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Lee Si Mian

Professional Title: Financial Consultant

RNF No: LSM300556528

Million Dollar Round Table (MDRT) - 2024, 2025
AIA Awards

AIA FA Prestige Club (Titanium) – 2024, 2025
AIA High Net Worth Prestige Club
– Prestige Wealth Manager – 2024, 2025

Other Certificates

Certificate in Financial Needs Analysis and Plan Construction (Cert FPC)
Institute of Banking and Finance Qualified (IBFQ)

I am a Financial Consultant with Ascendance Wealth Management (AWM), an authorized representative of AIA Financial Advisers (UEN: 201715016G). With 4 years of experience in the financial industry, I specialize in providing personalized and effective financial solutions tailored to the unique needs of my clients.

I take pride in being a trusted family agent for many of my clients, who are primarily working adults and professionals. My approach is built on facilitating informed financial planning decisions while fostering genuine connections with my clients.

As a multiple award recipient, including achieving MDRT (Million Dollar Round Table) status in 2024 and 2025 and being part of the AIA FA Prestige Club (Titanium) in both years, I am deeply committed to excellence in client service.

My areas of expertise include investment portfolio planning, retirement planning, and legacy planning. I aim to empower my clients to create more time and financial freedom, enabling them to focus on the things they love most.”