Leo is a financial expert with comprehensive experience and diverse exposure. He started his career as an external auditor with a Big Four accounting firm and spent seven years in public practice and professional services. He also accumulated over five years of commercial experience with large MNCs and covered various functions including financial analysis and management, enterprise risk management, and internal audit and compliance.
Leo has an MBA and several prestigious professional qualifications. He is also a certificated diving instructor and first aider who actively involves in diving sports and volunteer services.
Based on his professional background and experience, Leo strongly believes the importance of financial planning and risk management as well as the value of financial literacy through continuing education for a lifetime of financial well-being. Putting his beliefs into actions, Leo has long ago constructed a comprehensive insurance coverage and well-diversified investment portfolio for himself.
Leo learned about Win Advisors at a professional networking event and was deeply impressed by Win Advisors’ achievements in delivering value of financial planning to its clients. He truly feels that works performed by Win Advisors are incredibly meaningful, this motivates him to join the team of professional advisors with alike mind and attitude.
Leo believes his expertise and experience will serve him well to deliver the real value of financial planning to more people, his goal is to help more people to better achieve their financial goals and well-being based on their needs.