Associate Director of Sales, Financial Services

• Feb 2023 - Present

Financial Services Consultant

• Nov 2019 - Mar 2023

At Manulife Financial Advisers, we are committed to putting our clients’ needs first.Our clients will enjoy access to a wide range of solutions from Manulife as well as other trusted partners to meet their insurance, investment and retirement needs.Backed by Manulife Singapore, a leading Canadian-based financial services group with principal operations in Asia, Canada and the United States, we are well-positioned to offer distinctive advantages with the flexibility of a financial advisory firm, as well as the strong governance and financial backing of an international financial services group.Based in Singapore, Manulife Financial Advisers is licensed and regulated by the Monetary Authority of Singapore (MAS).As one of the most dynamic financial advisory firms in Singapore, we have grown from a united team of 200 in 2015 to a current 1400-strong team. Our vision is to be the most professional financial advisory firm in Singapore and the region, with financial services consultants that place their clients’ needs at the centre of everything they do.Driven by a mission to provide professional advice and customised financial solutions, we focus on placing our clients' needs and interests first. We strive to become the most trusted and reputable financial advisory firm in Singapore, recognised for our quality advice and service which will enable us to enrich the lives of many in years to come. Show less

Relationship Director

• Nov 2019 - Present

Inspired by an extraordinary vision and created in December 2000, Summit Planners is an avant-garde organisation that works in conjunction with professionals and institutions to provide clients with business and financial solutions. At Summit Planners, we strive to provide our clients with customised solutions from our suite of services to match not only the size of their organisation, but also their ambitions. From sole proprietorships to corporations, and from individuals to families, their trust in our services and our partners have enabled us to grow from strength to strength. We know what it is like to pursue a dream. For a dream to have a chance to come true, one needs a Plan. At Summit Planners, one can count on us to help achieve those goals in life, and plan the route towards the summit. Show less

Prudential Financial Consultant

• Mar 2015 - Nov 2019

Always Listening. Always Understanding. Financial & Insurance Planning. Always Listening. Always Understanding. Financial & Insurance Planning.