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Teo Hui Yit Karl

Professional Title: Financial Consultant

Million Dollar Round Table (MDRT) – 2021, 2022, 2023, 2024M
International Dragon Award (IDA) – 2021, 2022
AIA FA Prestige Titanium Club - 2021, 2022, 2024
AIA FA Prestige Gold Club – 2023
Associate Estate Planning Practitioner (AEPP®)
Certificate in Financial Needs Analysis and Plan Construction [Cert SCI (FPC)]
Institute of Banking and Finance Advanced (IBFA) Level 2

I became a financial consultant when I was a second-year student at the National University of Singapore while pursuing my double degree in Accountancy and Economics, as I relished the idea of earning a living and fully supporting myself while studying in university. This, in turn, gave me that added motivation to pursue this as a career. Experiencing the way this career is able to deeply impact others with my work, by educating and helping others in their financial planning, further motivated me to join this career. I have not looked back since then.

My passion for education has allowed me to translate the same passion to providing financial advice to my clients. As much as I believe everyone should be well-educated, we should also possess adequate financial literacy to see us through life without worries.

My biggest career goal is to connect with and impact 1,000 lives through the work that I do as a financial consultant. Having been able to follow my clients through their life journey and ensuring they have the knowledge and solutions available to have a peace of mind gives me a great sense of purpose and conviction in my career. I care deeply about perfecting my craft and having the willingness to share with others what I have learned and assist them in implementing financial solutions that will solve their needs both for the present and future. Conduct yourself honestly and sincerely, and I believe that there is a great value you can provide to others, in turn, you’ll be on your way to succeeding in this industry.

Lastly, I hope to be able to inspire the next generation of financial consultants to continue pushing the frontier of service and value in the area of financial literacy.