Summit Planners Pte Ltd
Lynn Xie has extensive work experience in the financial services industry. Lynn started their career as a Personal Financial Consultant at DBS Bank in 2004. Lynn then joined Prudential Assurance Company Singapore as a Senior Financial Consultant in 2005. Lynn then worked at Citi in various roles including Bancassurance Consultant, Insurance Sales Director, and Banking Manager from 2008 to 2014. Lynn then joined Etiqa Insurance Pte. Ltd. as a Senior Insurance Specialist Manager, Cluster Insurance Specialist Manager, and Head of Life Bancassurance from 2014 to 2016. After that, they served as the Head of Sales and Distribution, bancassurance at Citi from 2016 to 2017. Lynn also held positions at Dunn & Partners as an Assistant Vice President, Summit Planners Pte Ltd as a Vice President, and currently works as an Assistant Vice President of Financial Services at Manulife Financial Advisers Pte Ltd since 2017.
Lynn Xie completed their education in a chronological order. From 1994 to 1997, they attended Serangoon Garden Secondary and obtained a GCE O Level degree. Following that, they enrolled in Nanyang Junior College from 1998 to 1999, where they pursued Physics, Chemistry, and Mathematics for their GCE A level. Lastly, Lynn Xie attended the National University of Singapore from 2000 to 2003, where they obtained a Bachelor of Arts (B.A.) degree in Psychology. Additionally, in October 2021, they obtained a certification called "Be the Manager People Won't Leave" from LinkedIn.
Summit Planners Pte Ltd
“There is no room for fear at the peak of success. We are here to help you scale the summit.” Taking root in 1994, Summit Planners is a revolutionary concept hatched by four far-sighted individuals with a shared vision. Summit Planners Pte Ltd is one of a few in Singapore to offer one-stop integrated financial services to both business owners and individuals. Our services include Accounting, Corporate Secretarial and Tax Services, Banking and Finance Consultancy, Corporate Risk Management, Estate Planning and Trust, Financial Planning, General Insurance, Real Estate, Training and Publications, Wealth Management, Employment Services and Medical Concierge Services. Through our unique platform, our advisers are able to provide the client with a complete financial planning solution, ranging from Debt Planning, Investment Planning, Retirement Planning, Risk Management Planning, Education Planning, Estate Planning, Cash Flow Planning and Tax Planning.