Clara Poon

Senior Manager 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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Bio

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Credentials

  • Professional Certificate in Business Coaching
    Worldwide Association of Business Coaches™ (WABC™)
    Oct, 2023
    - Nov, 2024
  • WMI Advanced Diploma in Wealth Management
    Wealth Management Institute (WMI)
    Apr, 2021
    - Nov, 2024
  • Associate REIT Investment Advisor
    Financial Perspectives Education Provider
  • Associate Specialist in Estate Planning
    Wealth College
  • Certificate in Advising Small and Family Businesses
    Financial Perspectives Education Provider
  • Certificate in Retirement Adequacy Planning (REAP)
    Financial Perspectives Education Provider
  • Certified Financial Planner (CFP)
    FPAS - Financial Planning Association of Singapore
  • Certified Life Underwriter
    IFPAS - INSURANCE AND FINANCIAL PRACTITIONERS ASSOCIATION OF SINGAPORE (OFFICIAL)
  • Chartered Financial Consultant (ChFC)
    IFPAS - INSURANCE AND FINANCIAL PRACTITIONERS ASSOCIATION OF SINGAPORE (OFFICIAL)
  • IBF Advanced
    IBFSG - The Institute of Banking & Finance Singapore
  • Master Fund Advisor
    Financial Perspectives Education Provider

Experience

Education

  • National University of Singapore
    2011 - 2015
  • KTH Royal Institute of Technology
    Minor in Technopreneurship, NUS Overseas Colleges
    2013 - 2014
  • St Andrew's Junior College
    Junior College
    2009 - 2010
  • CHIJ St. Joseph's Convent
    2005 - 2008

Community

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