Who is Sueyan Lim Shuyan ?

I discovered that quite a number of my clients do research on me before they decide to sign on the dotted line. So why not give you a proper place to get to know me, instead of inferring through my facebook posts. And thus this blog was born.

I believe that some will like what they read here, and some won't, and that's fine. If you're not going to like me, better to know it sooner than later. So here is an introduction into who i am and what i do.

I'm a Bachelor of Commerce graduate from University of Melbourne, class of 2009. Spent 2 years after my graduation doing various things and gaining valuable experience. February 2012, I decided to start as a Financial Planner. Having been trained well by the Singapore Education System, I sailed smoothly through the CMFAS papers (passed them all in one attempt btw) and got my "license to sell" after 2 months in April 2012.

What I do?

You probably know what financial planners do. Some people call us 'insurance agent' in layman terms. So I'm not going to justify my profession here and start any arguments based on different opinions, experiences or generalisation/ hearsay. This is about ME and how I treat my clients.

What's important to me?

2 way communication. Starting a long term professional relationship and friendship requires trust and I appreciate when my clients are able to speak openly with me about their financial plans or otherwise. In turn, I know that it is only when I present the real me to them, that they feel my sincerity and are able to trust me.

Respect. No 2 people are the same, so I do my best to be sensitive to different needs and expectations. Friends have described me as 'non-judgy', but you'll have to see for yourself if there's any truth in that.

I can be long-winded at times, continue blabbering on when I'm nervous or be shy in a group (especially with strangers). So I'll keep this short and sweet and end with something personal.

Perhaps I may not be able to guarantee that I'll be a financial planner forever, but I know that after 1 year in this industry, I really enjoy what I do. If not for the trust and belief my clients have in me, I would not be where I am today, setting up this blog as a commitment to keep improving myself and helping more and more people.

I will not disclose my company on this site but feel free to contact me at 86998688 or sueyan.limshuyan@gmail.com if you want to find out.

Disclaimer: Information posted on this site is solely my own views and opinions. They do not represent that of any company.