Advisor You Can Count On

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About Me

I am a professional who possesses a Bachelor of Art in Marketing Management. I started my career in the financial advisory for retail banking clients in 2010 with OCBC Bank. For the past 8 years, I have progressively moved to UOB Privilege and DBS Treasures as an Onshore Relationship Manager.


Prior to that, I was with ABN Amro & RBS – Royal Bank of Scotland and held a Business Development Manager. I was responsible to acquire & maintain business relationship with SME clients and also to provide cash management, trade finance and investment services.


I joined Vision Elite as Partner to strengthen the offering of the advisory firm by sharing out-of-the-box campaign & ideas. And I also provide holistic and unbiased financial advisory to both corporate and individual clients. 

My Expertise

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Wealth Accumulation

Wealth Preservation

Wealth Preservation



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Wealth Preservation

Wealth Preservation

Wealth Preservation



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Asset Distribution

Wealth Preservation

Investment Portfolio Review & Restructuring



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Investment Portfolio Review & Restructuring

Investment Portfolio Review & Restructuring

Investment Portfolio Review & Restructuring



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Mortgage Advisory

Investment Portfolio Review & Restructuring

Market Data & Analytic



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Market Data & Analytic

Investment Portfolio Review & Restructuring

Market Data & Analytic



Vision Elite

Our mission is to bring security and prosperity to people’s lives.”

Upcoming Events

You are invited to a Zoom webinar.

29/04/2020

Webinar - Investment 101 - Regional Market Update - China - Apr 2020

7pm - 9pm

Zoom Webinar

29/04/2020

Webinar - Investment 101 - Regional Market Update - China - Apr 2020

  

Register in advance for this webinar: CLICK HERE

  

Webinar Speakers


Dhillon Poh (Investment Consultant @iFAST Financial)

Dhillon Poh is an In...

7pm - 9pm

Zoom Webinar

Contact Me

Drop me a line!