Being a Financial Planner – Is Consulting Work Suitable for You?

Thurs, 26 Nov 2020

8 pm – 9 pm

Online Zoom Webinar


A financial planner is a professional who prepares financial plans for people.  While there are many technical terms to describe the financial planning work such as cash flow management, retirement planning, insurance planning etc, the job is about covering all areas of a client’s financial needs.

The work however, is not all about calculation and numbers.  In fact, to be a good financial planner, communication skills are equally important.  A heart to help people is also especially important.  Not only is the job meaningful, the opportunities for growth are also exciting.

But, do you know what are the opportunities in the financial planning industry? And what are the different paths available for you to start a career in financial planning and which path is more suitable for you? More importantly, do you have what it takes to be successful in the financial planning career?


Sign up for this complimentary session with CEO of GEN Financial Advisory to explore if the financial planning career is the right opportunity for you to pursue.

This agenda includes:

  • Introduction to GEN Financial Advisory
  • Opportunities in the Financial Planning Industry
  • Understanding the different types of career paths
  • Qualities of Successful Financial Planners
  • Questions and Answers


Date: Thursday, 26 November 2020
Time: 8 pm to 9 pm
Location: Online Zoom Webinar
Cost: Free

If you are interested to attend this webinar, please fill up the form below and we will send you the webinar link nearer to the date:

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Shaun has been in the financial services industry since 1999, holding advisory, management and leadership roles in banking, insurance and financial advisory organisations including Keppel Tatlee Finance, HSBC Life and PIAS (majority owned by Aviva).

In 2020, Shaun started GEN Financial Advisory with his team to realise his vision of creating an organisation that touches lives through financial planning.

Shaun specialises in wealth accumulation, retirement and legacy planning for the emerging affluent and affluent clients providing holistic planning strategies to meet the changing needs of this group.

He is currently the Chief Executive Office of GEN Financial Advisory in addition to providing financial planning advice to clients.

His certifications includes Associate Financial Planner (AFP), Fellow Chartered Financial Practitioner (FChFP), Certified Agency Management Training Course (AMTC) Moderator as well as Diploma in Insurance.


GEN Financial Advisory (“GEN”) is a privately owned financial advisory firm providing holistic financial planning services specialising in the financial planning needs of millennials and people who are concerned about retirement planning.


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