TAY YONG SHENG LUKE
ASCENDANCE WEALTH MANAGEMENT GROUP
I am a double major graduate in banking and finance who took up financial advisory as my first full-time job after graduation in 2018. I was drawn to the role’s ability to connect sincerely with both current and prospective clients and I look forward to experiencing many more opportunities in the industry beyond the 3 years in my career so far. I am an awardee of the Million Dollar Round Table 2020, the International Dragon Award 2020 – Bronze Dragon Award and a member of the AIA Financial Advisers Prestige Platinum Club 2020.
Representation on a global scale.
There is no harm in dreaming big, and my biggest goal as a financial consultant is to stand in the international arena every year, as a form of gratitude to my clients for their unwavering trust and support.
Serving with the right virtues.
As a financial consultant, I live by three things, firstly to never do unto others what you do not want to be done unto you, giving is the secret of abundance and to always speak with honesty, think with sincerity, and act with integrity.
Lessons from the school of life.
I was working part-time as a kitchen crew for 4 years while I was studying full-time, and I learned that in the F&B industry, the best dish is not cooked with the best equipment or ingredients. The soul and dedication are what perfects the dish. Likewise in this industry, it is all about serving with love and dedication to impact lives.
Accolades
AIA FA Prestige Club (Titanium) 2023
AIA FA Prestige Club (Platinum) 2021 and 2020
International Dragon Award – Bronze Dragon Award (Agent Category) 2022, 2021 and 2020
100 IDA Team Award 2022, 2021 and 2020
Certificate in Financial Needs Analysis and Plan Construction (Cert FPC)
Rockwills Estate Planner, REP
Institute of Banking and Finance Qualified (IBF Qualified)
Bachelor of Business in Banking & Finance (Double Major)
Get in Touch
I look forward to your enquiries and appointment.
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Phone
1800 248 8000
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