Agnes Lim

Financial Services Advisor at Synergy Financial Advisers Pte Ltd
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Contact Information
us****@****om
(386) 825-5501
Location
Singapore, SG

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Credentials

  • Certified Financial Planner (CFP)
    FPAS - Financial Planning Association Singapore

Experience

  • Synergy Financial Advisers Ltd
    • Singapore
    • Financial Services
    • 200 - 300 Employee
    • Financial Services Advisor
      • Feb 2022 - Present

    • Director
      • Feb 2022 - Present

      "People begin to be successful the minute they decide to be" — Harvey MackeyTrue value is created when you empower people to be who they want to be and to live the life they want to live by taking care of their what ifs.

  • 优 YOU Advisory Partners
    • Singapore
    • Financial Services
    • 1 - 100 Employee
    • Director
      • Sep 2019 - Present

  • LINC Financial Pte Ltd
    • Singapore
    • Financial Services
    • 1 - 100 Employee
    • Financial Services Director
      • Mar 2021 - Feb 2022

  • Professional Investment Advisory Services Pte Ltd
    • Singapore
    • Financial Services
    • 500 - 600 Employee
    • Financial Services Manager
      • Feb 2013 - Feb 2021

  • IPP Financial Advisers
    • Financial Services
    • 300 - 400 Employee
    • Financial Services Manager
      • Jul 2007 - Dec 2012

  • Ministry of Manpower
    • Singapore
    • Government Administration
    • 700 & Above Employee
    • Manager, Contact Centre Management & Feedback Channel Management
      • Apr 2002 - Aug 2006

      - MOM Star Award (2004, 2005) - MOM Star Award (2004, 2005)

Education

  • Nanyang Technological University
    Bachelor of Business Administration (B.B.A.), Marketing
    1998 - 2001
  • Jurong Junior College
    1996 - 1997
  • Crescent Girls' School
    1992 - 1995

Community

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