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TAN SZE PING SHERYL
ADVISORS ALLIANCE GROUP
My interest in financial advisory was piqued during a visit to the National Chinese Life Insurance Congress in Kuala Lumpur. There, I was introduced to the profound impact of financial planning on improving people’s lives, which resonated deeply with what I was searching for: the opportunity to build significant relationships and positively influence others’ well-being.
My primary goal as a financial consultant is to make a positive impact on people’s lives beyond just the financial aspect. I strive to enhance the well-being and happiness of every client I work with, helping them feel more secure, optimistic, and empowered about their future. Achieving this involves not only providing sound financial advice but also fostering a sense of strength and positivity in their overall outlook.
One invaluable lesson I’ve learned in this field is the critical importance of listening. True understanding of a client’s needs, concerns, and aspirations is fundamental. It is only with a deep appreciation of their individual situations that I can develop customised financial solutions that truly align with their goals.
What keeps me motivated in this role is the profound fulfillment that comes from seeing my clients secure and content because of our collaboration. The trust they place in me is incredibly rewarding and motivates me to continually strive for excellence in my work. This commitment to my clients fuels my passion and dedication in the financial advisory profession.
Accolades
International Dragon Award – Bronze Dragon Award (Agent Category) 2024
TESTIMONIALS
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Phone
1800 248 8000
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