Stephanie Halim

Financial Advisory Consultant

MAS Rep No: SH300487480

Languages: English, Mandarin, Bahasa

Industry Experience: 6 years

stephaniehalim@phillip.com.sg

ABOUT ME

Highly motivated Financial Adviser with 4 years of strong background implementing successful wealth management, investment and financial strategies for individuals and businesses. Humble confidence and a strong degree of intellectual curiosity to further both personal and professional developments. Serving individuals and families to plan for and protect your financial futures through investment and insurance.

MY PROFESSIONAL SERVICES

Stocks & Shares

Ownership of the company through shares traded on Global Stock exchanges such as the SGX, HKEx, NYSE, SSE, NASDAQ, Bursa, etc

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

MY ACHIEVEMENTS

MDRT Achievers
(2022-2023)
Flying Start Achievers
(2023)
Quarterly Top Achievers (Q3 2023)
(2023)
2nd-Runner Up Singlife Overseas Convention -TOP 8 LIFE PROTECTION Category
(2023)
Best New Comer Award at Phillip Securities Pte Ltd
(2020)
Rising Star Award (Life Insurance) at Phillip Securities Pte Ltd
(2020)