About Phylise

Qualifications:  B.A. (Economics & Management)  CERTIFIED FINANCIAL PLANNERcm  ASSOCIATE ESTATE PLANNING PRACTITIONER (AEPP)

I have been a Financial Advisor with AXA Life Insurance Singapore Pte Ltd (Alliance Organisation) since 2002, servicing more than 300 professionals, executives, business owners and high net-worth clients.

My systematic approach in financial planning has made planning a simple and easy process for my clients, which has won me many referrals. Recently, one of my referrals linked me up as an adviser for the Singapore start-up finalist e-magazine, www.theAsianParent.com. This tie-up, through which I answer readers' enquiries on related matters on a regular basis, puts me closer to the public who would like to have a deeper understanding of what financial planning entails.

With the strong support from valued clients like yourself, I have qualified as a member of the prestigious Million Dollar Round Table. Hereby, I would like to express my utmost appreciation to all of you who have supported me in one way or another and who have made my achievement possible.

On the personal front, even though my work schedule takes up most of my time, I believe it is essential to exercise regularly as it helps me to relax too. My leisure pursuits are jogging and reading. Also, I enjoy doing volunteer work, and I am really happy that my family is involved in these activities with me.