Teresa’s Story
Vice President, Financial Services | CFP, CA(S), AEPP | Bachelor of Accountancy
Trained as a Chartered Accountant and with more than 10 years’ experience in a corporate MNC environment in both external & regional auditing, and strategic business controlling, Teresa embarked on her financial and estate planning business with a vision to build a team that can empower individual, families and business owners to make sound financial planning decisions to live well and to leave well to ensure that their legacy lives on.
As a Certified Financial Planner and Associate Estate Planner Practioner, Teresa is well equipped with the necessary skills set and experience to assist her clientele fulfill and secure their financial dreams.
She is also building her own team of like-minded, self-motivated, and passionate Consultants to further reach out to a greater audience and to achieve business success and professional excellence.
Teresa’s Team
Viviene Leaw
Associate Director of Sales | AFP
Joanne Chua
Associate Director of Sales | AFP | Bachelor of Fine Arts
Daniel Lee
Financial Services Consultant | Diploma in Tesol
Nicole Lee
Financial Services Consultant | AWP, AEPP | Bachelor of Arts (Psychology)
Genevieve Tan
Financial Services Consultant | AFP | Bachelor of Science (Banking & Finance)
Jammie Wee
Financial Services Consultant | AEPP | Bachelor of Business Administration (Finance)
Gracy Anne
Financial Services Consultant | Diploma in Early Childhood Education
Ruth Cheok
Financial Services Consultant | AKP | Bachelor of Science (Social Work)
Petrina Tjioe
Financial Services Consultant | Master of Commerce (Finance with Accounting)