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Buy NowAs a Financial Advisory Manager with Financial Alliance, I engage with individuals from all walks of life, from residents to business owners. By empowering them with specialised financial knowledge, I help them take ownership of their financial decisions.
My approach to managing clients’ portfolios is deeply client-centric. I focus on wealth accumulation through investments and endowment tools, always incorporating client feedback to ensure their financial goals are met.
In addition to offering professional financial advice, I conduct training sessions, company briefings, recruitment campaigns, and various sales drives. I was also a guest speaker for AXA Life at their 2016 annual conference.