CHUA WEI LUN

CHUA WEI LUN

1st Runner-up
Financial Consultant 2020
RONGDA-SUNNY YAP ORGANISATION
ADVISORS ALLIANCE GROUP

Awarded the Court of the Table 2021 after being a Million Dollar Round Table member in 2019 and 2020, I worked my way to becoming an Executive Financial Consultant since I started out 5 years ago.

 

Today, apart from being a financial consultant, I am also an estate planner, wedding planner and events organiser. Formerly an air force regular, I left to join the financial consulting industry as I was driven by my desire for financial independence, as well as wanting to provide a comfortable life for my parents for bringing me up.

 

Focus on what is small enough to change, but big enough to matter.
This is why it is important to always be, first and foremost, a listening ear to your clients. In the pursuit of personal growth, I always strive to be on the pulse of my clients’ financial needs, helping them in areas from insurance and investments to mortgages, wedding planning and even car purchases. I fundamentally believe that this personal touch, aided by my listening ear, is key to the role of a successful financial consultant.

 

Never forget it’s a team effort.
Even though I achieved my biggest accolade, the Court of the Table 2021, I do not deserve the credit alone. It is also thanks to my fellow colleagues and Court of the Table focus group for helping me pull through in the last quarter, as well as my founder, Chuan, for inspiring the right culture and values of the organisation in me. I also have AIA FA’s team of underwriters, business development managers and backend staff for being there to support the business’ growth.

 

“Life doesn’t happen to you, it happens for you.” – Tony Robbins
Because of this quote, I have my sights set on eventually becoming an Executive Director, and to help bring more people into the business and positively impact more lives.

Clubs & Awards

TOP AWARDS

1ST RUNNER-UP
FINANCIAL CONSULTANT
2020

AIA HIGH NET WORTH PRESTIGE CLUB 2021

Executive Personal Wealth Manager

Awarded to

CHUA WEI LUN

MEMBER OF THE
AIA CENTURION CLUB
2021

Awarded to

CHUA WEI LUN

Qualifying Member Of The
COURT OF THE Table
2021

Accolades

1st Runner-up, Top Financial Consultant 2020

AIA Centurion Club 2023, 2022, 2021 and 2020

AIA High Net Worth Prestige Club (Senior Personal Wealth Manager) 2023 and 2022

AIA High Net Worth Prestige Club (Executive Personal Wealth Manager) 2021

Million Dollar Round Table 2023, 2022, 2020 and 2019

International Dragon Award – Bronze Dragon Award (Agent Category) 2023, 2022, 2020 and 2019

100 IDA Team Award 2023, 2022, 2021, 2020 and 2019

Court of The Table 2021

International Dragon Award – Silver Dragon Award (Agent Category) 2021

Associate Estate Planning Practitioner (AEPP®)

Bachelor of Business in International Business

Get in Touch

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1800 248 8000

 

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