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.