My journey in the financial advisory industry began six years ago during my final year of undergraduate studies in Nanyang Technological University, graduating with First-Class Honours in Accountancy. In the course of my career, I have achieved certifications as a Certified Financial Planner (CFP), a Chartered Financial Consultant (ChFC), Associate Estate Planning Practitioner (AEPP), Certificate in Retirement Adequacy Planning (Cert REAP) and Master Fund Adviser (MFA). My other accolades includes maintaining my membership on the Million Dollar Round Table (MDRT) for four years, and qualifying for the prestigious International Dragon Award (IDA).

Maintaining the high standards I set for myself.
The words of appreciation from my clients, their testimonials and many friends that they have recommended to me assures me that I am doing the right thing and it keeps me motivated as a financial consultant. I also started mentoring two years ago and strive to be exemplary in my conduct and business ethics for the associates that I’ve brought into the business.

Offering more than financial consultancy.
My clients often tap on my network of professionals in other industries such as doctors, lawyers, accountants, head-hunters and other trades such as car mechanics, custom printers and nutrition specialists. Basically, I play the role of a connector by providing resources and as a problem solver to address whatever needs that they have, to the best of my abilities, outside of financial planning.

Every detail matters.
My greatest strength as a financial consultant is that I am highly analytical and detail-oriented, and acting as a financial coach to my clients. My unique selling point would be the comprehensive financial planning process that starts with thorough understanding of my clients’ financial goals beyond simple insurance and investment planning. Our conversations cover a broad spectrum beyond that, from cash flow optimisation, mortgage
planning, CPF planning, estate planning, retirement planning and child education planning. I am here to provide a holistic view of their finances and take meticulously calibrated steps along the way.

My proudest achievement.
The proudest achievement apart from my personal achievements, is having made the lives of my associates better by enabling them to achieve their MDRT and IDA awards. Through this career, they have made their lives and better their families’ lives as a result.


Million Dollar Round Table Unit 2021 (Ruby)
AIA FA Prestige Club (Titanium) 2024

AIA Centurion Club 2023, 2021 and 2020

AIA FA Prestige Club (Platinum) 2022

AIA FA Pinnacle Club (Unit) 2022 and 2021

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

Million Dollar Round Table 2024, 2023, 2022, 2021, 2020, 2019, 2018 and 2017

International Dragon Award – Bronze Dragon Award (Agent Category) 2024, 2023, 2022, 2021, 2020, 2019, 2018 and 2017

100 IDA Team Award 2024, 2023, 2022, 2021, 2020 and 2019

Certified Financial Planner (CFP®)

Chartered Financial Consultant (ChFC®/S)

Associate Estate Planning Practitioner (AEPP®)

Certificate in Retirement Adequacy Planning (Cert. REAP)

Master Fund Adviser (MFA), IBF Financial Training Scheme

Bachelor of Accountancy



Ethan is a very professional and sincere advisor. He is knowledgeable and well-versed in his work and is able to personalize plans based on my needs and demands.


Ethan is unlike any other advisor that I have encountered thus far. He doesn’t push to sell products whenever I meet with him. Instead, he spends time listening and understanding what I really need and then recommends a product that covers all my needs. Highly reliable and recommended.


Ethan is super reliable and readily contactable, always just a text away. He attends specifically to your needs and explains everything clearly before marketing the product. Highly recommended.


Always go the extra mile in helping out, regardless if the matter is outside of business.


Ethan makes us feel comfortable when we carry out financial planning. I also like that he is thorough in his work. This can be shown through his spreadsheets. Only after evaluating the strength and weakness of our portfolio, then he proposes policies to complement it. That is truly placing financial planning as the priority.

Get in Touch

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1800 248 8000


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