Biography
With 32 years of experience in the financial services industry, I specialize in holistic financial planning and portfolio management, helping clients build, manage, and preserve their wealth through comprehensive and tailored strategies.
I hold a B.Sc. (Econs) (Hons) and professional credentials including MDRT and RFP, and I am an active member of MFPC, FIMM, and UTC. These qualifications reflect my commitment to maintaining high standards of professionalism and delivering trusted financial advice.
Fluent in English, Malay, and Tamil, I provide personalized guidance to clients from diverse backgrounds.
Outside of work, I am actively involved in charity and religious activities, which reflect my values of giving back to the community and maintaining a meaningful and balanced life.
Areas of Expertise
Years of Experience as advisor: 32 years
Holistic financial planning
Portfolio Management
What I do outside of work for fun
- Charity
- Religious
Certifications & Memberships
- B.SC (ECONS) HONS
- MDRT
- RFP
- MFPC
- FIMM
- UTC
