服务年限
4
语言
英文，华语，广东话，潮州，马来语
资格
Master of Business Administration, Degree in Financial Economics, Licence in Life Insurance, Estate Planner
工商管理硕士，经济金融学士，寿险，遗嘱与信托规划
工商管理硕士，经济金融学士，寿险，遗嘱与信托规划
成就
90 Days Jump Start, Final Dash Award
善用市场上的理财规划工具来协助我们达到理想的财务状况，让我们可以轻松且安心的过每一天。
概括
你自己的背景
我毕业于工商管理硕士以及经济金融学士，毕业后加入一家投资银行的投资部，一做就是10年。在一次的偶然机会中我了解到寿险规划并且得知它可以帮助很多家庭度过艰难的时期，也能轻松且安心的规划好退休生活，以及可以延续对家人的照顾。顿时我对寿险这个行业改观，经过深思熟虑后就决定转行投入寿险行业。
你这几年的感受
很感恩能够加入这个有爱，有责任感的大家庭。在我加入的这些年，我有很多机会不断去学习去提升自己，这些学习是我在学校里没有教的。同时，我也善用了我的学习替顾客做理财规划，协助了很多家庭转移财务上风险。
你可以给顾客带来什么价值
我希望借助我的知识可以善用寿险以及资产规划（遗嘱与信托）这些工具为更多人度过人生的艰难时刻，以及轻松的传承对心爱人的照顾。
我毕业于工商管理硕士以及经济金融学士，毕业后加入一家投资银行的投资部，一做就是10年。在一次的偶然机会中我了解到寿险规划并且得知它可以帮助很多家庭度过艰难的时期，也能轻松且安心的规划好退休生活，以及可以延续对家人的照顾。顿时我对寿险这个行业改观，经过深思熟虑后就决定转行投入寿险行业。
你这几年的感受
很感恩能够加入这个有爱，有责任感的大家庭。在我加入的这些年，我有很多机会不断去学习去提升自己，这些学习是我在学校里没有教的。同时，我也善用了我的学习替顾客做理财规划，协助了很多家庭转移财务上风险。
你可以给顾客带来什么价值
我希望借助我的知识可以善用寿险以及资产规划（遗嘱与信托）这些工具为更多人度过人生的艰难时刻，以及轻松的传承对心爱人的照顾。
Make good use of the financial planning tools on the market to help us achieve the desired financial goal, so that we can live with ease and peace of mind every day.
Summary
Your Own Background
I graduated with a Master of Business Administration and a Bachelor of Economics and Finance. After graduation, I joined the investment department of an investment bank for 10 years. By chance, I learned about life insurance planning and realised that it can help many families to survive in difficult times, plan for retirement life with ease and peace of mind, and continue to take care of family members. Immediately, my view towards the life insurance industry changed. After consideration, I decided to switch my career path to the life insurance industry.
How have you felt over the past few years
I am so grateful to be part of this loving and responsible family. During the years I've joined, I've had many opportunities to continually learn and improve myself, something I wasn't taught in school. At the same time, I also make good use of what I have learned to help my clients to do financial planning, helping many families transfer financial risks.
What value can you bring to customers
I hope that with my knowledge, I can make good use of financial planning tools such as life insurance and estate planning (wills and trusts) to help more people through difficult times in life, and to easily pass on the care of loved ones.
I graduated with a Master of Business Administration and a Bachelor of Economics and Finance. After graduation, I joined the investment department of an investment bank for 10 years. By chance, I learned about life insurance planning and realised that it can help many families to survive in difficult times, plan for retirement life with ease and peace of mind, and continue to take care of family members. Immediately, my view towards the life insurance industry changed. After consideration, I decided to switch my career path to the life insurance industry.
How have you felt over the past few years
I am so grateful to be part of this loving and responsible family. During the years I've joined, I've had many opportunities to continually learn and improve myself, something I wasn't taught in school. At the same time, I also make good use of what I have learned to help my clients to do financial planning, helping many families transfer financial risks.
What value can you bring to customers
I hope that with my knowledge, I can make good use of financial planning tools such as life insurance and estate planning (wills and trusts) to help more people through difficult times in life, and to easily pass on the care of loved ones.
