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Biography

With over a decade of experience in the financial services industry, Eugene is now focusing on building a high-performance team of financial advisors to deliver quality advisory to clients. He believes financial planning extends beyond merely products. A good advisor takes the time to truly understand a client’s life, aspirations and fears; and to then guide the client in achieving his or her life goals. Eugene’s approach to financial planning is rooted in simple yet effective strategies, like building an emergency cash fund using high-yield savings account, acquiring adequate protection without overpaying for premiums, saving for short-term expenses and investing for future retirement, etc. Prior to joining I-MAX Financial, Eugene was with a global leading bank where he specialized in commercial lending and risk management. He graduated with an ACCA qualification at the age of 20 and is a Registered Financial Planner (RFP) and a Human Resource Development Corp. (HRDC) certified trainer. In his free time, Eugene enjoys playing basketball with friends and spending quality time with his family.

Areas of Expertise

Years of Experience as advisor: 10 years++

Retirement Planning

Team Building & Leadership (Financial Advisors)

What I do outside of work for fun

  • Playing basketball
  • Spending quality time with family

Certifications & Memberships

  • ACCA (Association of Chartered Certified Accountants)
  • Registered Financial Planner (RFP)
  • HRDC Certified Trainer (Human Resource Development Corp.)
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