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Terence Poo

Professional Title: Financial Consultant

RNF No: PTH300806728

Million Dollar Round Table (MDRT) - 2025
AIA Awards

AIA FA Prestige Club (Titanium) – 2025

Other Certificates

Institute of Banking and Finance Qualified (IBFQ)

As the second youngest MDRT financial consultant in AWM Group, I believe in making a difference in the lives of my loved ones by providing holistic financial planning through this career.

I serve multiple clientele base (which includes doctors, lawyers, principals, CEOs, and many others) through a comprehensive suite of financial services such as retirement planning, and legacy planning to ensure that they are well prepared to navigate through unexpected and abrupt changes. My specialisation lies in investment planning, where I free up time and money to enable my clients to pursue the things that matter more to them, allowing them to feel less guilty when spending money on leisure.