John Whittaker

John Whittaker

Deep sea accounts manager

Followers of John Whittaker5000 followers
location of John WhittakerSingapore

Connect with John Whittaker to Send Message

Connect

Connect with John Whittaker to Send Message

Connect
  • Timeline

  • About me

    Licensed Financial Advsior / Wealth manager | Retirement planning | Education fee planning | Pensions | Insurance | Legacy planning | Sports enthusiast โšฝ๐Ÿ‰๐ŸฅŠ๐ŸŽฑ๐Ÿ๐Ÿšด | N.E UK ๐Ÿ‡ฎ๐Ÿ‡ณ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ช๐Ÿ‡บ | Singapore PR ๐Ÿ‡ธ๐Ÿ‡ฌ๐Ÿ‡ธ๐Ÿ‡ฌ๐Ÿ‡ธ๐Ÿ‡ฌ

  • Education

    • Teesside University

      2003 -
      Bachelor of Arts (B.A.) Business management economics & finance 2:1
  • Experience

    • Inter-BULK USA

      Mar 2005 - Jun 2007
      Deep sea accounts manager
    • Xerox

      Feb 2008 - Jun 2013
      Accounts Manager
    • Quadient

      Jul 2013 - Nov 2016
      Senior Accounts Manager
    • AAM Advisory Pte Ltd

      Feb 2017 - Jun 2017
      Financial Planner

      As a dedicated financial professional I deliver bespoke financial advice to Expats in Singapore. Services include: ๏‚ง Lifestyle Financial Planning๏‚ง Savings and Investments๏‚ง Retirement Planning๏‚ง Education Fees Planning๏‚ง Family Protection Insurance๏‚ง Estate Planning ๏‚ง Property Investment

    • Global Financial Consultants Pte Ltd (GFC)

      Jun 2017 - now
      Senior Financial Planner/ Wealth Manager

      At Global Financial Consultants, we're flipping the script on financial planning with our innovative Lifestyle Financial Planning method, designed specifically for professionals like you. With our unwavering commitment to simplicity, transparency, and building lasting relationships, trust that we'll tailor your financial journey to fit your unique lifestyle and goals. We're not just managing finances; we're planning for your goals and dreams, while safeguarding your financial future and legacy. Whether it's maximizing your savings or fine-tuning your current plan, we're the team to turn to. Let's make your money work for you like never before! Show less

  • Licenses & Certifications

    • CMFAS - 5 : Rules & Regulations

    • CMFAS - 8 : Collective Investments

    • CMFAS - 8A : Collective Investment Schemes II

    • CMFAS - 9 : Life Ins. & Investment Linked Policies

    • CMFAS - 9A : Life Insurance & Investment-Linked Policies

    • CMFAS - Health insurance

  • Volunteer Experience

    • Operations Consultant

      Issued by All in Youth Project on Jun 2012
      All in Youth ProjectAssociated with John Whittaker