I holds a Bachelor of Business (Banking and Finance) degree from Monash University and has also passed the CFPCM Exam in year 2001. Currently, I am one of the dual licenced Wealth Management Consultant with Phillip Securities Pte Ltd. I was formerly with a private clients and institutional equity sales team at UOB KayHian. I helped in corporate funding raising like rights issue distribution etc. I do own research and companies visits too. I was formerly also a member of the certificate committee of Financial Planning Association of Singapore (FPAS). FPAS administers the CFPCM course. CFPCM is a professional course designed for financial planning practitioner.
Currently, I provide multiple financial services to my clients. I provide securities, ETFs, CFDs & unit trusts related investment advice to my clients. I help to select and pick investment products for my clients. At the same time, I also assist clients in managing their risks and source for the best insurance companies and products to transfer their risks at the lowest cost. I educate my clients on many financial products so that they can make informed decisions for themselves. Prior to current role, I was an Associate Manager with Phillip Securities Pte Ltd. I led and managed a financial advisory unit in the company. I have more than 22 years of experience in the finance industry.