Hock Email & Phone Number
Director, Financial Advisory Group (RNF: CHB100069009) @ Financial Alliance Pte Ltd
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Hock Location
- Singapore
Hock Work
- 2013 - now Director, Financial Advisory Group (RNF: CHB100069009) @
- 2020 - 2025 HELP Course Facilitator @
- 2020 - 2025 Adjunct Trainer (IBF Accredited) Dollar INsight + Demystifying SRS + Financial Numbers Made Easy @
- 2022 - 2025 CWMA certification Facilitator and Coach @
- 2009 - 2013 Associate Director, Financial Advisory Group @
- 2008 - 2009 Branch Manager @
- 1999 - 2008 From Adviser to Senior Unit Manager @
Hock Education
- Stamford Wealth Academy / Society of Family Offices
Chartered Family Office Specialist (CFOS) (Family Office)
2011 - 2011 - The Institute for Motivational Living, Inc
Certified Behavioral Consultant (CBC) & Advanced Certified Behavioral Coach (ACBC) (Personal Profile Assessment Competence & Coaching)
2008 - 2008 - Insurance & Financial Practitioners Association of Singapore / The Amercian College
Life Underwriter Training Council Fellow (LUTCF) (Insurance Specialist)
2004 - 2007 - Financial Planning Association of Singapore
Certified Financial Planner (CFP) (Personal Financial Planning)
2004 - 2004 - Singapore College of Insurance / The Amercian College
Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) (Comprehensive Financial Planning)
2001 - 2002 - Nanyang Technological University
B.Eng (Electrical & Electronics Engineering (Power))
1996 - 2001 - Serangoon Junior College (SRJC)
GCE "A" Level
1991 - 1993 - Bowen Secondary School
GCE "O" Level
1987 - 1990
Hock Skills
- Wealth Management
- Strategic Financial Planning
- Financial Advisory
- Investment Advisory
- Performance Management
- Financial Modeling
- Financial Planning
- Financial Services
- Retirement Planning
- Portfolio Management
- Succession Planning
- Estate Planning
- Financial Planners
- Investments
- Insurance
- Asset Allocation
- Risk Management
- Life Insurance
- Financial Risk
- Mutual Funds
- Alternative Investments
- Banking
- Human Capital Management
- Risk Management Consulting
- Income Tax
- Public Speaking
- Personnel Management
- Wealth Management Services
- Model Portfolios
- Personal Income Tax Planning
- Data Analysis
- Relationship Management
- Finance
- Income Protection
- Strategy
- Equities
- Family Office
- Risk Analysis
- Investment Strategies
- Wealth Accumulation
- Personality Profiling
- Asset Management
- Training
- Business Succession Planning
- Financial Analysis
- Srs Planning
- Personal Financial Planning
- Business Strategy
- Personal Finance
- Insurance Planning
- Project Management
- Financial Coaching
- Intellectual Property
- Retail Banking
- Health Insurance
- Spreadsheet Design
- Employee Benefits
- Investment Management
Hock Summary
- Hock, based in Singapore, is currently a Director, Financial Advisory Group (RNF: CHB100069009) at Financial Alliance Pte Ltd. Hock brings experience from previous roles at Financial Perspectives Education Provider, Falco Academy Pte Ltd, momenta Group and Financial Alliance Pte Ltd. Hock holds a 2011 - 2011 Chartered Family Office Specialist (CFOS) in Family Office @ Stamford Wealth Academy / Society of Family Offices. With a robust skill set that includes Wealth Management, Strategic Financial Planning, Financial Advisory, Investment Advisory, Performance Management and more. Hock has 1 emails on RocketReach.
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Top Financial Alliance Pte Ltd Employees
Tan Lim
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Will Fei
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Khan Tang
Deputy CEO
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Lawrence Cinamon
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