Daniel is a seasoned speaker, financial consultant, and agency leader renowned for his ability to build high-performing teams and scalable systems. With over four years of experience in the financial services industry, he has developed a strong reputation for empowering Gen Z leaders, directors, managers, and financial consultants to achieve sustainable success. His strategic approach to mentorship, leadership development, and business systemization has not only elevated the careers of many within the industry but has also positioned him at the forefront of financial advisory excellence.
Daniel’s expertise in financial advisory, agency leadership, and estate planning has been instrumental in helping individuals and businesses navigate complex financial landscapes. As a licensed Estate and Succession Practitioner with Precepts Legacy and a Certified Estate Planner with GetArrange, he provides comprehensive wealth preservation and succession planning strategies that ensure financial security across generations. His ability to bridge technical expertise with practical, real-world applications has made him a trusted advisor to clients, business owners, and financial professionals alike.
His commitment to developing high-growth, high-impact teams has led to his most recent achievement as AIA FA’s Top Recruiting Director in 2024. This milestone is particularly significant as AIA FA is part of AIA, the #1 MDRT company in the world, highlighting his ability to attract, develop, and lead top-tier financial consultants in an industry known for its high standards. Through his coaching and mentorship, he has established a culture of performance and professional excellence, equipping consultants with the systems and skills necessary to build sustainable, thriving careers in financial services.
Daniel has consistently demonstrated his capability in both personal production and leadership, earning numerous industry accolades that recognize his contributions to the field. He achieved the Court of the Table (COT) designation twice within his first two years, a testament to his ability to drive client acquisition, business growth, and advisory excellence. His exceptional performance was further acknowledged when he was named a Finalist for Asia’s Financial Advisor of the Year in 2023, making him the only Singaporean to receive this distinction. These accolades, along with his membership in the Million Dollar Round Table (MDRT) for five consecutive years (2022–2026) and multiple International Dragon Award (IDA) wins, solidify his standing as a top-performing financial consultant and leader in the industry.
Beyond his achievements in financial consultancy, Daniel is a recognized thought leader and global speaker. He has been invited to speak at the MDRT Global Conference and various international platforms, where he shares insights on branding, leadership, financial planning, and system-building. His influence extends beyond the stage, as he is also a contributing writer for MDRT LEARN’s Round the Table publication in May 2024, providing educational content that helps over 90,000 MDRT qualifiers worldwide enhance their competency and industry knowledge.
Driven by a passion for mentorship and professional excellence, Daniel continues to shape the future of financial advisory by developing practical frameworks that help professionals navigate an evolving industry with resilience, adaptability, and strategic foresight. Whether through coaching, speaking engagements, or advisory work, he remains dedicated to empowering individuals and teams to achieve long-term, sustainable success.
