Years of Service
5
Languages
English, Mandarin & Cantonese
Certifications
ChFC®/S,CLU®, ASEP®
Achievements
GE Life Achiever's Club, MDRT, International Dragon Award (IDA)
Hobbies
Diving, Running
I've graduated with a Bachelor in Business (Banking & Finance Major) in one of our local universities. To date, I've completed multiple industry recognized qualifications, and to name a few, Chartered Financial Consultant and Chartered Life Underwriter. I've also been a Million Dollar Round Table and International Dragon Awards Qualifier.
After a number of years in financial advisory, I begin to view that education are far less important than accolades. Hence, I made a promise to constantly upgrading myself, to provide value in the complex climate of financial planning and wealth management.
If you are looking for a brutally honest, knowledgeable, and value adding consultant - I am the right one to have a conversation with. I am a believer of holistic financial planning services and if you are keen to know what more you can do to improve the efficiency to your portfolio, let's have a chat!