I have been in this industry for more than 15 years, and my clients consist of different age groups, professions and races. I provide financial solutions according to individual needs, in order to achieve their financial and life goals, and ensuring that my clients are covered for any unforeseen events in life, protecting themselves and their loved one.
Servicing is important in this industry. Therefore, I assist with policy review, regardless of which insurance company it is from, as it will help my clients better understand their current coverages, as well as encouraging them to do future planning. I believe policy review will also help clients to increase the efficiency of claim issues.
Diploma in Management Accounting
Supremacy Award (2003-2006, 2009-2016)