Singapore
Financial Advisor | Investment & Insurance Specialist | Business Consultant As a Financial Advisor at Singlife, I combine my expertise in investment and insurance with a strong foundation in business consulting to provide holistic financial solutions. I work closely with both individuals and business owners to craft tailored strategies that grow wealth, protect assets, and ensure long-term financial stability. With a background as a Business Consultant, I bring a deep understanding of business operations and financial structures thus allowing me to offer value-added services such as corporate protection, keyman insurance, succession planning, and cash flow optimization for SMEs and entrepreneurs. My earlier experience includes five years in the Singapore Navy, where I developed the strategic thinking, discipline, and leadership skills that continue to guide my client-first approach today. Wealth Manager representing Singlife Financial Advisers Singlifefa.com/fa-disclaimer
Key Responsibilities: • Deliver bespoke financial planning solutions for individuals, families, and business owners. • Develop tailored wealth accumulation, protection, retirement, and legacy strategies. • Conduct comprehensive financial reviews to identify opportunities and address financial gaps. • Provide ongoing portfolio reviews and strategic advice to keep financial plans aligned with evolving goals. • Build long-term client relationships through trusted, personalised financial advisory services.
Key Responsibilities: • Empower clients with holistic financial planning across insurance, investments, and risk management profiling • Guide retirees in building sustainable income streams and protecting their legacy • Partner with business owners to create bespoke solutions that safeguard businesses and support long-term growth • Conduct regular portfolio reviews to ensure financial strategies remain aligned with clients’ goals and risk appetite
Top Submission Award – 2022 Recognized for achieving the highest case count closed in 2022. Key responsibilities include: • Delivering tailored SME financing solutions aligned with business objectives • Evaluating company financial documents to structure effective funding strategies • Specializing in SME banking facilities to support sustainable growth • Performing lead generation and conversion to expand client base • Conducting telemarketing to identify opportunities and strengthen client engagement
Command and Control Specialist – Republic of Singapore Navy (ME1-2) • Completed Basic Coxswain Course (2019) and appointed to lead the Fast Craft Department of RSS Endeavour • Placed in-charge of the Fast Craft Specialist department and lead a team consisting of NSFs and Regulars • Developed the ability to make rapid, high-stakes decisions under pressure, preparing for operational and wartime scenarios • Built a strong technical foundation in naval warfare radar systems to support mission readiness • Collaborated closely with the Principal Warfare Officer (PWO) and Commanding Officer (CO) to execute operational objectives
Human Resources Specialist Intern • Assisted in payroll processing, ensuring accuracy and timely submission • Coordinated employee training sessions, including scheduling and logistics • Supported day-to-day HR operations and maintained organized employee records