JEFFREY LIM 

Thank you for entrusting your financial planning needs to me and I will continue to commit my very best effort to refine your financial goals according to your life plan.

ABOUT ME

I have been working in Vision Advisory for the past 5 years and what stands out for me the most is the professional but yet family-like culture in this company. This was what struck me as a very unique workplace to be in.

Previously from a Tied agency background, I felt pretty constrained by the lack of innovative platforms and solutions to cater to my clients needs. I wanted to find out if I could customize and combine different products to suit my clients, and that’s when I came across Vision Advisory. It is the best career move that I have made as a Financial Advisor. It is a place where I can grow because of the amazing support system that came from agency leaders and the different platforms. My achievements is a testament of my growth : I was able to make my breakthrough as a Court of Table in my 3rd year & Top of the Table in my 5th year.

I believe that this career is a continuous learning journey, and I will continue to strive for excellence as long as I’m working with the best team. I’m looking forward to growing with my clients and my fellow VA consultants in the upcoming year ahead! Feel free to talk to me if you want to find out more about this unique career experience!

AWARDS & ACHIEVEMENTS

Top of the Table Qualifier - MDRT

Top FSC of the year (Overall Revenue Credit)

Top FSC of the year (Wealth Management)

Top FSC of the year (Revenue Credit)

Top FSC of the year (Overall Partners Distribution Award Insurance)

Top FSC of the year (Partners Distribution Award – Individual IFAST)

Titans Club 4 Star Qualification

 

Top FSC of the year (Overall Partners Distribution Award Insurance)

Top FSC of the year (Partners Distribution Award – Individual IFAST)

Titans Club 4 Star Qualification