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Lucas Lim Zhe Hao

Professional Title: Senior Director

RNF No: LLZ300034264

Million Dollar Round Table (MDRT) – 2020, 2021, 2024
International Dragon Award (IDA) – 2020, 2021
AIA Club Zenith - 2022, 2024
AIA FA Pinnacle Club (Unit) – 2023
AIA FA Pinnacle Club (Gold Unit) - 2022
AIA High Net Worth Prestige Elite - 2022
AIA High Net Worth Prestige Club
- Personal Wealth Manager – 2020,2021
AIA FA Prestige Platinum Club – 2020
AIA FA Prestige Titanium Club - 2021
AIA FA Prestige Gold Club - 2022
Chartered Financial Consultant®/Singapore (ChFC®/S)
Associate Specialist in Estate Planning (ASEP®)
Certificate in Financial Needs Analysis and Plan Construction [Cert sci (FPC)]
Institute of Banking and Finance Advanced (IBFA) Level 3

I joined the career due to a first-hand experience of seeing my family crumble due to poor financial planning when my father was declared bankrupt as a child. This led to an innate interest in financial security, and it has guided this call to action for the people around me.

My vision for the industry would be an increasing excess of professionalism and improvement and I wish to be able to walk this journey alongside my clients to better shore up their finances and lead to better, more resilient and happier lives.