3rd Runner-up, Top Director 2022

I was from a corporate training background, and worked there for 4 years before making the switch to become a financial consultant. I now lead a growing team of 40 passionate and driven young individuals committed to impacting lives. My accolades include achieving Top Associate Director in 2018 and 2019, as well as qualifying for the International Dragon Award in 2018 and 2019.

I am also a father of a beautiful 6 month old daughter.


The key drivers that keep me motivated.

The 40 people in my team who look to me to add value to their lives and to keep the promises I made to them when they joined me in this business are my true drivers. Not forgetting my clients who also play a key role for my motivation by placing their trust in me, because I have to do well in order to serve them well.


Besides being a financial consultant to them, I also play varied roles in my clients’ lives.

To my older clients, I am also a disciple, learning from the wisdom they have accumulated over the years of their lives. To my peers, I would like to think that I play the role of a thought leader, the go-to person when it comes to anything finance-related. And to my younger clients, I play the role of a mentor, not only in finance, but also in leadership and in life.


Energy cannot be created or destroyed, only transferred or converted.

I would consider my biggest strength as a financial consultant to be my skill in being able to transfer and channel energy with limitless enthusiasm, and to empower people to take action, whether it is to take that step of confidence to join me in this business, or to take that step of purchasing a solution that you did not know you needed.


The proudest accolade of my career.

I was instrumental in grooming and promoting a Top Associate Director, Angie Lee Zhi Hui, in 2019. I believe that the genes of any organisation will only strengthen with a younger, more energetic and creative workforce.

To have promoted a Top Associate Director after achieving the same feat the year before is testimony to a systematic and replicable process, which anyone with the passion and drive to succeed can achieve.


3rd Runner-up, Top Director 2022

Top Recruiter Director 2019

AIA High Net Worth Prestige Club – Personal Wealth Manager 2023 and 2019

AIA FA Pinnacle Club (Unit) 2021 and 2020

AIA High Net Worth Prestige Club 2019 – High Net Worth Associate Director

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

International Dragon Award 2020 – Bronze Dragon Award (Manager Category)

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

100 IDA Team Award 2019 – 2021

Associate Estate Planning Practitioner (AEPP®)

Associate Specialist in Estate Planning (ASEP®)

Bachelors of Arts in Public Relations

Get in Touch

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