CHONG WOON CHIEH DANIEL
ADVISORS ALLIANCE GROUP
I am an avid rugby fan who graduated with a Bachelor of Arts from the National University of Singapore in 1997, before joining AIA in 1998, where I have been a financial consultant for over 2 decades now.
Competency builds a solid base.
Financial consulting is a very nuanced job that requires a lot of skill sets, but no matter which skills you possess, competency is always a must. This job is based a lot on building trust with your clients and competency is at the core of everything that you do.
Never forget your roots.
I would not have stayed in this industry for such a long time had it not been for the people who I greatly look up to in the industry. I credit Mary Chen as my greatest influence in the industry, and she is someone whom I greatly respect.
The important role of financial consultants.
The financial services industry has evolved much since the 90s, and the public is also starting to better understand the importance of proper financial planning. Our training enables our financial consultants to become more professional with every batch, and we have the responsibility of properly putting financial programmes in place for our clients to continue this journey with them.
Accolades
9th Runner-up, Top Executive Director 2022
Million Dollar Round Table Organisation (Emerald) 2021
Million Dollar Round Table Organisation (Sapphire) 2020
AIA FA Pinnacle Club (Gold Organisation) 2023, 2022 and 2021
AIA High Net Worth Prestige Club (Executive Director) 2022
AIA High Net Worth Prestige Club (Personal Wealth Manager) 2021 and 2020
AIA FA Prestige Club (Platinum) 2020
International Dragon Award – Bronze Dragon Award (Agent Category) 2024, 2022, 2021, 2020 and 2019
International Dragon Award – Bronze Dragon Award (Manager Category) 2023, 2022, 2021 and 2019
100 IDA Team Award 2024, 2023, 2022, 2021, 2020 and 2019
Chartered Financial Consultant (ChFC®/S)
Associate Estate Planning Practitioner (AEPP®)
Bachelor of Arts
Get in Touch
I look forward to your enquiries and appointment.
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For general enquiries:
connect@aiafa.com
Phone
1800 248 8000
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