Garrick Lin
Associate Director at Synergy Financial Advisers Pte Ltd- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
English Full professional proficiency
-
Mandarin Native or bilingual proficiency
Topline Score
Bio
Experience
-
Synergy Financial Advisers Ltd
-
Singapore
-
Financial Services
-
200 - 300 Employee
-
Associate Director
-
Oct 2016 - Present
-
-
Client Advisor
-
Mar 2011 - Sep 2016
1. Life Insurance/Financial Planning• Income Protection (Death/Critical Illness/Disability Coverage)• Wealth Accumulation (Savings/Endowment/Investment-Linked Plans)• Retirement Planning (Supplement Retirement Scheme/Annuity)• Single/Regular Premium Investment-Linked Plans (Cash/CPF-OA/SA)• Children Tertiary/Education Planning• Mortgage Loan Protection2. Business/Corporate Insurance• Business Continuity Programs (Business Partners/Directors)• Loss Of Key Employee Insurance (Key Man Insurance)• Company Employees’ Benefit (Medical/Accidental Coverage)3. Accidental/Health Care Coverage• Personal/Family Accident Protection• Hospitalisation/Medical Plans (Coverage & Reimbursement Of Pre/Post Hospitalisation Cost/Income)4. General Insurance• Workmen Compensation• Fire & Theft Insurance For Homes/Offices• Travel Insurance• Motor Vehicle Insurance• Corporate Group Insurance• Golf Insurance• All Other Forms Of General InsuranceIn addition to the mentioned, I am also specialized in providing Policies Review/Summary, Financial Health Check/Review as well as Financial Analysis.
-
-
Education
-
Singapore College of Insurance
Financial Planning and Services -
Institute of Technical Education ( Clementi )
Business Administration -
Institute of Technical Education ( Clementi )
Retail Management -
Unity Secondary School
GCE N Levels -
Hong Kah Primary School
PSLE