ABOUT ME

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Ada Tam
Wealth Manager (Triple Licence)

Phillip Securities Pte Ltd

 

I'm a wealth manager in Phillip Securities Pte Ltd. I hold a triple-license in stockbroking, futures as well as financial advisory. Having worked in the financial industry for 19 years since 2005, I'm dedicated to serving both retail and corporate clients, providing them with timely information and advice on decisions to build and manage investment portfolios. One of my roles is to conduct regular financial review sessions with clients to ensure all areas of my clients’ financial needs are being taken care of. Last but not least, I'm also involved with CFD and derivatives, to implement portfolio hedging strategies for clients when necessary. I have a bachelor’s degree in both Engineering (EEE) as well as Accounting & Finance. In addition, I carried the title of CFD/ETD Specialist and Associate Financial Planner in my field of specialty.

My independent services put your needs first and foremost. With my specialities in Financial Advising, Investment Planning and Insurance Planning. I committed to making sure of getting you the most personalized guidance whenever you need. All these years, my experience, knowledge, and investment acumen have been earning me the trust and respect of all my clients, and I am looking forward to earning yours.

 

Let me help you achieve financial security today!