What are some of your career highlights so far?
Not sure about highlights, I get my satisfaction when I review clients’ portfolio and the portfolio is meeting/tracking client’s investment goals and objectives.
What do you like most about your job/industry?
It’s a privilege that clients trust me and share their personal and financial information with me.
What are your interests outside work?
Family. I keep up to date with what’s happening around my child: herself, schools, extra curriculums etc and latest parenting theories.
Make a prediction for 2023
All markets will move to T+0 settlement. Cloud base technology will apply to all areas in finance and investment. Big data will change how we work. Advisers will be able to access more data and tools to aid decision makings. Clients would have a better investment outcome and information transparency from their service providers.