Financial Advisory

Financial Services • Tampines, East Region, Singapore • 1-10 Employees

Company overview

Headquarters	3 Tampines Grande #03-37, Tampines, East Region 528799, SG
NAICS	52
Keywords	Life Insurance, Estate Planning, Retirement, Will Writing, Wealth Planning, Child Education, Accidental, Hospitalisation
Founded	2020
Employees	1-10

Key Contact at Financial Advisory

Eilton Ho, Tot®, A Chfc® S.

Founding & Prestige Wealth Director

About Financial Advisory

SP-Shermenechan is an authorised representative of AIA Singapore Private Limited (Reg. No. 201106386R) We are a passionate team of young entrepreneurs driven to create a significant positive influence in the financial sector. Our agency is rapidly gaining recognition and success, with our consultants earning prestigious accolades such as the Singapore Management Award, Million Dollar Round Table, Court of the Table, and Top of the Table. Our dedication to making a difference is evident through various initiatives. We consistently go above and beyond to give back and contribute, exemplified by our commitment to serving as an MDRT Ambassador team, organising client appreciation events and participate in Corporate Social Responsibility activities. We also foster a culture of collaboration and growth through cross-agency learning, and we actively share our knowledge with fellow practitioners to elevate the entire industry through platform speaking opportunities. Culture: Encourages creativity and risk-taking. Emphasises teamwork and open communication. Priorities customer satisfaction and experience. Inspires consultants to strive for excellence and take extreme ownership.

Financial Advisory revenue & valuation

Annual revenue	$598,885
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,000,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Founder/Owner

Manager

Employees by Department

Financial Advisory has 4 employees across 3 departments.

Departments

Number of employees

Funding Data

Financial Advisory has never raised funding before.

Frequently asked questions

Financial Advisory is located in Tampines, East Region, SG.

Financial Advisory was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.

Financial Advisory has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Financial Advisory

Eilton Ho, Tot®, A Chfc® S.

Founding & Prestige Wealth Director

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