Meet Your #ChooseQuality
Financial Adviser Representative

大家好，我是张华超，过去6年，我一直在金融行业工作。毕业后，我加入新加坡普华永道，从审计到财务尽职调查（FDD），后来又进入企业投资团队，参与一级市场并购项目。过去的工作让我习惯从财务数据、商业模式和风险的角度，去判断一家企业真正的价值。

现在，我把这套思维带到了个人财富规划中。作为一名独立理财顾问，我主要帮助个人和家庭梳理自己的财务状况，从保障、投资、现金流和长期目标出发，制定更适合自己的财富规划方案。我持有ACCA及CFA等专业资格，也希望把多年积累的分析能力和投资经验，真正用在客户的长期财务决策上。

我始终相信，理财不是简单地选择一个产品，而是先看清自己的情况，再做出适合自己的选择。对我来说，专业很重要，但同样重要的是站在客户的角度思考，用透明、专业的方式，陪客户做出适合自己的财务规划。

Hi, I’m Sherry Zhang. I’ve spent the past six years working in the financial industry. I started my career at PwC Singapore, where I worked in audit and Financial Due Diligence (FDD), before moving into corporate investment and M&A. My experience has taught me to look beyond the numbers — to understand the underlying business, assess risks and make informed investment decisions.

Today, I bring the same approach to personal wealth planning. As an Independent Financial Adviser, I help individuals and families make sense of their financial situation and build a plan around protection, investments, cash flow and their long-term goals. I hold professional qualifications including ACCA and CFA, and I aim to bring the analytical discipline and investment perspective from my previous experience into every client relationship.

I believe financial planning is about much more than choosing the right product. It starts with understanding where you are, where you want to go, and making thoughtful decisions along the way. For me, professionalism matters, but so does being able to see things from my clients’ perspective — providing advice that is clear, transparent and genuinely aligned with their long-term interests.