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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
Andrew Views Financial Planning Differently