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Patrick Siow CFP® STEP AEPP

Patrick Siow CFP® STEP AEPP

Associate Manager

Followers of Patrick Siow CFP® STEP AEPP566 followers
location of Patrick Siow CFP® STEP AEPPSingapore

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  • Timeline

  • About me

    Wealth Coach, Chief Trainer, People Developer, Avid Cyclist and Runner, Caffeinator

  • Education

    • Certified Financial Planner

      -
      Risk Management, Tax, Investment and Retirement Planning

    • Associate Estate Planning Practitioner

      -

    • Catholic High School

      -

    • Singapore College of Insurance

      -
      Diploma in Life Insurance

    • The Chinese High School

      -

    • Society of Trust and Estate Practitioners (STEP)

      -
      Estate and Trust Planning

    • University of Bradford

      -
      Business Management

  • Experience

    • Prudential Assurance Company Singapore

      Feb 1997 - Jun 2006
      Associate Manager

    • Manulife (Singapore) Pte Ltd

      Jul 2006 - Dec 2015

      • Senior Manager

        Sept 2009 - Dec 2015

      • Executive Financial Planner

        Jul 2006 - Aug 2009

    • Manulife Financial Advisers Pte Ltd

      Apr 2015 - Dec 2015
      Senior Manager, Financial Services

    • AIA

      Mar 2016 - Mar 2019
      PFP Group

    • Legacy by PFP Pte Ltd

      Mar 2017 - Mar 2019
      Consultant

      Estate and Trust Planning, Will Planning

    • AIA Financial Advisers

      Apr 2019 - May 2020
      Associate Director

    • Dynamix

      Jul 2020 - now
      Wealth Coach, Trainer, People Developer

  • Licenses & Certifications

    • Associate Estate Planning Practitioner

      Wealth College

    • STEP

    • Certified Financial Planner

      FPAS - Financial Planning Association Singapore (Official)

    • Diploma in Life Insurance

      Singapore College Of Insurance

    • CFP

      FPAS - Financial Planning Association Singapore (Official)

    • Certified Financial Planner (CFP)

      Financial Planning Association of Singapore (FPAS)

  • Honors & Awards

    • Awarded to Patrick Siow CFP® STEP AEPP
      Centurion Club AIA
    • Awarded to Patrick Siow CFP® STEP AEPP
      Chairman Circle Manulife
    • Awarded to Patrick Siow CFP® STEP AEPP
      Million Dollar Round Table MDRT
    • Awarded to Patrick Siow CFP® STEP AEPP
      Quality Club Prudential
    • Awarded to Patrick Siow CFP® STEP AEPP
      Star Club Prudential