I began my journey as a financial consultant in November 2022 while pursuing my studies at the Singapore University of Social Sciences (SUSS). By the end of my first year, I achieved the prestigious MDRT certification—a testament to my dedication and commitment to excellence. I have continued to uphold this standard, consistently attaining MDRT recognition year after year.

Throughout my career, I’ve been committed to continuous learning and professional growth. I have earned key certifications such as Estate and Succession Practitioner, Certified Affluent Wealth Adviser, and Institute of Banking and Finance Qualified (IBFQ). These achievements have contributed to my growth and the milestone of becoming a Senior Personal Wealth Manager in 2025.

Today, I work with a diverse clientele, including business owners, dedicated healthcare professionals, seasoned legal practitioners, and individuals preparing for retirement.

Client experience is at the heart of everything I do. I take pride in crafting a seamless and personalised journey for each client, working closely with my team of Business Support Managers to ensure every detail is thoughtfully planned and executed.

What truly sets me apart is my approach—building genuine, long-lasting relationships with my clients. I prefer meaningful, face-to-face conversations over conventional presentations, often forgoing slides and props to focus on what truly matters: understanding my clients’ needs and aspirations. My passion for connecting with people has been ingrained in me since childhood, and I firmly believe that every endeavour I pursue should create a positive impact on others’ lives.