MAS Rep No. GKS100045554
Financial Advisory Director, Financial Services Group
- Holistic Financial Planning
- Helping mid-career professionals craft a new career in the financial advisory industry
- In the financial industry since 1995
- Broad experience from being a Commission-based Agent to a Fee-based adviser, and from being a Subject Matter Expert (SME) in Financial Planning in an IT company to being a Principal Officer in Singapore’s first IFA in 1999.
- Have contributed many articles to the Straits Times, Business Times, The Edge, LianHeZaoBao & appeared in Li Cai You Fang (the Chinese version of Money Tree) in Channel U.
- Currently heads an advisory team together with Jeffrey Woon in J & J Advisory Group.
Financial Alliance Quality Class (Prestige Class)
Financial Alliance Quality Class (Merit Class)
SG50 Special Recognition Award
- Bachelor of Engineering (Civil Engineering), NTU
- Chartered Financial Consultant, ChFC®
- Certified Financial Planner, CFP®
- Diploma in Life Insurance
- Diploma in Training