Pauline Lau

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

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Credentials

  • Module 6A (M​6A) - Securities & Futures Product Knowledge
    IBFSG - The Institute of Banking & Finance Singapore
    Sep, 2020
    - Nov, 2024
  • Module 6 (M6) - Securities Products & Analysis
    IBFSG - The Institute of Banking & Finance Singapore
    Aug, 2020
    - Nov, 2024
  • IBFA
    Institute of Banking and Finance
    Dec, 2017
    - Nov, 2024
  • Certified Financial Planner
    Financial Planning Association of Singapore (FPAS)

Experience

  • Synergy Financial Advisers Ltd
    • Singapore
    • Financial Services
    • 200 - 300 Employee
    • Deputy Director
      • Jun 2022 - Present

    • Associate Director
      • Sep 2019 - Present

    • Senior Relationship Manager
      • Jan 2014 - Present

      Retirement Planning, Tax and Estate planning

  • AXA
    • France
    • Insurance
    • 700 & Above Employee
    • Relationship Manager
      • Oct 2010 - Jan 2014

      Financial Planning for Protection, wealth planning for Retirement Financial Planning for Protection, wealth planning for Retirement

  • Manulife financial singapore
    • Financial Planner
      • Dec 2007 - Sep 2010

      Comprehensive Financial Planning Comprehensive Financial Planning

Education

  • National University of Singapore
    B.Sc, Science
    1996 - 1999
  • Singapore Polytechnic
    Diploma in Chemical Process Technology, Chemistry
    1992 - 1995

Community

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