Talk to sales Try for Free
Angela Lau (COT, CFP, ChFC, CACS, DPFP)

Angela lau (cot, cfp, chfc, cacs, dpfp)

bookmark on deepenrich
location of Angela Lau (COT, CFP, ChFC, CACS, DPFP)Singapore, Singapore
Phone number of Angela Lau (COT, CFP, ChFC, CACS, DPFP)+91 xxxx xxxxx
Followers of Angela Lau (COT, CFP, ChFC, CACS, DPFP)891 followers

  • Timeline

    Sept 2009 - Nov 2012

    Audit Senior

    EY
    Jan 2013 - now

    Senior Financial Services Consultant

    RTP Organisation
    Current Company
    Jan 2013 - now

    Executive Prestige Wealth Manager

    AIA Singapore
    Singapore

  • About me

    Executive Prestige Wealth Manager | MDRT | Financial Advisor | Inspirational Leader & Mentor | Game Changer | Speaker

  • Education

    • Chongfu primary school

      1994 - 1999

    • Nanyang technological university singapore

      2006 - 2009
      Bachelor of accountancy (honours) accounting

    • Nanyang junior college

      2004 - 2005
      A levels

      Activities and Societies: Class Representative and Orientation Group Leader

    • Chij st. nicholas girls'​ school

      2000 - 2003
      O levels

      Activities and Societies: CLDDS

  • Experience

    • Ey

      Sept 2009 - Nov 2012
      Audit senior

    • Rtp organisation

      Jan 2013 - now
      Senior financial services consultant

    • Aia singapore

      Jan 2013 - now

      • Executive Prestige Wealth Manager

        Jan 2013 - now

      • Financial Services Manager

        Aug 2015 - Jul 2018

      • Financial Services Consultant

        Jan 2013 - Aug 2015

  • Licenses & Certifications

    • Ibfq in private banking & wealth management

      Ibfsg - the institute of banking & finance singapore
      Dec 2021

    • Agency management training course (amtc)

      Aia singapore
      Nov 2016

    • Ibf advanced (level 3)

      Ibfsg - the institute of banking & finance singapore
      Apr 2023

    • Chartered financial consultant (chfc)

      Ifpas - insurance and financial practitioners association of singapore (official)
      May 2018

    • Certified financial planner (cfp)

      Fpas - financial planning association singapore
      Apr 2016

    • Ca singapore

      Institute of singapore chartered accountants (isca)
      Feb 2013

  • Volunteer Experience

    • Mentor to KampungKakis

      Issued by TalanTrust on Feb 2023
      TalanTrustAssociated with Angela Lau (COT, CFP, ChFC, CACS, DPFP)

    • Befriending Volunteer

      Issued by Lion Befrienders on May 2009
      Lion BefriendersAssociated with Angela Lau (COT, CFP, ChFC, CACS, DPFP)

    • Honorary Auditor

      Issued by IFPAS - INSURANCE AND FINANCIAL PRACTITIONERS ASSOCIATION OF SINGAPORE (OFFICIAL) on May 2018
      IFPAS - INSURANCE AND FINANCIAL PRACTITIONERS ASSOCIATION OF SINGAPORE (OFFICIAL)Associated with Angela Lau (COT, CFP, ChFC, CACS, DPFP)