Jolene Huang, AWPᶜᵐ

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

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5.0

/5.0
/ Based on 2 ratings
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Si Hui Lee

Prior to being recommended to Jolene, I had issues finding a reliable financial services provider after the retirement of my previous consultant. Right from our first meeting, Jolene struck me as someone who genuinely cares for her clients. In fact, even years after our first meeting, Jolene is still one of the most dedicated, attentive and responsive financial services providers I've ever met. She takes time to listen to my concerns and provides tailored solutions to fit my needs and budget. Unlike some consultants, she doesn't hardsell nor simply provide generic solutions. I feel safe with Jolene as my consultant and I highly recommend her service. If you are looking for a dedicated financial services provider, look no further, I'd encourage you to have a chat with Jolene.

Fang Siyu

Jolene has been my consultant for about five years and based on our interaction, she is the kind of consultant that really has her clients’ interests at heart. She is very knowledgeable about insurance and investment products and was able to recommend products from different companies to meet my requirements. She patiently answered all my questions regarding different products and proactively followed up with me when there were changes in product terms. When I submitted a claim for my insurance, she was very responsive and helped me to follow up on the process on a weekly basis until the claim was completed. I appreciate her dedication and would highly recommend her as a trusted financial consultant.

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Credentials

  • Associate Wealth Planner
    FPAS - Financial Planning Association of Singapore
    Sep, 2020
    - Nov, 2024
  • General Insurance Certification (Basic Concepts & Principles, Personal GI & Commercial GI)
    Singapore College Of Insurance
  • Health Insurance (HI)
    Singapore College Of Insurance
  • Life Insurance And Investment-Linked Policies (M9)
    Singapore College Of Insurance
  • Life Insurance And Investment-Linked Policies II (M9A)
    Singapore College Of Insurance
  • Rules And Regulations For Financial Advisory Services
    Singapore College Of Insurance

Experience

    • Singapore
    • Financial Services
    • 200 - 300 Employee
    • Associate Director
      • Jun 2022 - Present

    • Singapore
    • Financial Services
    • 300 - 400 Employee
    • Senior Consultant
      • Jun 2020 - May 2022

    • Consultant, Financial Advisor
      • Sep 2017 - Jun 2020

    • Education Administration Programs
    • 1 - 100 Employee
    • Tertiary Private Tutor
      • Oct 2014 - Aug 2017

      Modules tutored includes Principles of accounting, Financial Accounting, Management Accounting, Microeconomics, Finance, Managerial Finance, Auditing and assurance from universities from SIM-UOL, RMIT, NTU, Murdoch University, PBS Academy and polytechnics and diploma from Republic Polytechnic, Nanyang Polytechnic, Ngee Ann Polytechnic, SIM and Kaplan. Advised students on their project from SMU accounting module. Modules tutored includes Principles of accounting, Financial Accounting, Management Accounting, Microeconomics, Finance, Managerial Finance, Auditing and assurance from universities from SIM-UOL, RMIT, NTU, Murdoch University, PBS Academy and polytechnics and diploma from Republic Polytechnic, Nanyang Polytechnic, Ngee Ann Polytechnic, SIM and Kaplan. Advised students on their project from SMU accounting module.

    • France
    • Insurance
    • 700 & Above Employee
    • Financial Planner
      • Aug 2015 - Jul 2017

    • Singapore
    • Banking
    • 700 & Above Employee
    • Credit Control Unit Officer
      • Aug 2011 - Aug 2013

      Assisted in Business Loans, Bridging Loans, Working Capital Loans approvals for SMEs. Assisted in Business Loans, Bridging Loans, Working Capital Loans approvals for SMEs.

Education

  • Singapore Institute of Management
    Bachelor of Science (Honours) in Accounting and Finance, Accounting and Finance
    2013 - 2015
  • University of London
    -

Community

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