I am a Licensed Financial Planner attached with Wealth Vantage Advisory. As an accounting graduate, my dual certification helps me serve my multi-cultural clients better.With the technical skills & knowledge on various solutions on hand, I can differentiate my positioning and role to the client. Besides that, I do communicate well with clients during the fact-finding process and diagnose their issue. Each proposal comes along with comparison, justification & the relevant impact to the client’s financial goal.My approach is always to act on the client’s interest first and it has been embedded in my diagnosis & solutions which is the root cause of the issue to be solved for the benefit of a client.
