Work Experience / Resume

I became a full-time agent when my university friend, Lilian, said: "Just get certified first, and you’ll get to meet people. It’s fun!" Fast forward 30 years, and it was one of the best decisions I ever made.

When I understood what insurance is all about, I decided I wanted to be the kind of agent people look forward to meeting, not one they avoid. I aimed to change how people view insurance planning. Financial planning isn't just about numbers or strategies; it’s filled with emotions and responsibility.

I strongly believe in comprehensive estate planning. Many financial plans out there are scattered and lack a clear strategy. My mission to protect people is deep-rooted. I’m passionate about educating families so their plans can withstand any financial storms. This drive keeps me going.

A good financial plan starts at home. When a family plans well, it benefits everyone, even extended family members. Many people buy whatever their friends or banks recommend, ending up with mismatched, piecemeal solutions. Planning right from the beginning gives you peace of mind. Regularly reviewing your plan is crucial to keep it healthy.

I love helping clients holistically over the years, guiding them to financial freedom. At Alliance, I’m proud of our well-organized database that helps us run things smoothly. Some clients even rely on me to access their medical records!

Years in financial planning: Since 1989

Areas Of Specialty

Most of my clients are families and business owners. Many have been friends since school and knew me before I joined the business. Now, I mainly work with referrals because we share the same mission and they appreciate my approach. They know I’m not a fly-by-night or product-pushing advisor.

I love working with business owners and entrepreneurs because they think big. They are positive, resilient, and visionary. We often discuss growth and business potential. They come up with new ideas to face challenges and overcome difficulties. These experiences are unique to real businesses and can’t be learned from books or sales theories. This dynamic environment invigorates me.

• Comprehensive Insurance Planning
• Estate Planning
• Advising SME Owners

Awards + Achievements

Million Dollar Round Table 2021 - 2024 ^new
Star Club Qualifier 2009 – 2019, 2021 - 2024 ^new
Jubilee Club 2023
Signature Financial Planner 2017 - 2023
Million Dollar Club 1996, 2020
Long Service Award 2020 (30 Years)
Quality Club Qualifier 2015, 2016, 2017, 2018
Top General Insurance Award 2018 (3rd Runner Up)
Financial Planning Awards 2004, 2005, 2006, 2007, 2008
CEO Challenge Shield Winner 1995 (Agent Category)
CEO Challenge Shield Winner 1994 (Agent Category)
Million Dollar Round Table 1994 (1st Qualifier in Organisation)
Top Agent of the Year 1993 (Agents Category)
Financial Planning Award 2006, 2007, 2008
Million Dollar Club Member 2000, 2001
TOP Financial Plan (Group - ChFC) March 2007

What I am passionate about

Life and the pursuit of knowledge are my passions. I believe in living life to the fullest because we only get one chance. I live intentionally, guided by the principles of YOYO (You Are On Your Own) and YOLO (You Only Live Once). I strive to love God, love people, and give my best in all I do.

Starting my insurance business in the late '80s was a transformative decision. It allowed me to quickly achieve my life dreams—paying off my PSC school loan, providing a regular allowance for my parents, buying and renovating my first house, enjoying a decent honeymoon, and purchasing my first car. Had I stayed in my brief admin job, my life might have been very different.

Reading and swimming are my greatest loves. Reading, my first love, inspires me daily with its powerful words. I pray for good eyesight to continue this passion. Swimming, my other love, is liberating and refreshing, washing away daily stresses and pressures.

Music and songs also hold a special place in my heart. If I had a good voice, I would have been a singer. I enjoy both English and Chinese songs, oldies, pop, country, love songs, and hymns. Anne Murray's "Nobody Loves Me Like You Do" and "Itsy Bitsy Teenie Weenie Yellow Polka Dot Bikini" are some of my favorites.

On a lighter note, I find immense satisfaction in popping the bubbles on protective plastic covers and playing Jewel Blitz on my phone. These simple joys help relieve stress and bring unexpected pleasure.

I love going to work and seeing my colleagues. Alliance, the ONLY inter-generational organization in AXA, is a source of pride and blessing for me. Our team ranges from young advisers in their 20s, 30s, and 40s to veterans in their 50s, with most of our financial planners staying with us for at least five years.

My workplace buddies include Lilian, my university mate, with whom I share adventures dating back to the '90s, often singing late into the night. Joyce, my forever lovely disciple, is enigmatic and full of surprises. Pling (short for Pei Ling), my sweetest, kindest, and most helpful evening office and convention companion, is another cherished friend.

Alison is a very upbeat and cheerful person. She’s cheerful, funny and patient. She is someone with a personality that you will enjoy talking to and hanging out with her if you have time after your insurance consult! She is well-networked – even if something’s not under her portfolio, she gets you someone you can trust, who does. Alison shows up, fully. She is one of the rare agents who did not dabble here and there but solely on insurance which I appreciate. It shows a genuine dedication to the craft. Being intelligent and focused, I would say she displays a lot of empathy and she has a kind heart. All the ingredients I would like, as my FP.

– Josephine Chia

Dear Alison, Congratulations! You are most deserving of this long overdue acknowledgement for your high standards of professionalism and commitment to your clients and in your career all these years. Your continuous dedication to clients, business excellence and educations just reaffirms my complete faith in you. I know my financial affairs are in good hands as you would always have my best interests at heart and I gladly recommend your services whenever possible. I would like to take this opportunity to express my thanks for the work you have done for me and my family. I will continue to rave about your services!

– Catherine Chung

1. Alison is very knowledgeable about a full range of insurance types and investments, and very attentive.

2. She has provided my husband I both personal insurance and products to support our businesses. Including home and contents, keyman accident and health insurance.

3. Alison once sat with me for almost a day to go through insurance requirements across my business and home life.

4. Alison is very diligent in understanding my needs and proposing suitable products. She helps me manage claims, I only need to call her for health or home issues and she handles all the paperwork.

5. Congratulations Alison for being selected for AXA Signature 2018, great recognition for your hard work

– Fiona Nixon

I have met Alison about 20 years ago through a mutual friend. Over these years, she has been very sincere in her engagement with me, never forgetting to keep touch with me and always working with me to analyse my coverage and priorities with my changing needs. I actually treat her more as a friend, than just a financial planner. I will definitely recommend her to my friends!

– Chia Sock Ker

Alison has been helpful, professional with great product knowledge, has excellent customer service, high energy level & fast response. You will recommend me only the products that best suit my needs. I sought your advice on various issues, not necessarily insurance related. You would always go beyond your duties to find me the answers. I truly appreciated it. You are an agent who works with passion and always put the needs of clients first. If I have any queries related to insurance, you are always the one I will call. I will certainly recommend you to my friends, telling them that they can be rest assured that their insurance needs/claims will be well taken care of by you if they engage you as their agents.

– Jaslyn Ong

Once again Congratulations and you deserve a place in AXA Signature. I can recall vividly the first time I met you at my sister Jenny Pang’s home at Bukit Batok in the night. Jenny’s husband Chua had a massive stroke in July 2015 and is now in a nursing home, in a vegetative state with no hope of recovery. Chua had bought 3 AXA policies from another agent many years ago. You were sent to meet us to help sort out the 3 policies as we contacted AXA.
You were helpful, assuring and clear in your explanations and genuine in following up with our many questions. It was a very painful and distraught time for Jenny and our family. Thank you for the care and sincere help you have given to Jenny. Jenny Chua do not have any children. You have given so much of your precious time in the night which is meant for your own family. All 3 policies had been settled and already paid to CPF as Chua bought with CPF funds. It helped Jenny to pay his monthly nursing home full care around $5000.00!

Recently you have given your precious time to spent with my daughter Dr. Josephine Lo to settle issues and frustrations left behind by your ex AXA agent who was recommended by me to my daughter. You gave Josephine trust in your company again and you held AXA high for what it stood for highest standard of professionalism, compassion and care for customers with an extra mile! Josephine truly appreciates your time and professional effort and a good listening ear.

You have now a new customer with confidence. As grandparents we bought a policy for Josephine’s son Jacob when he was one month old on February 2016 as a gift with your ex AXA agent. We are glad that you will be handling this policy for Jacob. And we are sure there will be many more to come. We wish you Good Health Good Life and Great Success. AXA is privileged to have you on their SIGNATURE Team.

– Lucy Lo

Alison has been my Financial Planner for many years, and throughout the whole period, she has always been a very reliable and professional consultant. Due to her diligence and her going the extra mile for her clients, she has achieved award after award, which is not surprising given her dedication. With her taking care of the policies I have with her; I have no worries as I know she is very responsible and will deliver. She is highly recommended and deserves the highest award!

– Millie Low

We have just returned from our holiday in Australia recently. It is your professionalism that makes us confident to leave our home and know if something negative befalls our home, we are well insured. I would like to thank you for your services. You are always so efficient and attentive. Your warm character is evident, and a wonderful bonus when spending hours to assess our collection. You always go the extra mile, and we really appreciate your effort! You are the most attentive insurance agent we have dealt with.

– Jill Morgenroth