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About Advisor
Having served in the financial service industry for more than a decade as a Financial Practitioner providing financial advice to mass affluent individuals and business owners, I have witnessed how good financial planning can change a person’s life.
As a Financial Advisor, I constantly seek ways to value-add to my clients by providing end-to-end financial planning and advisory services spanning the areas of Wealth Protection, Wealth Accumulation and Wealth Distribution. Leveraging a close network of business partners comprising mortgage loan planners and lawyers, I am able to offer my clients a comprehensive “one-stop shop” service in personal financial planning and wealth management. For clients who are also business owners, I am able to cater to their business insurance needs such as motor insurance and property insurance.
As the co-founder of PAG Advisors, I lead a group of like-minded Financial Advisors towards becoming the leading one-stop service provider delivering holistic and customized solutions to helping our clients attain their desired financial goals.
Achievement:
Year 2009
Company Achiever Club Award (Rookie Bronze)
MDRT Experience Qualifying member
Year 2010
Agency Top Financial Planner
Agency Top Accident & Health Financial Planner
Company Achiever Club Award (Bronze)
Year 2011
Company Achiever Club Award (Sliver)
Company 2nd runner up Accident and Health Financial Planner
Year 2012 – 2014
Company Achiever Club Award (Gold) Financial Planner
Company Achiever Club Award (Gold) Manager
Year 2015 – 2016
Company Club Award (Summit) Financial Planner
Company Club Award (Platinum) Manager
Company Quality Club (1st Runner-up) Manager
Company General Insurance Award (2nd Runner-up) Manager
Million Dollar Round Table (MDRT) Qualifying Member
Year 2017 – 2018
Company Club Award (Platinum) Financial Planner
Company Club Award (Platinum) Manager
Year 2020
Company Club Award (Million Dollar) Financial Planner
Million Dollar Round Table (MDRT) Qualifying Member