My Philosophy
About Me
I have always been interested in the financial markets and I am always excited to meet new people, and as such I figured out that being a financial planner could be my ideal career. Hence in 2001, I decided not to renew my contract with SAF as an Army Officer and became a Financial Planner with Manulife.
Since then, I have been helping people in the areas of risk management, financial analysis, retirement planning, education planning, estate planning, investment planning and general insurance.
I hold a Bachelor of Sciences (Marketing) from the University College of Dublin and am currently an AWPTM conferred by the Financial Planning Association of Singapore (FPAS). With this professional designation, my client can count on me to advise them on an even wider spectrum of financial services with greater competency & professional dedication.
Philosophy
I believe that my job as a financial planner is to simplify complex issues in financial planning so that my client can see the “big picture” when making financial decisions, and thus providing them with a sense of security and peace of mind that they were on their way to meeting their financial goals and commitments.