Passionate about the dynamic world of financial services, I have dedicated my career to helping individuals and businesses achieve financial security and prosperity. Since 2017, the financial services industry has captured my attention, driving my pursuit of knowledge and expertise in this field.
🎓 CFP® designation achieved with distinction | Member of FPI
đź“š Postgraduate Diploma in Financial Planning with Distinction (UFS)
âś…Regulatory Exams Passed: RE1 and RE5
đź’Ľ Specializing in Estate Planning, Local & Offshore Investments, Group Risk & Investments, Short Term Insurance, and Trust Administration.
🏢 Skilled in staff management and ensuring compliance within our organization.
