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

Angela Lau (COT, CFP, ChFC, CACS, CAWA, DPFP)

Audit Senior

Followers of Angela Lau (COT, CFP, ChFC, CACS, CAWA, DPFP)953 followers
location of Angela Lau (COT, CFP, ChFC, CACS, CAWA, DPFP)Singapore, Singapore

Connect with Angela Lau (COT, CFP, ChFC, CACS, CAWA, DPFP) to Send Message

Connect

Connect with Angela Lau (COT, CFP, ChFC, CACS, CAWA, DPFP) to Send Message

Connect

  • Timeline

  • 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

    • CA Singapore

      Institute of Singapore Chartered Accountants (ISCA)
      Feb 2013

    • Certified Financial Planner (CFP)

      FPAS - Financial Planning Association Singapore
      Apr 2016

    • IBFQ in Private Banking & Wealth Management

      IBFSG - The Institute of Banking & Finance Singapore
      Dec 2021

    • IBF Advanced (Level 3)

      IBFSG - The Institute of Banking & Finance Singapore
      Apr 2023

    • Agency Management Training Course (AMTC)

      AIA Singapore
      Nov 2016

    • Certified Affluent Wealth Adviser (CAWA)

      Wealth Management Institute (WMI)
      Aug 2022

    • Chartered Financial Consultant (ChFC)

      IFPAS - INSURANCE AND FINANCIAL PRACTITIONERS ASSOCIATION OF SINGAPORE (OFFICIAL)
      May 2018

  • Volunteer Experience

    • Befriending Volunteer

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

    • Mentor to KampungKakis

      Issued by TalentTrust on Feb 2023
      TalentTrustAssociated with Angela Lau (COT, CFP, ChFC, CACS, CAWA, DPFP)