I graduated from Tunku Abdul Rahman University of Management and Technology with an Honours degree in Finance and Investment. I completed the Certified Financial Planner program in 2020 and is currently an investment consultant at Phillip Securities, focusing on providing personalized financial planning services to retail clients to help them strategically achieve their financial goals.
MY PROFESSIONAL SERVICES
Unit Trust
Also known as Mutual Funds, provides investors access to qualified professionals to help them manage their money
Life Insurance
Protect yourself while being able to provide a sum of money when the policy matures
Managed Account Services
Individually managed investment portfolios that are beneficially owned by the individual investor and managed on a discretionary basis
Other Specialties
SMART Park
An excess funds facility that manages your idle cash into money market fund to help you maximise your investment opportunities
SMART Portfolio
Simplify your investing experience with our robo-advisory that matches a best-fit portfolio based on your online risk analysis
MY ACHIEVEMENTS
Qualified for 2023 Sales Convention Trip to Jeju (2023)
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PROMOTIONS
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