With a decade’s worth of experience as a financial consultant, I am not only a part of the first and only Singapore team in history to earn the 100 IDA Team Award in 2019, but have also received multiple International Dragon Awards (IDA) and Million Dollar Round Table memberships. Most recently, I was awarded the Top Corporate Solutions Director 2019, 1st Runner Up Director for Affluent and High Net Worth Awards 2019 and qualified as a member of the AIA Financial Advisers Prestige Platinum Club and Pinnacle Club 2020. On top of that, I have also achieved the titles as Personal Wealth Manager and High Net Worth Director of AIA High Net Worth Prestige Club for consecutive 2 years in 2019 and 2020.

I didn’t start out as a stranger to the financial services industry — prior to becoming a self-employed financial consultant, I used to work in the backend department of an insurance firm before deciding that life can be more! It has been a decade and life truly started for me after taking that leap of faith out of my comfort zone.


Every financial consultant should be a bona fide professional.
This, to me, is the most important quality every financial consultant should have. I owe it to myself and the industry to demonstrate my passion and vision and transform how people view us financial services practitioners. In fact, I am always finding ways to elevate the professionalism of financial consultants in how we practise.


You never walk alone.
As financial consultants, we strive to walk with our clients in their wealth and life journey. That is the biggest goal of my career, and I derive immense satisfaction from my contribution to my clients’ lives. I firmly believe that we can inspire compassion and kindness through our business dealings, and it is through being of service to others that we can find true happiness and peace.


A growth mindset is important too.
Life is a journey of continuous self-improvement, and this is applicable to our journeys as financial consultants too. As I undertake my job as a financial consultant, I am always finding ways to do better for my clients, which goes back to my goal of finding happiness and peace through my service to others.


Million Dollar Round Table Unit (Ruby) 2021

Top Director, Top Corporate Solutions 2019

1st Runner-up, Top Director (Affluent and High Net Worth) 2019

AIA FA Prestige Club (Silver) 2024

AIA FA Pinnacle Club (Unit) 2023, 2022 and 2020

AIA High Net Worth Prestige Club (Personal Wealth Manager) 2022, 2021, 2020 and 2019

AIA FA Prestige Club (Platinum) 2022 and 2020

AIA FA Prestige Club (Titanium) 2021

Million Dollar Round Table 2024, 2023, 2022, 2021, 2020 and 2014

International Dragon Award – Bronze Dragon Award (Manager Category) 2024 and 2021

International Dragon Award – Bronze Dragon Award (Agent Category) 2022, 2021, 2020 and 2019

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

Associate Wealth Planner (AWPCM)

Associate Specialist in Estate Planning (ASEP®)

Bachelor of Arts in Economics



Sharleen is very patient mentor and she really goes all out to help and guide me. The most memorable incident with Sharleen would definitely be out most recent meeting where she gave me a lot of ideas on my upcoming business. One thing that I really like about Sharleen is that she always provides guiding questions which allows me to have a clearer understanding on what I want to do. I would definitely introduce Sharleen to whoever is looking for a direction in career or life!


Sharleen has been there for my family through the ups and downs, thick and thin. She is always giving us professional advice tailored to our needs, helping us through every juncture. Her spectrum of knowledge makes her the perfect person to go to for every major financial decision. Thank you so much for your dedication through all these years!


As compared to my previous financial consultant, Sharleen is a responsible one who takes good care of my protection policies and makes sure I am not overpaying for them. I recently suffered a fall and fractured my leg, and I must say that the claims were fast, and I did not have to worry about the claiming procedures too. From this, I truly believe that a good financial consultant is one who can help in claims and not pushing unnecessary policies.


She teaches with her actions, not just with her words. For prospective consultants, all you need to be a roaring success is to emulate how Sharleen services her customers, always with their best interest at heart!


Sharleen is caring and very thoughtful. She takes extra efforts to address client’s concerns and explains plans with clarity. Her knowledge in financial management and professionalism is top notch. I would not hesitate to recommend her to my friends and family members.


Xueling shows the same love and care to me in my career, and even more so to her loved ones and clients. She always sets the most amazing example of what a confident and caring lady should be.


Sharleen is a long-time friend and mentor who puts in both heart and hard work in everything she does. True concern for your fellow man doesn’t come easily but from her it comes in bountiful amounts.

Patience and acceptance are her strongest virtues that I had the fortune to experience in our collaboration together so far. Looking forward to many more years of building the team together!

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