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Ser Jin comes from a background in engineering and enjoys working with numbers and people. He has been a veteran in the financial industry since 2002 which has allowed him to combine his interest in numbers with his passion in connecting with people. Prior to that that, he spent almost a decade in a regional IT sales role across various multinational corporations which has exposed him to people from all walks of life and hence understands different individual’s needs through different stages of life.
Ser Jin strongly believes in continually upgrading his skills and has acquired various professional certification and accreditation in the financial industry over the years.
In 2017, Ser Jin was honoured to be awarded the prestigious industry recognition of IBF (Institute of Banking and Finance) Advanced Level 3, which is benchmarked to international standards. IBF Level 3 National Certification is an industry endorsed mark of quality for finance professionals and is only awarded to select practitioners who have acquired certified qualification like CFP (Certified Financial Planner) or ChFC (Chartered Financial Consultant) and have more than 15 years of experience in the financial industry. IBF certified Financial consultants are expected to uphold values of professional excellence, integrity and commitment to the industry.
Ser Jin enjoys the challenge of helping his clients, both individuals and corporate, plan ahead for their financial needs and concerns and also hedge against life’s unexpected risks. Being trained as an engineer has given him an advantage to approach problems in a systematic and practical manner and craft customised financial plans for his clients to give them that peace of mind in life’s journey.
During weekends or leisure time, you can find Ser Jin working out, cooking for the family, watching a good movie or spending time bonding with his wife and 2 sons. Ser Jin also serves as a grassroots leader in the community.
Ser Jin's Qualifications
B Eng (Nanyang Technological University)
FChFP (Fellow Chartered Financial Practitioner)
AEPP (Associate Estate Planning Practitioner)
ChFC (Chartered Financial Consultant)
Cert-In-Law (Estate Planning)
IBF (Institute of Banking and Finance) Advanced Level 3 Certification
Why Is Ser Jin Different
Ser Jin prides himself in the 3 promises he makes to potential clients in the first meeting:
All information shared will be kept confidential.
No hard selling. He sees the purpose of the first meeting as a chance for himself to get to know one another and see if he is able to work together going forward.
Ser Jin is IBF (Institute of Banking and Finance) certified. He conducts the meetings with professional excellence, integrity and commitment.
Alongside these 3 promises, he is meticulous and detailed in his work, and you can be assured that you will be provided with the following:
Personal Risk Management Report with Client’s Data Input
Step-to-Step Explanation on the Cycle of Financial Planning
What Ser Jin Offers: Bespoke Financial Planning
Ser Jin understands people from all walks of life and various stages of life’s journey.
You will find among his clients C-Level Executives, professionals, junior and senior executives as well as entreprenuers and business owners.
Whether you are :
a young graduate who has just entered the workforce,
newly weds planning for your new home
new parents planning for your kids education
semi-retired and planning to have more time and freedom to finally pursue your hobbies and passions ….
Be certain that he will listen to your needs, goals and dreams and guide you by breaking your financial goals down into doable steps to help take the uncertainty out of planning for your financial future.
Speak with him to receive more insightful advice in:
Qualified and Certified Financial Planning
Estate Planning
Retirement Planning
Investment Planning
Keyman Insurance, Buy-Sell Agreement and Business Loan Protection
Corporate Risk Management
Hospitalisation Insurance / Motor Insurance / Personal Accident Insurance/ Mortgage Insurance etc
Start your conversation with him today.