Macro-informed advisory designed to preserve, grow, and transfer private wealth across generations.

My background comes from working as a trading representative in global capital markets. That experience taught me how risk and liquidity behave under stress, which directly shapes how I help clients safeguard their assets today.

​When I am away from the markets, I spend time with my family and play chess. If you are navigating a business transition or simply want a quiet second opinion on your current portfolio, my door is always open for a conversation.

Institute of Banking and Finance (IBF)

• IBF Qualified - Asset Management (Product Solutioning & Management)

• IBF Qualified - Financial Planning (Personal)

National University of Singapore (NUS) Business School

• Financial Statement Analysis

Chartered Institute of Securities & Investment (CISI) 

• International Investment Management

• Operational Risk

Kaplan Higher Education Academy

• CFA Level 1 Preparatory Programme

• Professional Diploma in Banking, Securities & Investment Management

Singapore University of Social Sciences

• Bachelor of Science (B.Sc.) in Psychology

Capital Markets and Financial Advisory Services

• Module 1A - ​Rules & Regulations for Dealing in Securities

• ​Module 2A - ​Rules & Regulations for Trading in Futures Contracts

• Module 6 - ​Securities Products & Analysis

• Module 6A - ​Securities & Futures Product Knowledge

Singapore College of Insurance

• M5 - Rules & Regulations for Financial Advisory Services

• M8 - Collective Investment Schemes

• M8A - Collective Investment Schemes II

• M9 - Life Insurance and Investment-Linked Policies

• M9A - Life Insurance and Investment-Linked Policies II

• HI - Health Insurance

IFPAS

• Private Wealth & Family Office: Environment, Trends and Client Focus

Coursera

• Google - AI Certification