I began my journey as a financial consultant in August 2023 while pursuing my degree in Accountancy at Singapore Management University (SMU). In my first full year, I earned the prestigious MDRT certification, demonstrating my commitment to excellence and professionalism.
Throughout my career, I have prioritised continuous growth and professional development, obtaining certifications such as the Diploma in Personal Financial Planning and the Institute of Banking and Finance Qualified (IBFQ) credential. These milestones have guided me toward my current role as a Personal Wealth Manager in 2025. Today, I work with a diverse clientele, including business owners, healthcare professionals, army personnel, and individuals preparing for retirement.
My core focus is to provide transparent and impartial financial advice. In a field where trust is essential, I strive to build lasting relationships grounded in integrity, mutual respect, and trust. By understanding each client’s unique circumstances and goals, I design personalised solutions that align with their aspirations, always prioritising their best interests. The loyalty and trust I cultivate with my clients remain the most fulfilling aspects of my career.
