About Me

  (Representative number: TZE300326276)

Intrigued by my purpose for joining this field, my unwavering answer has always been: "I find meaning in assisting others." Over a decade with Great Eastern, I've met exceptional individuals whose wisdom has deeply touched me.

My services encompass:- Comprehensive insurance coverage, endowment/savings planning, and Cash Flow management.- Tailored retirement and estate planning strategies.- Proficiency in investment planning and portfolio management.- Specialization in Business & Employee Insurance.

Notable accolades include:
- Million Dollar Round Table (MDRT) & International Dragon Awards (IDA) from 2019 to 2024.
- Court of the Table, 2024
- Asia Pacific Financial Services (APFinSA) Excellence Awards, 2019 to 2024.
- Designation as Great Eastern's Top 10 Executive Senior Financial Consultants, 2018 to 2024, and as Entre-Planner.

However, my motivation isn't solely driven by awards or certificates. It's the profound responsibility I bear towards my clients that propels me. The flame of service burns bright, urging me to delve deeper into knowledge and empathy, weaving a tapestry of expertise and service, each thread embodying the trust and dreams of those who've made my journey exceptional.

I'm always committed to growth. Pursuing the CFA and CIPM Charterholder designations, I seek to elevate client service.

Current Qualifications include:
- Certification in Investment Portfolio Management Level 1 & IBF Assessment for CFA Singapore (Level 1)
- Premier Client Group Consultant designation.
- Udemy Qualifications in Financial Analytics, Financial Analysis (in Python), CFA Level III Equity Portfolio Management.
- Associate Estate Planning Practitioner

My drive is to expand knowledge and refine skills, offering the utmost expertise and service to valued clients. Each step acknowledges the trust bestowed upon me, urging me to explore realms of proficiency and compassion.

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