I trained as a competitive Swimmer since I was 6 years old and played Water Polo at 12 years old. As a Water Polo player, I represented Singapore with the National Youth Team and subsequently the National Squad. During my tertiary education years, I represented the National University of Singapore and served as their Team Captain and Manager.

Recruited into the financial advisory industry as an intern via the ADVISORS ALLIANCE GROUP (“AAG”) Varsity Internship Programme in 2008, I was attached to my mentor – Executive Director Vincent Koh during my university tenure. I used to juggle my studies, and financial advisory and was also running several businesses before I finally decided to concentrate full-time on financial planning as a full-fledged advisor in 2011 after I graduated from NUS Chemical & Biomolecular Engineering.

Having been brought up in my business by the pioneers of AAG, I am currently an Executive Director of Advisors Alliance Group. In August 2020, I also launched a self-discovery and dream-building book entitled “Me-ssion: Getting Your Sh*t Together”. Inspired by my desire to provide mentorship, “Me-ssion: Getting Your Sh*t Together” is a time-bending playbook that aims to help its readers create their very own stepping stones into their future dreams.

Unlearn and relearn.
It is extremely important to develop the skill to unlearn and relearn new methods of conducting our business, from advisory with clients to recruiting team-mates. This means we need to be adaptable in our business, to be able to change our approaches to the various business challenges out there.

Never forget your roots.
My success today is thanks to Vincent Koh, who is my Introducing Officer, my Executive Director, and ultimately my mentor. But intimately, he is my Business Father.

Keep that competitive edge.
In today’s world, we are starting to see the inevitable integration of technology and artificial intelligence in every business available. And in the financial advisory industry, information is more and more readily available to clients via digitisation, and clients are maturing in terms of financial literacy. As clients receive better standards of advisory as the industry matures, I believe that financial consultants must stay competitive in upgrading ourselves and bettering ourselves professionally to stay on top of the game. Only with better competencies through maintaining our competitive edge will we be able to serve our clients better over the long term.


Top Recruiter Executive Director (Direct Team Level) 2023

3rd Runner-up, Top Executive Director 2023 and 2022

Million Dollar Round Table Organisation (Emerald) 2023, 2022, 2021 and 2020

AIA FA Pinnacle Club (Platinum Organisation) 2024, 2023, 2022 and 2021

AIA FA High Net Worth Organisation 2024

AIA High Net Worth Prestige Club (Executive Director) 2022 and 2021

AIA FA Pinnacle Club (Gold Organisation) 2020

International Dragon Award – Platinum Dragon Award (Manager Category) 2024, 2023, 2022 and 2019

100 IDA Team Award 2024, 2023, 2022 and 2019

International Dragon Award – Bronze Dragon Award (Agent Category) 2019

Chinese Insurance Agency 500 – Laurel Crown Award 2023, 2022, 2021, 2020 and 2019

APFinSA Leadership Award – Platinum 2023, 2022, 2021 and 2020

Singapore Management Awards 2023, 2022,2021, 2020 and 2019 – Diamond Group Award

Singapore Management Awards 2018 – Platinum Group Award

6th Asia Trusted Life Agents & Advisers Awards 2021 – Inspirational Leader of the Year Finalist

6th Asia Trusted Life Agents & Advisers Awards 2021 – Digital Leader of the Year Finalist

6th Asia Trusted Life Agents & Advisers Awards 2021 – Insurance Agency of the Year Finalist

4th Asia Trusted Life Agents & Advisers Awards 2018 – Inspirational Leader of the Year Finalist

Chartered Financial Consultant (ChFC®/S)

Associate Estate Planning Practitioner (AEPP®)

Singapore Accredited Mortgage Planner (SAMPTM)

Institute of Banking & Finance Advanced (IBF Advanced)

Bachelor of Engineering (Hons) in Chemical and Biomolecular Engineering

Certified Estate Planner, CEP

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