Roger Lim

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

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Bio

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Credentials

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
    Financial Planning Association of Singapore
    Dec, 2007
    - Nov, 2024

Experience

    • Singapore
    • Financial Services
    • 200 - 300 Employee
    • Senior Relationship Manager
      • Nov 2012 - Present

    • Relationship Manager
      • Nov 2012 - Jan 2014

      Providing Financial Solutions, Recruitment

    • Defense & Space
    • 700 & Above Employee
    • Infantry Officer
      • Aug 2008 - Present

      After commissioned as an officer in the Singapore armed forces, I was posted as Company 2nd-In Charge, working hand in hand with 4 other officers and over 100 men in a company. My last six months in Full-time SAF was spent as a DYS1(manpower officer) in charge of battalion HR matters. During my role as a manpower officer, i came in touch with financial planning for my men, usually to advise financial 101 tips on budgeting/expense and if necessary, to provide financial aid to needy soldiers upon house visits. Now in my 12th year of my reservist, i am in charge as S1(Manpower) in my brigade. Show less

    • Printing Consultant
      • Jan 2005 - Oct 2021

      Family business interest- my role is as of a liaison for sales, design and printing solutions. - We specialist in offset, large format printing and graphic design http://www.unipress.com.sg/ Family business interest- my role is as of a liaison for sales, design and printing solutions. - We specialist in offset, large format printing and graphic design http://www.unipress.com.sg/

    • Financial Consultant
      • Jun 2010 - Nov 2012

      We provide holistic financial services for individuals/corporation alike; my specialty lies on emerging markets mutual funds investing. We provide holistic financial services for individuals/corporation alike; my specialty lies on emerging markets mutual funds investing.

Education

  • University of London
    Bachelor's degree, Banking and Finance
    2011 - 2014
  • Singapore Management University
    Economics, Economics
    2010 - 2011
  • Ngee Ann Polytechnic
    Electronic and Computer Engineering, Avionics
    2005 - 2008
  • Holy Innocents' Secondary School
    2000 - 2004

Community

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