I have been in financial advisory since September 2008 and transitioned to AIA FA in July 2023. As a second-generation financial planner, my journey was inspired by my mother, who not only transformed our family’s lifestyle through her career but also made a profound impact on many of her clients’ lives, helping them avoid financial ruin during critical health crises. Growing up surrounded by such inspiring stories, I naturally gravitated towards this career, driven by the desire to continue her legacy of making a tangible difference.

One of the most rewarding aspects of my career occurs when a client expresses gratitude for a smoothly processed claim or thanks me for being a reliable advisor in their lives. These moments are a heartfelt affirmation of the value and trust we build through our work.

My mother is undeniably the greatest influence on my career. From a young age, I witnessed her dedication and the lengths she went to support her clients. Her example taught me the importance of commitment and going the extra mile, qualities that I strive to embody in my own practice.

With all the talk about the rise of AI, I firmly believe that the role of a financial consultant remains evergreen. The essence of our work involves compassion, emotional understanding, and building relationships to grasp the full scope of our clients’ aspirations and needs — elements that are irreplaceable by technology.

For those new to this field, it’s crucial to understand that this is not merely a path to quick financial gain. True success comes from prioritising the interests of your clients above your own. By focusing on providing genuine value and placing their needs first, the rewards will naturally follow, both professionally and personally.


AIA FA Prestige Club (Diamond) 2024
Million Dollar Round Table 2024
Diploma in Aerospace Electronics

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