About Me
I am a Financial Advisory Director at Avallis, leading strategic branding, adviser development, and the growth of a values‑driven advisory team. I began my career as a representative, building my foundation client by client. Today, while I continue to steward long‑standing client relationships, my core focus is developing advisers and managers who believe in purposeful, client‑centric financial planning.
My advisory work spans mass‑affluent to high‑net‑worth clients, with deep expertise in estate planning and long‑term stewardship. Over the years, I’ve also gained significant experience serving overseas and cross‑border clients, navigating multi‑jurisdictional complexities with clarity and intention.
As a leader, I am committed to empowering advisers to build meaningful, self‑directed careers. I believe in independence, autonomy of time, structured mentorship, and targeted training that equips every adviser for sustainable success. My mission is to cultivate a high‑performance culture grounded in integrity, ownership, and genuine care for clients.
MAS Rep: OCW100031865
Professional Languages: English | Mandarin
Bachelor in Mechanical Engineering, NUS, 2003
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Whether you have a question about your existing investments, want a second opinion on a policy, or are ready to start planning for your future, a short note is enough to start.