Julian Seng Liang
From a farm boy to a Licensed Financial Planner, I had to assist my father with farming duties at a very young age. I soon realized the need to be financially independent so on leaving school I started my career in insurance. With over 14 years of experience in insurance and retail financial services, I developed various financial services skills. I also developed a strong understanding of risk management, interpersonal skills and marketing strategies with a stint in international logistics management. I use fact-finding methods to help my clients recognize their financial needs and goals and provide the best service possible.
I am determined to prioritise my clients’ needs through the implementation of an appropriate and comprehensive financial plan, guiding an individual, a family or corporate in making budgetary, debts management, risk management, savings and investment decisions assisting them to achieve their short and long-term financial goals.