I join Great Eastern in 2005. My clients comprise different age groups (from as young as new born babies until senior citizens), professions (including professional lawyers, auditors, accountants, doctors, engineers, lecturers, businessmen, consultants, investors and etc.) and races (including Chinese, Malay and Indian) as I enjoy meeting people from all walks of life.
Based on my professional techniques and skills in identifying and analyzing customers' needs and financial goals, I am committed to tailor-made the risk management, investment, succession and other financial plans that best suit to their individual needs and protection requirements, providing them with the financial security to protect themselves and their loved ones.
I cherish every moment that I share with my clients, especially the privilege of being able to walk through their life journey with them.
To me, this is a very meaningful career, to be in a business where I get to know new friends and help them in achieving their financial goals.
B. Mgmt (Hons), MBA, Financial Planner (RFP)
Reading, Jogging, Sports activities, Social work