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Terence Poo

Professional Title: Financial Consultant

RNF No: PTH300806728

Top of the Table (TOT) - 2026
Court of the Table (COT) - 2026
Million Dollar Round Table (MDRT) - 2025, 2026
International Dragon Award (IDA) - 2025
AIA Awards

AIA FA Centurion Club – 2025
AIA High Net Worth Prestige Club – Executive Personal Wealth Manager – 2025
AIA FA Prestige Club (Diamond) – 2025

Other Certificates

Institute of Banking and Finance Qualified (IBFQ)

I am a High Net Worth Senior Prestige Wealth Manager, and the youngest and fastest Centurion Club, Court of the Table (COT), and Top of the Table (TOT) qualifier in AIA Singapore history, with 7× MDRT achieved in a single year. I also hold the AWM Group record for the highest personal First Year Commission (FYC) in a calendar year.

I work with a diverse clientele including doctors, lawyers, principals, business owners, and CEOs, specialising in investment, retirement, and legacy planning through holistic financial planning, I help clients optimise limited resources, turn uncertainty into clarity, and gain the freedom to live with greater confidence and peace of mind while freeing up more time and money.