After working for versatile industries, I have decided to pursue financial services as a long-life career. I believe we need to have professional versatility skills to counsel clients on investments opportunities that is consistent with the latter’s needs, goals, and tolerance risk in order to provide client’s full financial planning services which includes personal finance, income protection, savings, lump sum investment, property management, property purchase and etc. On a personal note, I’m passionate about making a difference in my client’s financial portfolio. I’m also a people person. I enjoy meeting new people and most importantly my goal is to serve all my clients to the best level I can be.
Completed 3 exams MII – included general insurance, investment link insurance, life insurance.
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