A Bit About Me
I'm very grateful for the opportunity to do something that I enjoy and believe in right after my graduation in 2004.
I've had the privilege to meet people and mentors who have shaped my career growth in the financial services industry. With that, I want to pay it forward to my clients and consultants that come my way.
Your 'AHA' looks and responses to my humble sharing encourages me to continue to improve and upgrade my skills and knowledge.
I look for forward to a memorable and impactful encounter with you.
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2004 - 2018
finexis advisory Pte Ltd
2018 - current
Joined in 2004 as a Financial Consultant
Promoted to Management in 2007
Moved to FA to setup a new team.
Motivated by the opportunity to provide more options and better solutions to my clients
B.Sci Applied Maths (NUS)
Chartered Financial Consultant, ChFC
My Client Testimonial
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Will & Trust
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