Lieu Teck Hua 廖德华

Wealth Manager (Dual Licence)

MAS Rep No: LTH100076515

Languages: English, Mandarin

Industry Experience: 13 years

ABOUT ME

I made a career switch during the Global Financial Crisis (2009) to join PhillipCapital as a Remisier under the Licensed Professional Trader Scheme. I obtained Dual Licence in 2014 to practice Financial Advisory and became a Wealth Manager. I specialize in investment wrap services, using portfolio management strategies to reduce the risk of the portfolio, which in turn improves investment success. My dual license allows me to tap into Stocks, REITs, ETFs, Business Trust, other than merely Unit Trust to construct a truly diversified and efficient portfolio for my client. I have a bachelor's degree in Finance with Merit and was awarded University Recognition Scholarship to pursue CFA. I acquired professional skills and knowledge as a Chartered Financial Consultant (ChFC/S®) and Associate Estate Planning Professional (AEPP®) to help my clients achieve their financial goals.

MY PROFESSIONAL SERVICES

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TESTIMONIALS

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