Sharon Jiang

Associate Director | Avallis Financial

About Me

I joined the financial services industry in 2006 and transitioned to independent advisory practice in 2008, driven by a commitment to provide objective, client-first advice. Over the years, I have assisted more than 1,000 individuals, families, and companies with their financial planning, protection, and insurance needs.

As an independent advisor, I have access to a broad panel of up to 20 insurers operating in Singapore, enabling me to design personalised and well-considered solutions tailored to each client’s unique circumstances. My areas of focus include retirement planning, estate planning, family and singles’ financial planning, as well as company insurance solutions.

I hold multiple industry-recognised accolades, including MDRT and COT, reflecting consistent professional standards and client trust. I am deeply passionate about building meaningful, long-term relationships with my clients and providing assurance during critical moments—especially when they need support most, such as during claims.

MAS Rep: JYX100066400

Professional Languages: English | Mandarin | Hokkien

BSc (Hons) Oxford Brookes University

Get In Touch

My Accolades

  • MDRT

    MDRT Qualifying Member

  • COT

    Court of the Table Achiever

  • Certified Financial Planner

    CFP Certified

My Professional Services

  • Insurance Planning

    We match cover to your real obligations and review it as they change, so your family and your assets stay protected wherever you are based.

  • Investment Planning

    We build evidence-led portfolios around your goals and life purpose. Managed from Singapore with the reach to handle wealth across borders.

  • Legacy & Estate Planning

    We help families pass on wealth across generations, including complex situations and assets held in more than one country.

  • Corporate Solutions

    We help companies manage enterprise risk and employee benefits, from Singapore operations to teams working across the region and beyond.

Speak with me directly

Tell me what you are working towards, and I’ll take it from there.

Whether you have a question about your existing investments, want a second opinion on a policy, or are ready to start planning for your future, a short note is enough to start.