I graduated with a Finance degree from the University of Hertfordshire in 2008, just as the world was facing a financial crisis. I began my career with a British Independent Financial Advisory company, serving high-net-worth expatriates based in Kuala Lumpur, Malaysia, as a Portfolio Analyst. Despite challenging market conditions and double-digit portfolio losses, I managed to double assets under management by building strong client relationships and gaining their trust. Within two years, I was entrusted with managing assets of over £50 million on a discretionary basis, consistently delivering returns across different market cycles.

In 2016, I completed a Certificate in Investment Management from the Chartered Institute for Securities & Investment (CISI) in the UK and relocated to Singapore. There, I managed assets for high-net-worth expatriate clients, gaining extensive knowledge of regulatory standards and best practices under the Monetary Authority of Singapore. This experience further solidified my credibility and trustworthiness with clients. As the world grappled with the pandemic in 2020, I recognised the lack of financial planning among Malaysian households and businesses. I decided to pivot my focus to the domestic market, working towards my Registered Financial Planner (RFP) certification from the Malaysian Financial Planning Council (MFPC). During this time, I joined the Elite programme at AIA to deepen my understanding of the financial products available in Malaysia, eventually graduating as an AIA Elite Pro after 18 months.

To offer clients unbiased advice, I joined Blueprint Planning, which has since been acquired by Melbourne Capital Group Sdn Bhd. My journey has been driven by a desire to educate businesses and families on the importance of financial planning, and my 15 years of hands-on experience with complex investment and financial products underpin the high level of service I provide.

Outside of work, I am actively involved with the grassroots football club “Harimau Muda Klang.” Through the club, I connect with people from all walks of life while helping young players develop their football skills. The club, which trains both boys and girls aged 6 to 16, participates in local leagues, friendly matches, and holds weekly training sessions. Our goal is to foster teamwork and make football accessible to everyone in the community. With volunteer coaches and a nominal fee to cover field rental, we aim to keep kids engaged in sports.