I am very thankful to be able to meet and serve many wonderful clients from all walks of life who have entrusted me to do financial planning for them, their family and close friends. And I will continue to commit my very best effort to refine your financial goals according to your life plan. Thank you!
Prior to joining Vision Advisory, I have spent 10 years with OCBC. I took on the roles of Personal Financial Consultant, Relationship Manager, Sales Manager, Premier Relationship Manager. I was fortunate and grateful to be given great opportunities and guidance by my OCBC leaders who have nurtured and help me along the way to make me a stronger person. Strong client support and having great passion in this career kept me going for so long and I am truly grateful to every single client who have given me the opportunity to do financial planning for them. Many of them now became my friends. I have done relatively well over the years and making it to the Achievers stage and qualifying for incentive trips on numerous occasions.
In Dec 2017, I took a leap of faith to join Vision Advisory as a Financial Planner. I worked hard in my first full production year in 2018 and I have qualified for all the International Conferences. My personal highlight in 2018 was being able to qualify for my first MDRT in 8 months. This will not be possible without the strong support of my clients who have trusted me.
Under the strong and dynamic leadership of Founder Mr Tony Cheng and his Senior Management Team, Vision Advisory had grown to become a leading financial advisory management organisation in the financial industry. I really enjoy the working culture at Vision Advisory, structured learning sessions, regular market updates and investment seminars for clients are happening throughout the year. Monthly bonding activities kept the working relationship strong for each other. Leadership programmes are also available to groom potential Financial Planners to become future leaders. I look forward to having many good years ahead with Vision Advisory, and if you would want to be part of this big family as well, contact me today.