Work Experience / Resume

I have been a Financial Planner since 2005, serving more than 500 clients, both individuals and businesses.

I decided to join the Financial Planning industry due to my firm belief in insurance. Life has its ups and downs and I was a direct beneficiary from an insurance pay out. Hence, I can strongly relate to the degree of security that a comprehensive (or the lack of) planning can bring to the loved ones.

Having seen some pretty bad practices in the insurance industry, I was a harsh critic of insurance agents prior to joining the business. It took a while before I gave it a chance to explore its merits. After seeing the endearing, supportive family culture and the rarely seen, uncompromising high level of professionalism and ethics practised within the team, I was convinced to join Alliance Organisation.

I’m totally grateful and appreciative in the journey so far where I have developed professionally and personally, as a person.

Years in financial planning: Since 2005

Areas Of Specialty

• Cash Flow/Balance Sheet analysis
• Individual life and general insurance
• Wealth accumulation (for education and retirement planning)
• Business insurance (employee benefits, office insurance, Keyman Insurance, Professional Indemnity etc)

Awards + Achievements

MDRT 2022 ^new
AXA Star Club 2022 ^new
AXA Signature 2021, 2022 ^new
Attained Chartered Financial Consultant certification in 2013
Consistent Star Club Advisor awardee since 2009
AXA Signature Advisor, a recognition accorded to advisors who have displayed the highest level of professionalism and ethics, since its inception in 2017

What I am passionate about

• Sports, specifically bowling and soccer
• Photography
• Travel
• Movie
• Arts/cultural performances
• Food and wine (learning)
• Japanese (learning)

Outside of my busy work schedule, photography gives me an opportunity to retreat to my quiescent mind. Being an introvert by nature who is not proficient with words, photography is my way of self-expression and allows others to see the world through my eyes. Through the making of pictures, I have learnt to look at things from various perspectives and consider different views in my own life encounters.

Presently, when I step out of my house with my camera gear, my intention is to create pictures that capture THE moment and capture images that tell relatable stories. I hope that one day, when I look at these pictures again, I would be brought back in time and relive the experience and feel the emotions again.

Norman’s dedication to doing his best for his clients is exemplary. He is very prompt in following up on policy details or queries and will never fail to review his client’s portfolio regularly. His care and concern for my well-being extends way beyond his responsibilities as my insurance agent. He makes it a point to ensure that all potential gaps in my overall portfolio is covered and will recommend the most suitable plan that is customised to my needs. As a client with Norman for more than a decade, I’ve come to trust his valuable insights and advice on insurance issues. Now my whole family has also both bought insurance policies from him. Norman’s experience in the insurance industry will certainly greatly benefit any potential client.

– Benjamin Heok, Civil Servant at SAF

I went through a few financial consultants before and Norman is the one I would highly recommend. His strong sense of ethics, possibly from his educational background in Chinese language and literature, is what I feel sets him apart from the typical financial consultant. One can readily appreciate Norman's sincerity in wanting to do his best for his clients in achieving financial independence. For these reasons I find Norman most trustworthy and reliable, and I believe Norman will be able to offer genuine value-adds to any of his clients.”

– Woon Chung Yen, Architect/Business Owner

Norman Sim was introduced to me as an agent. As an agent, he is methodical, clear in his information sharing, careful and open. He helped me organise my first ever folder of my policies (some not from his outfit). None of my agents offered that ever. But I have since to know him as a friend who is steadfast, passionate, hardworking and trustworthy. Always eager to learn and listen. Always helpful and patient. I count myself lucky to know him.

- Chang Kai, Principal Architect

Norman Sim has been my advisor since he started 14 years back. Over the years, he has helped me with various needs and always treat people with his utmost sincerity. Today, he is a family friend and our go to person. We see that our friendship and partnership will continue for years to come. I am glad that I have Norman Sim as a great friend, trusted partner to discuss and help us with our financial needs. He is highly recommended for anyone who seeks to have a long term trusted partnership to help them with their financial needs.

– Kelvin Phua, IT Security Manager