How I started out and progressed in my financial career.

Vincent has 20 years has of experience in the financial industry, in advising investors, business owners and High Net Worth Individuals. He specialised on corporate risk advisory, business succession planning, retirement and estate planning. overall productivity and effectiveness of the Vincent is frequently invited to speak at investment talks. He has also lectured in local polytechnics and universities on financial professional practice and ethics as well as, lectured for CFP Module 5 - Retirement Planning. He is also a Certified Financial Planner, Chartered Financial Consultant and Chartered Life Underwriter.

Vincent although a veteran, he believes in continuous learning and IT innovation. He leads in design and development for Financial Planning Tools, as well as Professional Investment Tools for the Financial Professionals.

With his vast training and IT experiences, he is able to provide leading edge support to his team of managers and planners catering to their individual business needs.

With the breakthrough in technology, he is able to shorten their learning curve with systematic approaches and processes, thus helping them to achieve early and sustainable success.

Not only are there TOT, COT and MDRT in his team, many of them are also CFP, ChFC, CLU, AFP, AWP and AFC.