Genevieve Shee is a seasoned financial professional currently serving as Financial Services Manager and Associate Director at IPP Financial Advisers since January 2020. With extensive experience at IPP Financial Advisers - Apex Advisory Group since August 2009 as a Chartered Financial Consultant, Genevieve specializes in the creation, implementation, and management of financial plans, representing a diverse range of financial products from over 20 insurance companies and 30 fund houses. Genevieve has received numerous accolades throughout the career, including multiple entries into the IPP Achiever's Club and Chairman Round Table, as well as recognition as a Top Rookie and a 1st and 2nd Runner Up for Top Adviser. Academically, Genevieve holds a Bachelor's degree in Banking, Corporate, Finance, and Securities Law from NTU and obtained a Certified Wealth Management Advisor (CWMA) designation in June 2021 from the International Society Of Financial Professionals.
Sign up to view 0 direct reports
Get started