If you want to go fast go alone. If you want to go far, go together.


2nd Runner-up
Top Senior Director 2023

I graduated from Nanyang Technological University with a Bachelor’s of Accountancy, and I am the eldest of 3 children. I joined the financial advisory industry in 2014, and apart from being a consultant, I am also a Certified Estate Planner (CEP) and Associate Estate Planning Practitioner (AEPP). An ex-national water polo player, I also enjoy sports for leisure and play a variety of sports such as soccer, basketball and snooker. My accolades include being AIA FA’s Top Senior Director 2020 – 1st Runner Up, a member of the AIA FA Pinnacle Club (Silver Unit) 2021 and the International Dragon Gold Award 2021 (Manager Category).

MAD: Motivated, with the right Attitude, and Discipline

My mentor used to say that financial consultants need to be ‘M.A.D’: Motivated, with the right Attitude, and Disciplined. This saying has stuck with me and I feel it is necessary for any new financial consultants looking to build up their careers in this industry to be aware of it too as it is sound advice!

Access where we must be, and change what we need to get there

I think the fundamental role of financial consultants hasn’t changed very much over the years, though the skill sets required to be a successful financial consultant have evolved. In the future, as the population becomes more aware and knowledgeable about financial planning, the minimum level of professionalism required by financial consultants will also increase accordingly. I also believe that the need for, and our ability to remain relevant and present to our clients and prospective clients have become even more important with the rise and popularity of social media.

Clubs & Awards


2nd Runner-up
Top Senior Director


Awarded to
Pung Junyi Isaac


2nd Runner-up, Top Senior Director 2023, 2022 and 2021

Million Dollar Round Table Unit (Ruby) 2021

1st Runner-up, Top Senior Director 2020 and 2019

AIA FA Pinnacle Club (Unit) 2024 and 2023

AIA FA Pinnacle Club (Gold Unit) 2022

AIA FA Pinnacle Club (Silver Unit) 2021 and 2020

AIA High Net Worth Prestige Club (Personal Wealth Manager) 2019

International Dragon Award – Bronze Dragon Award (Manager Category) 2024 and 2023

100 IDA Team Award 2024, 2023, 2022, 2021 and 2019
International Dragon Award – Silver Dragon Award (Manager Category) 2022

International Dragon Award – Gold Dragon Award (Manager Category) 2021

Singapore Management Awards 2020 – Gold Direct Award

Million Dollar Round Table 2019

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

Certified Estate Planner (CEP)

Associate Estate Planning Practitioner (AEPP®)

Bachelor of Accountancy

Get in Touch

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