Professional Experience
With an extensive career spanning over 28 years in the financial services industry, Mr. Eric Seah has built his expertise in financial consultancy across five key areas of financial planning; life, retirement, business succession, estate and special needs planning.
His knowledge and dedication to his craft of financial advisory has led him to become a passionate leader and serve as a mentor to other aspiring individuals seeking a career transition in the financial world.
Mr. Seah’s contributions have garnered recognition in the financial planning industry with many accolades to cement his professional experience and aptitude. His experience has earned him invitations to speak at industry events, where he generously shares his invaluable insights.
Presently holding the role of Senior Financial Services Manager at Prudential Assurance, Mr Seah remains actively engaged in client service. Whereby his mission extends beyond instilling confidence in their financial aspirations; he endeavours to guide them towards growth, facilitating the breaking down of barriers both in their lives and careers.
Professional Affilations
- Financial Planning Association of Singapore
- Insurance Financial Practitioner Association of Singapore
- Financial Services Manager Association
Specialisation
- Risk Management
- Retirement Planning
- Estate Planning
- Business Succession Planning
- Tax Planning
Qualifications
- IBF Advanced (IBFA) – Level 3 for Financial Management of FA Representatives
- Certified Financial Planner, CFP
- Chartered Life Underwriter, CLU
- Chartered Financial Consultant, ChFc
- Certified Financial Educator, CFEd
- Associates Estate Planning Professional, AEPP
- STEP (Certificate in Trusts & Estate Planning)
- Bachelor of Science in Management – Major in Marketing (Hons)