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Xenia Hea

Xenia Hea

Master Financial Services Consultant

Followers of Xenia Hea44 followers
location of Xenia HeaSingapore

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  • Timeline

  • About me

    Master Financial Services Consultant at AIA | Helping young professionals & pre-retirees with financial planning | Managing 250+ portfolios

  • Education

    • National University of Singapore

      2015 - 2019
      Bachelor of Science (Statistics) Statistics Merit in Statistics, Minor in Economics

  • Experience

    • AIA

      Nov 2018 - now
      Master Financial Services Consultant

      • Odyssey Advisory, subsidiary of AIA - Top district in 2023, 2024• Court of the Table (COT) 2024 - Awarded to Top 1% of advisors in Singapore Million Dollar Round Table (MDRT) 2020, 2021, 2022, 2023

  • Licenses & Certifications

    • Certified Estate Planner

      GetArrange.com
      Aug 2024

    • Associate Wealth Planner

      Financial Planning Association of Singapore (FPAS)
      Jun 2023

  • Honors & Awards

    • Awarded to Xenia Hea
      Centurion Award AIA 2024
    • Awarded to Xenia Hea
      Court of the table (COT) AIA 2024 Awarded to Top 1% of advisors in Singapore
    • Awarded to Xenia Hea
      Odyssey Advisory - Top District AIA 2024
    • Awarded to Xenia Hea
      Centurion Award AIA 2023
    • Awarded to Xenia Hea
      Million Dollar Round Table (MDRT) Award AIA 2023
    • Awarded to Xenia Hea
      Odyssey Advisory - Top District AIA 2023
    • Awarded to Xenia Hea
      Centurion Award AIA 2022
    • Awarded to Xenia Hea
      Million Dollar Round Table (MDRT) Award AIA 2022
    • Awarded to Xenia Hea
      Million Dollar Round Table (MDRT) Award AIA 2021
    • Awarded to Xenia Hea
      Million Dollar Round Table (MDRT) Award AIA 2020