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Khoo Yixun

Professional Title: Senior Director

RNF No: KY-300055342

Court of the Table (COT) - 2021, 2023
Million Dollar Round Table (MDRT) - 2020, 2021, 2022, 2023, 2024, 2025
International Dragon Award (IDA) - 2020, 2021, 2022, 2023, 2025
AIA Awards

AIA FA Centurion Club – 2020, 2022
AIA High Net Worth Prestige Club –
– Executive Prestige Wealth Manager – 2023, 2025
– Prestige Wealth Manager – 2021
AIA FA Pinnacle Unit – 2022
Million Dollar Round Table Unit – 2021

Other Certificates

Chartered Financial Consultant (ChFC)
Associate Estate Planning Practitioner (AEPP)
Certificate in Financial Needs Analysis and Plan Construction (Cert FPC)
Institute of Banking and Finance Qualified (IBFQ)

Over the past 7 years in the industry, I’ve explored every aspect of financial advisory, and settled on specialising in Retirement and Restructuring planning. Where I work with professionals and business owners, to reduce their cost on insurance, while easing them into retirement through passive income generation. It’s meaningful for me when I see my clients shift from a state of ‘whether I have enough money to use in retirement’ into ‘what should I spend this money on?’ That evolution and happiness that they and their family experience is priceless.