I obtained my graduateship of the Institute of Chartered Secretaries and Administrators in year 1999. Since joining Great Eastern Life in 1993, I have been professionally trained to become a Registered Financial Planner and Certified Financial Planner with high ethical and moral standard.
As a financial advisor, I provide clients with special advice on how to manage their finances. This role involves researching the market place and recommending the most appropriate products and services available, ensuring that clients are aware of products that best meet their needs.
My responsibilities also include answering to clients questions about financial plans and strategies and giving financial advice. I advise them on strategies in insurance coverage, investment planning, cash management and other areas to help them achieve their financial objectives.