When an injury threw me off my original path of signing on to the army special forces, I decided to pursue finance at Singapore University of Social Sciences (SUSS) instead. While on the hunt for internships upon graduation, I chanced upon the ADVISORS ALLIANCE GROUP (AAG), and the rest is history.

I am now a Platinum Club member, a recipient of the International Dragon Award (IDA) and a member of the Million Dollar Round Table (MDRT).


Honing the ability to hold valued conversations with clients.

Professional growth and the ability to hold valued conversations with clients are key drivers that keep me motivated as a financial consultant. My hope is to one day be able to shed the “salesman” reputation that financial consultants have, and for people I meet to be proud to speak to those in our profession. In order to be trusted advisers, we must be able to connect with people on a personal level, really be interested to know them and share about how we can assist them to achieve their goals financially when the need arises.


Being more than a financial consultant.

In days of technology today, there is almost no information that can’t be retrieved through the internet. Consumers are extremely savvy as compared to the past and the question I ask myself is why will they want to consult me? And if they do come to me, how can I best give my neutral perspective professionally?

My clients do not only view me as their financial consultant. Aside from work, I also play the role of their friend, workout buddy, basically someone whom they can hang out with socially and professionally. In MDRT, I learnt about the whole man concept. My life will never be complete if it’s all about work, therefore I always want to integrate people into my life whenever possible.


Always hungry for self-improvement.

I have an insatiable hunger for knowledge. I always attend courses to further develop myself professionally so that I can be differentiated from the typical salesperson. I truly see myself as a consultant rather than a salesperson. This hunger is one of my biggest strengths as a financial consultant and my clients have feedback that they appreciate my sincerity and professionalism.


Professionalism comes first.

I do not have a particular award I am most proud of – I am grateful to be able to achieve various recognitions during my journey so far as a financial consultant. Aside from the glam that the industry tend to portray to the general public, I remind myself that professionalism is key and that awards are secondary by-products if I execute my duties justly. When the time ever comes, we deliver what we promise during the point of transaction and give hope to people who needs it, at least financially and mentally knowing that they have prepared well for the eventual day that came.


Million Dollar Round Table Unit (Ruby) 2021
AIA FA Pinnacle Club (Unit) 2024, 2023 and 2022

AIA FA Prestige Club (Gold) 2024

AIA FA Prestige Club (Platinum) 2022, 2021 and 2020

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

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

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

100 IDA Team Award 2024, 2022, 2021 and 2020

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

Associate Wealth Planner (AWPCM)

Associate Estate Planning Practitioner (AEPP®)

Bachelor of Science in Finance with Minor (Hons)



I prefer a financial advisor who listens, understands the client’s needs and offer practical solutions based on what is the best for the client instead of what is best for the insurance agent.

Shi Guan is well mannered, courteous, knowledgeable and intelligent. This is half the battle won.

He will arrange for an appointment, come at least 15 minutes ahead of time and just wait quietly in a corner until it is the time for the appointment when he will present himself. This is a quality of someone who respects his client’s time.

He will go far in this vocation and I have no reservation to recommend him to my friends.


Shi Guan is a very client-centric individual who places his clients’ needs first and seek to understand their concerns. He exhibits professionalism when conducting himself and is well known for being knowledgeable and responsible. He goes above and beyond to upgrade himself professionally so he can better service his clients.

He is also one of the most disciplined person and a man of his word. He delivers what he promises and lives up to expectations. Additionally, he holds high moral standards and his decisions does not waver according to his own benefits. This makes him very respectable as a Financial Advisor, Friend, and Team Leader as we always know that we can rely and depend on him.


I have known Shi Guan for a while now and he has always been one of the hardest worker in the room. When I was trying to get my family’s portfolio sorted out, I knew that it had to be him. I see professionalism in him whenever he gives us advice on how we can better manage our life. It’s the dedication that he has shown which further assures me that he can give be the best advice. He is very patient and never fails to provide a good listening ear to what we really need.

Shi Guan has always been going the extra mile to make sure that we have our doubts clarified. Whenever a visit to the specialist was required, he offered to call the clinic for us. When trying to settle issues outside of his expertise, he always offers to find out more to make things easy for us. I deeply appreciate his efforts to provide this excellent service. As we prepare for a new addition to my family, Shi Guan has always been there to advise me what we can do.

I have recommended Shi Guan to my other relatives and will continue to do so. He has shown me things that I have not experienced from any other consultants before. I am so comfortable with his services and will keep relying on him from now on.


If you are looking for a trustworthy friend who can also take care of your financial portfolios and investment needs, Shi Guan is the perfect candidate. Aside from our usual friendly bickers, he also takes on a professional role of a financial consultant whenever I require any help. He is super prompt with his replies and is knowledgeable in his field of work as well (he is able to answer all my questions/concerns, so far). It is also fuss-free when you submit claims, check on your policies/investments as he makes sure he goes through all the nitty gritty before he comes to you. 10/10 highly recommend!


The first time I met Shi Guan was at my previous residence, when as a relatively new AIA Insurance agent, he knocked at our door to enquire on whether interested to take any policies/ investments. He seemed a passionate, confident, sincere and professional guy. Thus our insurance journey began and it’s been going strong for the past few years. Despite his young age, Shi Guan is responsible and if not familiar with any particular investment, he takes the initiative to go through and then advise his clients. He’s always willing to go the extra mile to advise based on client needs.

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