Biography
With 10 years of experience in the financial services industry, I specialize in portfolio management and estate planning, helping clients grow, manage, and preserve their wealth across generations. I hold professional certifications including RFP and AEPP, along with a Bachelor of Commerce (Curtin), equipping me with the knowledge to provide strategic and well-rounded financial solutions.
Fluent in English, Mandarin, Cantonese, and Bahasa, I am dedicated to delivering personalized advice to clients from diverse backgrounds.
Outside of work, I enjoy exploring culinary experiences, spending quality time with my family, and engaging in meaningful interactions that broaden my perspectives and enrich my daily life.
Areas of Expertise
Years of Experience as advisor: 10 years
Portfolio Management
Estate Planning
What I do outside of work for fun
- Exploring culinary experiences
- Enjoys quality time with my family and interesting interactions.
Certifications & Memberships
- RFP
- AEPP
- B.Comm (Curtin)
