Currently a Director & Senior Personal Wealth Manager, Daniel began his financial consultancy journey in 2020 after being convinced that it was a career that matched his callings – to help his community meet their financial goals and to be able to make a lasting impact on them, and their next generations, for life.
Three years later, Daniel is more eager than ever to continue serving his friends, family, and the larger community. With a unique suite of flagship tools such as Adulting: The Graduate’s Starter Pack and the Retirement Roadmap (Mahjong Edition), he is well-equipped to assist young working professionals or retirees-to-be with managing their wealth being. The many who have entrusted their entire portfolio planning to Daniel have commended his depth of expertise, humility, and easy-going nature.
To better complement his services, Daniel is currently pursuing a double degree in Accountancy and Business with a Major in Finance at SMU. Concurrently, he has also attained accreditations in Associate Estate Planning Practitioner (AEPP®), Institute of Banking and Finance Qualified (IBFQ), and Associate Financial Consultant (AFC).
Furthermore, with Daniel’s advanced knowledge in accounting and business management, he can also provide a full suite of offerings to business owner clients, whose needs may be more complex and who have succession planning requirements.
