Having graduated from University of Otaga in New Zealand and obtained a Degree in Accounting, I started my career as a Chartered Accountant, before venturing into Financial Services with Great Eastern in 2001.
My role as a GE Life Planner Adviser cum Certified Financail Planner is to identify clients' need and fulfill their needs by tailoring different types of financial solution. Through proper planning and periodic regular review, I have helped many clients and their family preserve and protect their hard earn wealth in the unlikely event of Death, Disability, Diseases, and medical emergency. Similarly, with different wealth planning tools provided by GE, I managed to help my client achieve their financial objectives at different stages of their life.
I specialise in providing income protection and retirement planning for professionals and business owners, especially creating emergency fund for the purpose of key man protection, liability cancellation, employee benefits, business succession, wealth protection, wealth management and wealth distribution.