Senior Financial Services Manager
For a secure and planned future.
Get simplicity for a complicated life.
Wealth Prestige
Bachelor of Business (Economics and Finance)
Million Dollar Round Table (MDRT)
Court of the Table (COT)
國際龍獎 International Dragon Award (IDA)
Associate Estate Planning Practitioner (AEPP®)
Associate REIT Investment Advisor (ARIA)
Master Fund Advisor (MFA)
Wealth Management for Wealthy Clients
Certificated in Advising Small and Family-Owned Businesses.
Stanley brings a wealth of experience to his role as a seasoned financial advisor, having spent years honing his expertise in the industry. Holding a Bachelor’s degree in Business with a focus on Economics and Finance, his academic foundation is as strong as his practical acumen.
Throughout his professional journey, Stanley has showcased remarkable proficiency in analysing and managing financial portfolios for clients spanning various backgrounds.
Remarkably, within just six months, he achieved the esteemed accolades of 3x Million Dollar Round Table (MDRT), Court of the Table (COT), and International Dragon Award (IDA) in the insurance industry. This recognition solidifies his position as one of the industry’s foremost producers, underscoring his outreach and remarkable effectiveness.
Aside from servicing his HNW clients, he is now building and scaling his team of MDRT advisors to serve high-net-worth clients using his expertise.
In conclusion, Stanley stands as a dedicated and knowledgeable financial advisor who is steadfast in his commitment to assisting clients in attaining financial freedom and security.
During his leisure time, Stanley finds solace in activities like golfing and archery, which not only serve as a source of rejuvenation but also help him strike a harmonious balance between work and personal life. In addition, he is deeply engaged in volunteer and community initiatives, showcasing his strong dedication to contributing positively to society.
