Winston Khoo
Senior Financial Advisory Manager at Financial Alliance Pte Ltd- Claim this Profile
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English Professional working proficiency
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Chinese Professional working proficiency
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Bio
Khan Loon Tang 陈康伦
I know Winston for about 8 years now since I joined Financial Alliance group in 2012. He is friendly, knowledgeable in his areas of specialization as a financial consultant, tech savvy and mobile. He serves clients not only in Singapore, but clients from the region such as Taiwan and China. With his hard work and dedication to pursue for excellence in his role, he is always one of the members of our company prestigious quality club - Financial Alliance Quality Club, FAQC (less than 30% of our financial consultants qualified for this club). He is a person whom you can trust for your financial planning and wealth management!
Jonathan Low
Winston sets himself apart from other financial advisers i've worked with by putting the relationship before the sale. He seeks to carefully ask diagnostic questions to establish the real underlying needs before recommending a solution. He is not afraid to walk away from a sale if he strongly believes that the product is not suitable for his client. That's courage and integrity there. I strongly encourage anyone who is serious about looking after their financial wellness to work with Winston. You'll find that he is a caring and worthy ally in this.
Khan Loon Tang 陈康伦
I know Winston for about 8 years now since I joined Financial Alliance group in 2012. He is friendly, knowledgeable in his areas of specialization as a financial consultant, tech savvy and mobile. He serves clients not only in Singapore, but clients from the region such as Taiwan and China. With his hard work and dedication to pursue for excellence in his role, he is always one of the members of our company prestigious quality club - Financial Alliance Quality Club, FAQC (less than 30% of our financial consultants qualified for this club). He is a person whom you can trust for your financial planning and wealth management!
Jonathan Low
Winston sets himself apart from other financial advisers i've worked with by putting the relationship before the sale. He seeks to carefully ask diagnostic questions to establish the real underlying needs before recommending a solution. He is not afraid to walk away from a sale if he strongly believes that the product is not suitable for his client. That's courage and integrity there. I strongly encourage anyone who is serious about looking after their financial wellness to work with Winston. You'll find that he is a caring and worthy ally in this.
Khan Loon Tang 陈康伦
I know Winston for about 8 years now since I joined Financial Alliance group in 2012. He is friendly, knowledgeable in his areas of specialization as a financial consultant, tech savvy and mobile. He serves clients not only in Singapore, but clients from the region such as Taiwan and China. With his hard work and dedication to pursue for excellence in his role, he is always one of the members of our company prestigious quality club - Financial Alliance Quality Club, FAQC (less than 30% of our financial consultants qualified for this club). He is a person whom you can trust for your financial planning and wealth management!
Jonathan Low
Winston sets himself apart from other financial advisers i've worked with by putting the relationship before the sale. He seeks to carefully ask diagnostic questions to establish the real underlying needs before recommending a solution. He is not afraid to walk away from a sale if he strongly believes that the product is not suitable for his client. That's courage and integrity there. I strongly encourage anyone who is serious about looking after their financial wellness to work with Winston. You'll find that he is a caring and worthy ally in this.
Khan Loon Tang 陈康伦
I know Winston for about 8 years now since I joined Financial Alliance group in 2012. He is friendly, knowledgeable in his areas of specialization as a financial consultant, tech savvy and mobile. He serves clients not only in Singapore, but clients from the region such as Taiwan and China. With his hard work and dedication to pursue for excellence in his role, he is always one of the members of our company prestigious quality club - Financial Alliance Quality Club, FAQC (less than 30% of our financial consultants qualified for this club). He is a person whom you can trust for your financial planning and wealth management!
Jonathan Low
Winston sets himself apart from other financial advisers i've worked with by putting the relationship before the sale. He seeks to carefully ask diagnostic questions to establish the real underlying needs before recommending a solution. He is not afraid to walk away from a sale if he strongly believes that the product is not suitable for his client. That's courage and integrity there. I strongly encourage anyone who is serious about looking after their financial wellness to work with Winston. You'll find that he is a caring and worthy ally in this.
Credentials
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Excel: Power Query for Beginners
LinkedInNov, 2022- Nov, 2024 -
Learning Data Visualization
LinkedInNov, 2022- Nov, 2024 -
Data Analytics Bootcamp
Vertical InstituteJun, 2022- Nov, 2024 -
Associate Financial Planner (AFP)
-Nov, 2009- Nov, 2024
Experience
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Financial Alliance Pte Ltd
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Singapore
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Financial Services
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300 - 400 Employee
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Senior Financial Advisory Manager
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Apr 2012 - Present
This is my current position at Financial Alliance, an award-winning Independent Financial Advisory Firm. With Financial Alliance, I leverage my background in banking, IT and wealth management to offer clients honest, unbiased and meaningful financial advice that spans estate planning, mortgage loan advisory, insurance and retirement planning. I have helped hundreds of clients find security and peace of mind by listening to their needs and goals, and creating a strategy or approach that they are comfortable and aligned with. Trust, kindness and reliability are my core values and what I’m known for.Consistent awards for the last 5 years: • Financial Alliance Quality Class (FAQC) Award, • FAQC Prestige Award (2012) • FAQC Merit Award (2013, 2014, 2015)sory Show less
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System Specialist
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Jan 2021 - Present
I help financial consultants to embark on the company's developed technology to enhance the individual work processes. The main aim is to encourage financial consultants to use digital tools to increase their service level to their clients.
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UOB
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Singapore
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Banking
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700 & Above Employee
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Senior Business Financial Manager
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Apr 2011 - Apr 2012
United Overseas Bank (UOB) is a leading bank in Asia with a global network that works on both an individual and business level. My role focused on SME and business development, helping companies to finance their business growth while maintaining a healthy cash flow and sourcing credit facilities and resources. I became specialised in growth and investment, business loans and credit, trade finance, government assisted schemes and business insurance while understanding high level and complex business needs and systems – all which serve me to this day. Show less
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ANZ
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Australia
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Banking
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700 & Above Employee
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Mortgage Specialist
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Oct 2010 - Jan 2011
Australia and New Zealand Banking Group (ANZ) is the largest banking group in New Zealand and Pacific one of the top 50 banks in the world. My role as a mortgage specialist for consumer banking consisted of profiling client needs while building alliances and long-term client relationships. It taught me the intricacies of mortgage planning, sourcing competitive rates, and budget planning so families and individuals can comfortably manage their finances. The knowledge I gained from this role allows me to provide comprehensive mortgage loan advisory to my financial advisory services. Show less
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DBS Bank
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Singapore
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Banking
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700 & Above Employee
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Home Advice Specialist
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Jul 2007 - Jan 2011
The Development Bank of Singapore (DBS) is a multinational banking and financial services corporation in Asia. During my time with DBS, one of my proudest achievements was innovating a process to streamline the management system, helping to save time and improve client experience. My solution was presented to company management and became a bank-wide initiation. Enhancing user experience and finding ways to be more efficient is one of my passions. In this role I also built partnerships and collaborations with property agents to best serve clients with their individual mortgage needs. Show less
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BOON SOFTWARE
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Singapore
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IT Services and IT Consulting
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1 - 100 Employee
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Analyst - Presales, Business Process
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Oct 2006 - Jul 2007
Boon Software is the ASEAN Market Leader for Logistics Execution computing solution. This role gave me a bird’s eye view logistical challenges and solutions for various industries. I enjoyed looking at how information flows between departments and businesses and how software can enhances processes and create efficiency. Along with my background in IT, this position had a significant influence on me. I learned to think through every process and to empathise with how clients and end users feel. Today, I believe in leveraging and implementing tech solutions to improve my workflow and my clients’ convenience. Show less
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Education
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2005 - 2006
QUT (Queensland University of Technology)
Bachelor, Information Systems -
1999 - 2002
Ngee Ann Polytechnic
Diploma, Information Technology -
1993 - 1996
Seletar Institute
Commerce -
1989 - 1992
Whitley Secondary School
Commerce -
1983 - 1988
Chong Boon Primary School
Community
