Wealth Advisory Director
CurrentIndependent Financial Advisor RepresentativeEstablishment of process that encapsulates best practices in Financial Planning.Mentor & Coach to Financial Services Industry AspirantsSpeaker:Government Schemes & Cashflow Creation: "Careshield Life, Carefree Life" (Adults 30 up)Family Wealth Management: "Honey Where's Our Money?" (Young Adults, Working Adults & Family Units)Retirement Planning: "Many Streams To Being Financially Free" (All Age Groups)Portfolio Reviewing: "Making Sense of Financial Solutions" (All Age Groups)Recognition:2016: Recipient of the FA Merit Award2017 to 2020: Recipient of the FA Eminence Award (Top 5% Companywide)2021: Recipient of the FA Eminence Star Award (Top 3% Companywide)MDRT & MDRT Mentorship:MDRT Qualifier and Mentor since 2017 (Top 5% of Global Advisers)Court of The Table Qualifier since 2020 (Top 3% of Global Advisers)