Michele SG

Snr Relationship Manager, Financial Advisory at Synergy Financial Advisers Pte Ltd
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Contact Information
us****@****om
(386) 825-5501
Location
Singapore, SG
Languages
  • Japanese Elementary proficiency
  • Mandarin Native or bilingual proficiency
Skills

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Bio

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Credentials

  • IBF Advanced (Level 2)
    The Institute of Banking and Finance
    Jan, 2017
    - Nov, 2024
  • Certified Financial Planner
    Financial Planning Association of Singapore
    Dec, 2016
    - Nov, 2024
  • Associate Wealth Planner
    Financial Planning Association of Singapore
    Dec, 2015
    - Nov, 2024
  • Associate Financial Planner
    Financial Planning Association of Singapore
    Mar, 2003
    - Nov, 2024

Experience

  • Synergy Financial Advisers Ltd
    • Singapore
    • Financial Services
    • 200 - 300 Employee
    • Snr Relationship Manager, Financial Advisory
      • Apr 2014 - Present

      - Financial Advisory- Investments and Portfolio Construction- Will Writing & Estate Planning- Employee Benefits Planning- Talent Retention Strategies- General Insurance (Personal, Home, Motor, Corporate) - Financial Advisory- Investments and Portfolio Construction- Will Writing & Estate Planning- Employee Benefits Planning- Talent Retention Strategies- General Insurance (Personal, Home, Motor, Corporate)

  • Manulife (Singapore) Pte. Ltd.
    • Financial Adviser
      • Apr 2002 - Apr 2014

      Establishing financial goals and working together with clients to achieve them Establishing financial goals and working together with clients to achieve them

Education

  • Queensland University of Technology
    Bachelor of Information Technology, Information Systems
    2000 - 2001
  • CHIJ St Nicholas Girls School
    GCE 'O' Levels
    1983 - 1994
  • Ngee Ann Polytechnic
    Diploma in Computer Studies, Information Systems
    1995 -

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