qualifier (Bronze)

      • Jan 2010 - Dec 2010

      - Associate of the Year 2010- Achievers Club Qualifier (Rookie)

Education

  • National University of Singapore
    Bachelor of Engineering (B.Eng.), Electrical and Electronics Engineering
    2005 - 2009

Community

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