JUN

Wealth Manager

MAS Rep No: CJH300510483

Languages: English, Mandarin

Industry Experience: 7 years

chanjunhao@phillip.com.sg

ABOUT ME

Jun is a licensed Financial Advisor under MAS. He is a certified Risk Manager, Wealth Accumulator and Legacy Planner. Prior to joining the financial services sector, Jun served as Senior Executive in an MNC in the Global Mobility sector and had prior experience in compliance in the banking sector with international experience in USA, China and Nepal. Jun is an avid traveller but has only seen 7% of the world.

MY PROFESSIONAL SERVICES

Unit Trust

Also known as Mutual Funds, provides investors access to qualified professionals to help them manage their money

Life Insurance

Protect yourself while being able to provide a sum of money when the policy matures

Managed Account Services

Individually managed investment portfolios that are beneficially owned by the individual investor and managed on a discretionary basis

SMART Park

An excess funds facility that manages your idle cash into money market fund to help you maximise your investment opportunities

SMART Portfolio

Simplify your investing experience with our robo-advisory that matches a best-fit portfolio based on your online risk analysis

GET IN TOUCH

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Advisory Account (Unit Trust & ETF)

Managed Account Services

SMART Park

(Please select ✅ Excess Funds Management Facility)

AIA MultiStage Cancer Cover

A guaranteed yearly renewable plan which covers for early, intermediate and major stage Major Cancer

AIA Solitaire PA (II)

A personal accident plan that provides worldwide 24/7 coverage for accidental injuries, disability and death

FWD Big 3 Critical Illness Plan

An affordable critical illness plan that offers essential protection for cancer, heart attack and stroke

AIA MultiStage Critical Protector

A plan that offers 100% protection for 6 common critical illnesses at early, intermediate and major stage

FWD Cancer 100

A plan that covers you for cancer treatment not on the MOH's Cancer Drug List (CDL)

AIA Centurion PA

A Personal Accident plan designed for your golden years

AIA Star Protector Plus

A multiple protection plan with worldwide coverage to safeguard your little ones

AIA Ultimate Critical Cover

A resilient critical illness plan with unlimited claims and 100% coverage reset to recover financially.

Singlife CareShield Standard & Plus

A government-approved supplement plan that boosts your CareShield Life or ElderShield payouts so that you can get the care you need during unexpected events in life

Singlife Cancer Cover Plus II

A medical plan that offers protection against hefty medical bills from cancer treatments.

FWD Life PA

A Personal Accident plan for your golden years with yearly renewals up till age 100, and a lifetime No Claim Discount of 10%.

JUN

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JUN