From Accountant to Financial Consultant

 
fion formal picture.jpeg

Fion Lee Pei Zhen

(RNF No. LPZ200095087)

I started out in GE 9 years ago with the intention of making a change to my working environment. During my time as an accountant, work was mundane and progression was limited. I took the leap of faith in the year 2012 and have never turned back since then. 

 

I believe that every individual’s life and economic situation is unique and hence I want to be a part of your financial journey to make the best decisions with your money. 

 

Coming from an accounting background has gained me an edge in terms of analysing clients’ financial portfolios and therefore able to give appropriate advice for their financial planning. 

 

My attention to details and willingness to go the extra mile is how I build long-term relationships with my clientele, acquired mainly through cold calls, roadshows and referrals. 

 

I believe that as long as you do the right things and do things right, results will follow." 

 

 

Accolades: 

  • MDRT Qualifier 2020, 2021, 2022

  • IDA 2020

  • GEL Achievers Convention/Awards - New York (Voyager) 

  • Prestige Partners 2020 

  • Chartered Financial Consultant (ChFC®️/S)