Having been in the industry for the last 16 years, I have thankful and humbled by the accolades I've received including Court of the Table (2014, 2017), Life Member of Million Dollar Round Table (2006-2020), Life Member of Executive Entre-Planner (2012-2020), Life Member of Entre-Planner (2007-2011), Life Member of GE Achievers Club (Prestige Club 2006-2020) and international awards that recognise the top 1% in the industry for exemplary performance, knowledge, ethics and service. I have also been featured in the media (The Straits Times, Sunday Times, Smart Investor, and Choices) for my insights on financial planning.
I am thankful to my clients for their trust in me all these years. My history of outstanding achievements and longevity in this industry is also attributed to my resilience, relentless focus and diligence in planning for my clients' with their best interest at heart. It is coupled with the ability to communicate persuasively to influence positive outcomes for my clients' appeals and claims settlement.
I am a CFP, IBF Advanced, Certified Estate Planner, PEP, AEPP and Top of the Table (2020). I enjoy spending time with my daughter, hosting get-together's for family, travelling (pre-covid times), reading, and fine dining.