
Join us at this seminar on 9 Mar, Mon at 12pm, where Mr Vince Koh, Relationship Manager at Phillip Securities will be sharing on the concept of passive income streams from investments and Asset Allocation based on your life stage.
• Passive Income Generating Instruments
• Asset Allocation for Different Life Stages
• Creating Your Own Income Portfolio
Please feel free to contact us at 68121552 or email to pictf@phillip.com.sg
Speaker Profile:
Mr Vince Koh joined Phillip Securities in 2017 and is currently managing Investment and Insurance Portfolios for clients of Phillip Investor Centre (Raffles City Branch). He attained his Certified Financial Planner Certification (CFP) in 2017 and Chartered Financial Consultant (ChFC) in 2019. In 2020, he completed his Chartered Life Underwriter (CLU) with the Singapore College of Insurance. He holds a Bachelor of Business degree from Nanyang Business School. He is also a MDRT Qualifying member. In addition, he is also a multiple qualifier of the Flying Start Incentive Trip from 2018 to 202