Being raised in a financially-challenged family background made me extremely determined to get out of the ‘Moonlight Clan’. Ever since secondary school, I knew which route I wanted to pursue - banking and finance industry.

 

From then, I obtained a Diploma in Banking and Financial Services along with a Degree in Business specialising in Banking and Finance (Minor in Wealth Management). I was widely exposed to various positions in different departments with a bank and eventually decided to excel with William Tan Organisation (WTO).

 

WTO has not only provided me with greater enlightenment towards Financial Planning, but also a solid foundation developed from the unwavering mentorship and guidance from Boss, mentors and seniors. I am confident that I can value add my clients with the necessary financial services and tools they require, not to mention, enjoying genuine and meaningful conversations.

 

A phrase that my mentor had instilled in me - ‘Trust the process.’  Whilst holding onto this faith, I am humbled to be able to make an impact in the lives of all my clients.