Roger Lim
Senior Relationship Manager at Synergy Financial Advisers Pte Ltd- Claim this Profile
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Bio
Credentials
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CERTIFIED FINANCIAL PLANNER™ (CFP®)
Financial Planning Association of SingaporeDec, 2007- Nov, 2024
Experience
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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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Nov 2012 - Present
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Relationship Manager
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Nov 2012 - Jan 2014
Providing Financial Solutions, Recruitment
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Singapore Armed Forces
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Defense & Space
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700 & Above Employee
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Infantry Officer
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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
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Printing Consultant
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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/
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Financial Consultant
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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.
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Education
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University of London
Bachelor's degree, Banking and Finance -
Singapore Management University
Economics, Economics -
Ngee Ann Polytechnic
Electronic and Computer Engineering, Avionics -
Holy Innocents' Secondary School