Experience

Synergy Financial Advisers Ltd

• Singapore
• Financial Services
• 200 - 300 Employee

• Associate Director

  • 2019 - Present

  Providing Estate Planning work to individuals and couples, consolidate your list of assets with legal advice in preparation for wealth distribution. Funnel-Based Estate Planning ensures that you safeguard your assets as they pass from your ownership to your desired inheritors, avoiding conflicts. Providing Estate Planning work to individuals and couples, consolidate your list of assets with legal advice in preparation for wealth distribution. Funnel-Based Estate Planning ensures that you safeguard your assets as they pass from your ownership to your desired inheritors, avoiding conflicts.



Wealth Destined Singapore

• Singapore

• Principal Consultant

  • Jan 2015 - Present

  Empower individuals and corporate employees on financial literacy modules and understanding the foundations of financial instruments. Fee-based financial portfolio planning for savvy investors who prefer to D.I.Y their portfolio. www.wealthdestined.com Ig @wealthdestined Empower individuals and corporate employees on financial literacy modules and understanding the foundations of financial instruments. Fee-based financial portfolio planning for savvy investors who prefer to D.I.Y their portfolio. www.wealthdestined.com Ig @wealthdestined



finexis advisory Pte Ltd

• Singapore
• Financial Services
• 500 - 600 Employee

• Executive Financial Consultant

  • 2006 - 2019

  financial consultant assisting professionals ease their financial planning matters, understanding the purpose of life & work and, providing independent strategies to work towards their dreams Million Dollar Round Table (MDRT) 2010, 2011, 2012, 2013 - a qualified member who serves his clients by exemplary performance and the highest standards of ethics, knowledge, client servicing and productivity. financial consultant assisting professionals ease their financial planning matters, understanding the purpose of life & work and, providing independent strategies to work towards their dreams Million Dollar Round Table (MDRT) 2010, 2011, 2012, 2013 - a qualified member who serves his clients by exemplary performance and the highest standards of ethics, knowledge, client servicing and productivity.



BNI Global

• United States
• Business Consulting and Services
• 700 & Above Employee

• President

  • Oct 2016 - Sep 2017

  Leading and building a chapter of business owners/ entrepreneurs of a business referral and collaboration network group. BNI Omega was established in 2014 with the philosophy of giver's gain and helping one another towards business success. Adopting the Lego principle: every piece of lego block comes in its unique shape, size, colour, length, and function. Individually, it doesn't serve any purpose. But when connected with different pieces, it builds different object. Likewise, every entreprenuer possesses different personality, talent, trade, network, skill and strength. Individually, you can't do much. Only through connections with others and building quality relationship will there be unlimited business opportunities and collaboration. Amazing stories will be heard. I aspires to be the influence of a story building chapter. Show less

• Vice President & Founding member

  • Jul 2014 - Sep 2016

  BNI is the largest business networking organization in the world. It builds on a simple philosophy of “Givers Gain”: by giving businesses to others, you will get business in return. BNI helps business owners/ entrepreneurs increase their network exposure and business through a structured, positive and professional “word of mouth” program that enables them to develop long term, meaningful relationships with quality business professionals.One of the largest eastern region chapters in Singapore, Omega was established by a group of 25 founding business professionals in 2014. The chapter believes in building a community where we work for each other through understanding each other’s business and giving business referrals. “O” represents our continual practice of the givers gain philosophy, where what goes out will come back to us.As a chapter Vice-President, I work closely with the chapter President in building a strong and healthy chapter. Together with the Chapter Membership and Mentorship committee, we analyze and evaluate chapter member’s businesses and results. By taking care of every member’s well being, I ensure that all members benefit from their stay in Omega chapter and they play to win! Show less