Kelvin Wang

Financial Services Director

MAS Rep No: WCC200136241

Languages: English, Mandarin

Industry Experience: 22 years

ABOUT ME

Since joining the financial services industry in 2002, Kelvin has gained a wide range of knowledge, experience and skills set in the financial services industry as well as other related industry. He is a veteran producer having qualified for the prestigious Million Dollar Round Table (MDRT) year on year. In 2017, he is accorded the MDRT Qualifying and Life Membership. In 2023, he is accorded Top of the Table (TOT) MDRT Membership - an internationally recognized mark of excellence reserved for the most successful in the financial services industry. He is currently both a MDRT Qualifying and Life Member. Kelvin holds a Master Degree of Financial Planning from the University of Southern Queensland (USQ). He is an Associate Financial Planner (AFP) as well as an Associate Estate Planning Practitioner (AEPP). Kelvin is constantly upgrading himself academically to ensure that he provides the most up-to-date financial solutions for his clients

MY PROFESSIONAL SERVICES

MY ACHIEVEMENTS

  • Ranked 17th overall performer AIA Singapore
    (2008)
  • AIA Premier Agent (Platinum)
    (2008)
  • AIA Executive Financial Services Consultant
    (2007-2013)
  • AIA Centurion Club Member
    (2007-2013)
  • AIA Premier Agent (Gold)
    (2006-2007, 2009)
  • MDRT Life and Qualifying Member
    (2006-2013, 2016-2021)
  • AIA Premier Agent (Silver)
    (2005, 2010-2012)
  • AIA Million Dollar Club Member
    (2003-2006)

GET IN TOUCH

TESTIMONIALS

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