Sherwin Lee
Financial Services Consultant at MTFG Agency- Claim this Profile
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Bio
Jason Lim
Sherwin is someone I know I can always count on for honest, factual financial advice. Humble and reliable, Sherwin puts everything into delivering exceptional client experience, and always has each client's best interests at heart. If what you're looking for is an affordable yet balanced and comprehensive coverage portfolio optimized just for you, or just someone to talk to on your questions on financial health, Sherwin is your guy.
Jeremy Chua
Sherwin holds a wide variety of positions to me. A trusted friend, a confidante and financial advisor to me and my family. I know I can always depend on Sherwin to provide reasonable, suitable and optimized financial planning strategies which are tailored to the needs of my family. Ever reliable, Sherwin has never failed to respond to my enquiries, minor and major, in a timely and professional manner. If peace of mind is what you need, Sherwin is the one you need!
Jason Lim
Sherwin is someone I know I can always count on for honest, factual financial advice. Humble and reliable, Sherwin puts everything into delivering exceptional client experience, and always has each client's best interests at heart. If what you're looking for is an affordable yet balanced and comprehensive coverage portfolio optimized just for you, or just someone to talk to on your questions on financial health, Sherwin is your guy.
Jeremy Chua
Sherwin holds a wide variety of positions to me. A trusted friend, a confidante and financial advisor to me and my family. I know I can always depend on Sherwin to provide reasonable, suitable and optimized financial planning strategies which are tailored to the needs of my family. Ever reliable, Sherwin has never failed to respond to my enquiries, minor and major, in a timely and professional manner. If peace of mind is what you need, Sherwin is the one you need!
Jason Lim
Sherwin is someone I know I can always count on for honest, factual financial advice. Humble and reliable, Sherwin puts everything into delivering exceptional client experience, and always has each client's best interests at heart. If what you're looking for is an affordable yet balanced and comprehensive coverage portfolio optimized just for you, or just someone to talk to on your questions on financial health, Sherwin is your guy.
Jeremy Chua
Sherwin holds a wide variety of positions to me. A trusted friend, a confidante and financial advisor to me and my family. I know I can always depend on Sherwin to provide reasonable, suitable and optimized financial planning strategies which are tailored to the needs of my family. Ever reliable, Sherwin has never failed to respond to my enquiries, minor and major, in a timely and professional manner. If peace of mind is what you need, Sherwin is the one you need!
Jason Lim
Sherwin is someone I know I can always count on for honest, factual financial advice. Humble and reliable, Sherwin puts everything into delivering exceptional client experience, and always has each client's best interests at heart. If what you're looking for is an affordable yet balanced and comprehensive coverage portfolio optimized just for you, or just someone to talk to on your questions on financial health, Sherwin is your guy.
Jeremy Chua
Sherwin holds a wide variety of positions to me. A trusted friend, a confidante and financial advisor to me and my family. I know I can always depend on Sherwin to provide reasonable, suitable and optimized financial planning strategies which are tailored to the needs of my family. Ever reliable, Sherwin has never failed to respond to my enquiries, minor and major, in a timely and professional manner. If peace of mind is what you need, Sherwin is the one you need!
Credentials
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Chartered Financial Consultant (ChFC)
Singapore College of Insurance LtdJan, 2019- Oct, 2024
Experience
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MTFG Agency
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Singapore
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Financial Services
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1 - 100 Employee
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Financial Services Consultant
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Jun 2018 - Present
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AIA
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Hong Kong
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Insurance
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700 & Above Employee
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Financial Services Consultant
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Jun 2018 - Present
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Prudential Assurance Company Singapore
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Singapore
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Financial Services
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700 & Above Employee
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Financial Consultant
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Jul 2012 - Apr 2018
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Education
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SIM Global Education
Bachelor of Business, Economics & Finance