I am working with corporate and organisations to review their MPF schemes and set up their Sun Life Rainbow MPF Scheme employer account. Please contact me at email@example.com for more information.
Personal Financial Planning
As a financial planner, my role is to formulate and review your financial management plans with you, and match the insurance and savings products that align with your goals and needs. While I only sell Sun Life Financial's products, my services cover cash flow management, risk management & insurance planning, target savings, retirement planning, and estate planning. Acknowledging your uniqueness, this financial planning process is highly interactive and is based entirely on your needs and concerns.
My related background
Insurances and MPF licenses I am a licensed insurance and MPF agent attaching to Sun Life Financial. I have passed the Insurance Intermediaries Qualifying Examinations - Principles and Practice of Insurance (Paper I), General Insurance (Paper II), Long-Term Insurance (Paper III), MPF Schemes (Paper IV), and Investment-linked Long Term Insurance (Paper V).
Finance & Insurance: I passed the Associate Financial Planner (AFP) examination with merit, and am on the way to obtain the qualification of Fellow, life Management Institute (FLMI).
Evaluation: I teach economic evaluations (cost analyses) at the University of Melbourne, and was previously a research manager managing assessment and evaluation projects.
Counselling & Coaching: I have a Master of Social Sciences in Counselling (Distinction).
Human Resources Management: I graduated with honours in BBA-Human Resources Management.
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