Top Associate Director 2022

I made the decision to join the financial consultancy line after completing my national service. Coming from a humble and low-income family, I was inspired to get into a profession where I can help people achieve their financial goals and live comfortably.
Since becoming a financial consultant, I’ve worked hard to achieve my personal career goals, and am now a member of the Million Dollar Round Table (MDRT), as well as an International Dragon Award (IDA) awardee. The efforts of achieving my personal career goals in the first year definitely paid off well, and we grew from a one-man operation to 10 in a year.

The key drivers that motivate me.
The thirst for progress and future career prospects are key drivers that keep me motivated as a financial consultant. I want to be able to challenge myself daily in this industry. Coaching talents and achieving breakthroughs from all walks of life give me the motivation in my day-to-day work.

Wearing multiple hats as a financial consultant.
Apart from being their financial consultant, I am also very close friends with all my clients. I play a multi-faceted role in their lives and I will always be the one they turn to when they need advice for anything they encounter in their personal and professional lives.

Putting myself in my clients’ shoes.
The strong desire I have to be of service and to serve my clients keeps me competent and is one of my biggest strengths as a financial consultant. My unique selling point is that I will always work in my clients’ best interest and provide them with the best service I can, I treat my clients with the same expectations as to how I would like my own personal financial consultant to would when serving me.

Achieving goals even in the face of adversity.
Being awarded the IDA 2020 is my proudest accolade. I went through countless rejections and setbacks during my first year in the business as I only had 5 months to 31 December. Despite the challenging timeframe, I managed to achieve my goal. The people who have placed their trust in me during my initial phase are who I would credit for helping me earn this award.


Top Associate Director 2022

Million Dollar Round Table Unit (Ruby) 2021

8th Runner-up, Top Financial Consultant 2021

AIA FA Pinnacle Club – Gold Unit 2023

AIA FA Prestige Club – Titanium 2023 and 2020

AIA High Net Worth Prestige Club (Personal Wealth Manager) 2023 and 2021

AIA FA Pinnacle Club (Unit) 2022

AIA FA Prestige Platinum Club 2022

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

AIA Centurion Club 2021

Million Dollar Round Table 2023, 2022 and 2021

International Dragon Award – Bronze Dragon Award (Manager Category) 2023 and 2022

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

100 IDA Team Award 2023, 2022, 2021 and 2020

Diploma in Consumer Behavior and Research

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