Zhanyi is a Financial Services professional with 9 years of experience. He started his career as an external auditor with KPMG Singapore in Oct 2009 specialising in financial, process and compliance audits for banks such as Maybank, ANZ Bank and etc. He later advanced in his career as Assistant Vice President with DBS Bank Limited and Associate Director for Bank Julius Baer & Co. Ltd. where he was able to deepen his understanding of clients ranging from Mass Market, Mass Affluent to High Net Worth Individuals (including Accredited Investors).

The million dollar question is why the switch?

Zhanyi is an avid fan of financial planning who started as early as 21 years old even though he was still an undergraduate. He would work part time during school vacations to fund for his savings and insurance plans. Albeit the coverage was small, it was something to him and his family.

Upon graduating, he updates his insurance and investment portfolio on an annual basis and also on an ad-hoc basis whenever he got a promotion or pay increment at work.

Soon after, he realised that it spark a lot of joy in him whenever his friends and family heeded his advice to embark on their financial planning journey.

So here he is, embarking on a career to professionally advise everyone on their financial planning needs and walk the journey with them and their family.

Find out more on what others have to say about Zhanyi under his Wall of Trust. Zhanyi can't wait to embark on a fruitful financial planning journey with you and your family.