Caroline Tham Story

Asst Vice President | CFP | Bachelor of Business | Professional Certificate of Coaching

Positive and passionate, Caroline possess great coordination and interpersonal skills. With more than 20 years in the sales and financial industry, She take pride and pleasure in bridging connections with people across diverse culture, age group and profession. Giving back to society and empowering people to succeed and grow as individuals is paramount to her because, people, are the greatest investment.

Being an individual who pursues excellence and growth in life, She firmly believe in putting self beyond the comfort zone to seek new grounds for growth and learning opportunities.

Resourceful, dynamic and dedicated, Caroline and her team of millennial advisors believe in journeying with their clients in this ever changing financial climate to achieve financial freedom and thrive in life. To help curate the life that client want through focusing on their strengths, intuition and passions gaining confidence and building inner resilience.

Caroline’s Team

Daniel Lim

Financial Services Consultant | AFP | Diploma in Communication Design

Felicia Chia

Financial Services Consultant | AFP | Bachelor of Arts (Graphics Communication)

Benjamin Low

Financial Services Consultant | CFP, CPB | Bachelor of Commerce (Accounting and Finance)

 

Jack Tan

Financial Services Consultant | Associate Wealth Planner