Jarrod Wong, CFP®

Senior Wealth Management Consultant at TallRock Capital
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Contact Information
us****@****om
(386) 825-5501
Location
Singapore, Singapore, SG

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Credentials

  • Certified Financial Planner (CFP®)
    FPAS - Financial Planning Association of Singapore
    Dec, 2022
    - Sep, 2024
  • CMFAS Module 6A Securities & Futures Product Knowledge
    IBFSG - The Institute of Banking & Finance Singapore
    Sep, 2020
    - Sep, 2024
  • Associate Estate Planning Practitioner (AEPP®)
    Estate Planning Practitioners Ltd
    Aug, 2020
    - Sep, 2024
  • CMFAS Module 6 Securities Products & Analysis
    IBFSG - The Institute of Banking & Finance Singapore
    Jul, 2020
    - Sep, 2024
  • M8 - Collective Investment Scheme
    Singapore College Of Insurance
    Jul, 2019
    - Sep, 2024
  • M8A - Collective Investment Schemes II
    Singapore College Of Insurance
    May, 2019
    - Sep, 2024
  • M5 - Rules and Regulations for Financial Advisory Services
    Singapore College Of Insurance
    Jul, 2018
    - Sep, 2024

Experience

  • TallRock Capital
    • Singapore
    • Financial Services
    • 1 - 100 Employee
    • Senior Wealth Management Consultant
      • Aug 2022 - Present

      Headquartered in Singapore, we specialise in wealth management, investments, insurance planning, comprehensive financial planning and tax efficient planning to provide lifetime financial success to our clients. Headquartered in Singapore, we specialise in wealth management, investments, insurance planning, comprehensive financial planning and tax efficient planning to provide lifetime financial success to our clients.

  • IPP Financial Advisers
    • Financial Services
    • 300 - 400 Employee
    • Senior Wealth Management Consultant
      • Apr 2022 - Jul 2022

    • Wealth Management Consultant
      • May 2019 - Apr 2022

      IPPFA is Singapore's first comprehensive financial planning company, partnering with more than 20 institutional firms to provide our clients unbiased advice on both insurance and investments. As a young consultant at IPPFA, I had the privilege of working with clients ranging from young adults to high net worth individuals, working closely, and adapting processes when needed to ensure finances are optimised towards their goals. Managed a 7-figure portfolio on multiple platforms. 2020: Producer's Club, MDRT2021: Producer's Club, MDRT, Top 100 Advisors Show less

Education

  • Singapore Management University
    Bachelor of Science in Economics, Economics
    2018 - 2022

Community

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