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An individual driven by strong beliefs that, at whichever stage of life my clients are, I will guide their financial planning journey with the 3Cs:
With a strong background in paraplanning, I have had the privilege of supporting both expatriate and local financial advisors in Singapore, assisting serve a diverse clientele of both foreigners and Singaporeans, and held the positions as:
These roles have equipped me with a comprehensive understanding of wealth management, allowing me to provide a more comprehensive financial advice tailored to clients’ long-term goals.