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Brendan Perng Jia Yu

Professional Title: Financial Consultant

Million Dollar Round Table (MDRT) – 2022
AIA FA Prestige Titanium Club - 2022
Certificate in Financial Needs Analysis and Plan Construction [Cert SCI (FPC)]
Institute of Banking and Finance Qualified (IBFQ)
Institute of Banking and Finance Advanced (IBFA) Level 2

A career of many opportunities
Being a financial consultant has allowed me to break out of the system and explore possibilities I never would have had if I continued down the university route. It has also helped me understand our society better, and on a more personal level through meeting people from all walks of life and addressing any financial needs they may have. My role has definitely helped elevate many of my existing friendships as well, by being a consultant who can help with their problems too.

A strong moral compass is key
As this is a role that directly deals with our clients’ finances and futures, it is important to stay ethical and moral in our conduct. Amongst the many mistakes we make in our journeys, mistakes that are immoral in nature are those that are the most severe and least forgivable.

A vision to change the future
Despite a certain social stigma that came with being a financial consultant, I felt that getting over it would make the world my oyster. I decided that I didn’t need to play into the negative stereotypes of this industry, and my bigger goal today is to eventually revolutionise the quality of consultants in this industry.