Pauline Wong 王愉惠 ( AFP, AEPP )
Financial Para Planner at Global Financial Consultants Pte Ltd (GFC)- Claim this Profile
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cantonese Professional working proficiency
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Mandarin -
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English Professional working proficiency
Topline Score
Bio
Nicholas Chu
Pauline is well-versed in the art of people engagement. As a Team Leader, she is knowledgeable, always have information on her fingertips. She is always ready to help a fellow teammate and give her valuable advice when needed. As a planner and advisor, Pauline's experience in the industry combined with her work ethics, integrity ensures that clients under her care will receive the best of advice and have their portfolio managed and well taken care of.
Nicholas Chu
Pauline is well-versed in the art of people engagement. As a Team Leader, she is knowledgeable, always have information on her fingertips. She is always ready to help a fellow teammate and give her valuable advice when needed. As a planner and advisor, Pauline's experience in the industry combined with her work ethics, integrity ensures that clients under her care will receive the best of advice and have their portfolio managed and well taken care of.
Nicholas Chu
Pauline is well-versed in the art of people engagement. As a Team Leader, she is knowledgeable, always have information on her fingertips. She is always ready to help a fellow teammate and give her valuable advice when needed. As a planner and advisor, Pauline's experience in the industry combined with her work ethics, integrity ensures that clients under her care will receive the best of advice and have their portfolio managed and well taken care of.
Nicholas Chu
Pauline is well-versed in the art of people engagement. As a Team Leader, she is knowledgeable, always have information on her fingertips. She is always ready to help a fellow teammate and give her valuable advice when needed. As a planner and advisor, Pauline's experience in the industry combined with her work ethics, integrity ensures that clients under her care will receive the best of advice and have their portfolio managed and well taken care of.
Credentials
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Administrative Professional Foundations
LinkedInDec, 2022- Nov, 2024 -
Dipolma in Retail
Workforce SingaporeJan, 2022- Nov, 2024 -
Certificate of Employment Intermediaries
Ministry of ManpowerDec, 2020- Nov, 2024 -
Associate Financial Planner (AFP)
FPAS - Financial Planning Association of SingaporeSep, 2020- Nov, 2024 -
Advance Certification on Training and Assessment (ACTA)
Workforce SingaporeJun, 2017- Nov, 2024 -
Associate Estate Planning Practitoiner
THE SOCIETY OF WILL WRITERS AND ESTATE PLANNING PRACTITIONERSJan, 2013- Nov, 2024
Experience
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Global Financial Consultants Pte Ltd (GFC)
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Singapore
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Financial Services
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1 - 100 Employee
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Financial Para Planner
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Feb 2023 - Present
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Manulife Financial Advisers Pte Ltd
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Singapore
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Financial Services
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700 & Above Employee
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Assistant Vice President
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Jun 2021 - Jul 2022
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Synergy Financial Advisers Ltd
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Singapore
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Financial Services
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200 - 300 Employee
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Senior Relationship Manager
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Sep 2017 - Jan 2021
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IPP Financial Advisers
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Financial Services
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300 - 400 Employee
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Financial Advisor
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May 2005 - Aug 2015
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AIA Singapore
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Singapore
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Insurance
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700 & Above Employee
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Financial Service Consultant
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Sep 1996 - Dec 2004
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Education
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2020 - 2021
Aventis School of Management
High School Diploma, Business Administration and Management, General
Community
