Experience

Planner Bee

• Singapore
• Financial Services
• 1 - 100 Employee

• Co-Founder

  • Mar 2020 - 3 years 10 months

  Singapore



AXA

• Italy
• Glass, Ceramics and Concrete Manufacturing
• 1 - 100 Employee

• Associate Manager

  • Jun 2010 - 2022

  Singapore 2010 - 2011: Financial Planner 2011 - 2012: Senior Financial Planner 2012 - 2014: Executive Financial Planner 2014 - 2015: Senior Executive Financial Planner 2015 - Present: Associate Manager ACHIEVEMENTS • Lifetime Million Dollar Round Table Member Million Dollar Round Table (MDRT) Qualifier: 2012 – 2022 • AXA Signature 2017 - 2021 – An award to recognise elite financial advisors with the highest standard of professionalism, compassion and care for… Show more 2010 - 2011: Financial Planner 2011 - 2012: Senior Financial Planner 2012 - 2014: Executive Financial Planner 2014 - 2015: Senior Executive Financial Planner 2015 - Present: Associate Manager ACHIEVEMENTS • Lifetime Million Dollar Round Table Member Million Dollar Round Table (MDRT) Qualifier: 2012 – 2022 • AXA Signature 2017 - 2021 – An award to recognise elite financial advisors with the highest standard of professionalism, compassion and care for customers • Qualifier of AXA International Sales Convention 2011-2022 • Top Financial Planner – 2016 2nd Runner Up • International Sales Convention Elite Sun City 2014 & Cappadocia 2015. • 40 Clients Builder Club, 2011 Show less



Excelsa Group

• Insurance

• Director

  • Mar 2016 - Dec 2021

  Singapore Established in 2016, Excelsa Group is a team of specialists who are committed to providing you with the best quotes for your unique insurance needs. We understand how the market and its mix of services can be confusing for many, thus we endeavour to demystify your journey to provide you with the highest insurance coverage at the most competitive price. We are equipped with a breadth of experience across customer profiles ranging from the individual, to the entrepreneur and even… Show more Established in 2016, Excelsa Group is a team of specialists who are committed to providing you with the best quotes for your unique insurance needs. We understand how the market and its mix of services can be confusing for many, thus we endeavour to demystify your journey to provide you with the highest insurance coverage at the most competitive price. We are equipped with a breadth of experience across customer profiles ranging from the individual, to the entrepreneur and even companies. Our products Include: - Employee Benefits Insurance - Personal Accident Insurance - Professional Indemnity - Public Liability - Motor Insurance - Travel Insurance - Commercial Insurance For more information, please visit: http://www.excelsagroup.com.sg Show less