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The Full Story

ABOUT

Dianne graduated from Singapore Management University with a bachelor's degree in Business Management, major in Finance, and specialisation in Wealth Management. Continuing her family's legacy, she has been exposed to the Wealth Management industry from young, witnessing the impact of early planning on both individuals and families.

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As a Wealth Management Consultant from GEMS Advisory Group in IPP Financial Advisers, she prides herself in streamlining her clients' finances based on professional and objective recommendations tailored to their specific needs and goals.

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Through partnerships with a diverse array of insurers and investment providers, advisory services and solutions are personalised to align with her client's specific financial goals, ensuring that they receive objective information and advice. 

PHILOSOPHY

I adhere to an open architecture approach, allowing me to work with a wide array of financial partners. This flexibility ensures that I can offer you the best possible solutions, free from the limitations of a single provider or product line. Your financial well-being is my top priority, and I strive to create strategies that are fully aligned with your unique needs and aspirations.

APPROACH

I take the time to thoroughly understand your financial situation, your dreams, and the challenges you face. Leveraging a broad network of trusted partners, I develop a comprehensive plan that addresses your current needs and anticipates future opportunities. My approach is collaborative, transparent, and deeply rooted in a commitment to your long-term success.

CREDENTIALS

EDUCATION: 

SMU Bachelor's degree in Business Management

Finance Major, Wealth Management Specialisation

CERTIFICATIONS:​

Associate Estate Planner Practitioner (AEPP® )

M6: Securities Products & Analysis

M8 & M8A: Collective Investment Schemes

M9 & M9A: Life Insurance & Investment Linked Policies

HI: Health Insurance

PGI: Personal General Insurance

ComGI: Commercial General Insurance

ACCOLADES:

Million Dollar Round Table (MDRT®) 2023
Million Dollar Round Table (MDRT®) 2024

Producers' Club 2022

Producers' Club 2023

Producers' Club 2024

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