I embarked on my journey in the financial advisory industry in August 2015, shortly after national service. An opportunity arose to start as a student advisor, and despite being young and inexperienced, I embraced the challenge with an open mind and a free spirit. This decision marked the beginning of a rewarding career that has not only honed my sales, interpersonal, and communication skills but has also afforded me significant personal freedom and satisfaction.

My aspiration has evolved over the years, and I now aim to step into a leadership role to inspire and mentor the next generation of financial consultants, sharing the skills and experiences I’ve gained to help them grow.

One of my most memorable experiences occurred one Monday morning when I spontaneously decided to fly to Taipei. Driven by a craving for Taiwan’s “chao da ji pa” (a massive chicken cutlet), I found myself enjoying this favourite dish by evening, with just a backpack in tow. This impromptu trip was a vivid demonstration of the financial and spiritual liberty that my career has provided me, and it remains a cherished memory.

My greatest source of inspiration in this field is my Executive Director, Gabriel Tan. His profound knowledge, skill, passion, and loyalty are qualities that embody the pinnacle of achievement in our industry, and he has profoundly influenced my professional development.

For newcomers to this industry, the most critical advice I offer is the importance of making good decisions. This skill is foundational and transcends technical knowledge — it’s about choosing paths that lead to success and fulfillment.

In addition to being a financial consultant, my role often extends into more personal realms. My ability to listen attentively and intuitively allows clients to feel comfortable sharing their concerns with me, knowing that I provide a non-judgmental ear and utmost confidentiality. This trust builds deeper, more meaningful relationships, enhancing the effectiveness of my advice.

In recruitment, the key trait I look for is also good decision-making. This skill is essential as it often predicts the future success of consultants. Observing how potential candidates handle choices and challenges gives insights into their potential to navigate the complexities of this career successfully.


AIA FA Prestige Club (Titanium) 2024

AIA High Net Worth Prestige Club (Senior Personal Wealth Manager) 2024

AIA FA Prestige Club (Gold) 2023

Million Dollar Round Table 2024
Certified Affluent Wealth Adviser (CAWA) Level 1

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