Ron Miura CFP®, MA
Associate Director at Synergy Financial Advisers Pte Ltd- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
-
English Native or bilingual proficiency
-
Japanese Native or bilingual proficiency
-
Mandarin Elementary proficiency
Topline Score
Bio
Wataru Ishida
Miura-san dedicated to my retirement plan since Jan 2016 with his strong passion and expertise in wealth accumulation. I always feel confidence when advised on importance of monthly saving plan during fluctuating stock market, especially in year 2018 and 2020. It is his passion differentiating from rivals; advising me on how to respond to both stock/bond markets and my lifetime events, e.g. starting my own business/temporary income reduction. Miura-san is like more than advisor who brighten my life now.
Nick Teo
I met Ronald a few years back as his account manager and he’s always come across as sincere and professional. He’s an expert with Japanese clients and does his best in his job.
Wataru Ishida
Miura-san dedicated to my retirement plan since Jan 2016 with his strong passion and expertise in wealth accumulation. I always feel confidence when advised on importance of monthly saving plan during fluctuating stock market, especially in year 2018 and 2020. It is his passion differentiating from rivals; advising me on how to respond to both stock/bond markets and my lifetime events, e.g. starting my own business/temporary income reduction. Miura-san is like more than advisor who brighten my life now.
Nick Teo
I met Ronald a few years back as his account manager and he’s always come across as sincere and professional. He’s an expert with Japanese clients and does his best in his job.
Wataru Ishida
Miura-san dedicated to my retirement plan since Jan 2016 with his strong passion and expertise in wealth accumulation. I always feel confidence when advised on importance of monthly saving plan during fluctuating stock market, especially in year 2018 and 2020. It is his passion differentiating from rivals; advising me on how to respond to both stock/bond markets and my lifetime events, e.g. starting my own business/temporary income reduction. Miura-san is like more than advisor who brighten my life now.
Nick Teo
I met Ronald a few years back as his account manager and he’s always come across as sincere and professional. He’s an expert with Japanese clients and does his best in his job.
Wataru Ishida
Miura-san dedicated to my retirement plan since Jan 2016 with his strong passion and expertise in wealth accumulation. I always feel confidence when advised on importance of monthly saving plan during fluctuating stock market, especially in year 2018 and 2020. It is his passion differentiating from rivals; advising me on how to respond to both stock/bond markets and my lifetime events, e.g. starting my own business/temporary income reduction. Miura-san is like more than advisor who brighten my life now.
Nick Teo
I met Ronald a few years back as his account manager and he’s always come across as sincere and professional. He’s an expert with Japanese clients and does his best in his job.
Credentials
-
IBF Qualified(IBFQ) Private Banking & Wealth Management (Product Solution & Management Level 1)
IBFSG - The Institute of Banking & Finance SingaporeSep, 2021- Nov, 2024 -
IBF Qualified Wealth Management-Private Banking (Level 1)
IBFSG - The Institute of Banking & Finance SingaporeAug, 2020- Nov, 2024 -
CACS 1 and 2
IBFSG - The Institute of Banking & Finance SingaporeAug, 2019- Nov, 2024 -
IBF Advanced Financial Planning (Level 2)
IBFSG - The Institute of Banking & Finance SingaporeJun, 2019- Nov, 2024 -
CFP, Certified Financial Planner.
FPAS - Financial Planning Association SingaporeApr, 2019- Nov, 2024 -
Associate Estate Planning Practicioner
Rockwills SingaporeSep, 2018- Nov, 2024 -
BCP, PGI, CGI, M5, M8, M8A, M9, M9A, Cert of HI.
Singapore College Of Insurance
Experience
-
Synergy Financial Advisers Ltd
-
Singapore
-
Financial Services
-
200 - 300 Employee
-
Associate Director
-
Dec 2017 - Present
-
-
-
Grandtag Financial Consultancy & Insurance Brokers Limited
-
Hong Kong
-
Financial Services
-
1 - 100 Employee
-
Wealth Manager
-
Apr 2012 - Nov 2017
To grow and preserve your money To grow and preserve your money
-
-
Education
-
2020 - 2021
WMI
Executive Programme, Wealth Management -
2002 - 2003
University of Birmingham
Master of Arts - MA, International political economy
Community
