LIM CHUN SHEN SHAWN

SHAWN LIM

BRENDAN PHUA-RAY TAN ORGANISATION
ADVISORS ALLIANCE GROUP

When I was about to complete my national service, I was fortunate enough to have met my introducer, Brendan, who was the same age as my older brother. As I continued to interact with him, I realised that he was way more mature than my brother in terms of mindset, the way he carried himself, and also the income that he was earning. I asked for his mentorship and guidance to become financially independent and also about entrepreneurship, which was what led me down this path.

A career that lets you grow professionally and personally.

Becoming a financial consultant has allowed me to develop my character because, in this business, I am exposed to a diverse group of clients. I learn all about their various struggles, and also the different mindsets and strategies they adopted to overcome obstacles in their lives.

The growing importance of financial planning.

We’re fortunate to grow up in a country like Singapore with its strong governance which is one of the least corrupt countries in the world. With a high literacy rate and Singaporeans getting savvier about financial matters, people are thankfully becoming more aware of how important financial planning is. This makes the role we play even more important in this era.

Have compassion for people.

It takes a lot of patience and understanding before we can plan out our clients’ finances to reach their goals. Only when we plan with our hearts, can we provide them with the best solution in their best interests. Having compassion also allows us to take care of fellow consultants around us, supporting and reminding them of our mission here, even on the worst days when we get multiple rejections.

Accolades

AIA FA Prestige Club (Silver) 2024

AIA High Net Worth Prestige Club (Personal Wealth Manager) 2024 and 2023

AIA FA Prestige Club (Titanium) 2023 and 2022

AIA FA Prestige Club (Gold) 2021

Million Dollar Round Table 2023 and 2022

International Dragon Award – Bronze Dragon Award (Agent Category) 2023, 2022 and 2021

100 IDA Team Award 2023, 2022 and 2021

TESTIMONIALS

Kevin Chew

Thanks for the helping my family and me so far, we are really very grateful because my family never had a proper Financial Consultant before

Tan Yong Kai

A lot of sincere effort put into research first, to truly understand and help clients, as compared to the others.

Gerard Yeo

I like Shawn’s authenticity, not everything is about advisory, Shawn is still the Shawn I know.

Get in Touch

I look forward to your enquiries and appointment.
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Email

connect@aiafa.com

 

Phone

1800 248 8000

 

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