As a CFA charter holder and CFP professional, I take pride in developing and implementing financial plans for individuals and businesses, utilising knowledge of tax, investment strategies, insurance, retirement planning and real estate. I enjoy meeting people, listening to their needs and tailoring a holistic financial plan for them. The strong relationship that I foster with clients through regular follow-up and reviews and the trust that I gain over the years are my greatest fulfillment. I look forward to partnering more people in their lifelong financial planning journey.
BSc Econs, CFA, CFP, MSE, BSE
MDRT 2014 Aspirant, GE Achievers Club Silver (2014-15), PSA Corporation Overseas Scholarship
Traveling, Learning languages, Swimming