About Claudia
Claudia graduated from The University of Melbourne with Bachelor of Commerce with a double major in Economics and Finance in 2014. Upon graduation, she decided to embark a route of a Financial Consultant due to her fervent desire to help individuals financially.
During her two years in AXA, she had managed up to half a million of clients’ investments; she also attained “Top Rookie” & “Top rising star” Awards amongst her agency’s Senior & Junior financial consultants in her first year and the following year. On 29th May 2016, she was featured in “The Sunday Times” on an article about overseas students managing their funds where she shared her experience managing her cash flow and stating that financial planning is a personal responsibility.
Moving forward in May 2017, Claudia decided to take her career to new levels in IPP and guide her clients through international standards of financial planning. Her focus will be in the area of estate and retirement planning and is a Certified Associate Estate Planning Practitioner (Rockwills) and a Wills Planner (Simply Wills).
She also plans to expand her business in corporate employee benefits for MNCs as she understands that Singapore is seen as a APAC headquarters and believes that a Company’s sustainability of success depends upon a strong human resource team and it’s people.
During her free time, Claudia plays touch rugby with her Alumni in Singapore Polytechnic and has been volunteering as Treasurer (2016) and Vice-President (2017) in her University Alumni Association in Singapore.
Click here to view Claudia’s Testimonials.
