CHARISMA LIU
Financial Consultant
Financial Consultant
Year Joined: 2020
Years of Experience: < 5 years
Education: Degree in Marketing
Previous Profession: Headhunter, Business Development
Industry Certifications: AFP®, IBFA (Level 2)
Notable Achievements: MDRT, Million Dollar Club Platinum, Superstar, Prestige Platinum, International Dragon’s Award Bronze (IDA)
Specialisation: Financial Planning, Corporate Solutions, General Insurance
Hobbies: Beauty & Food enthusiast, Exploring new places, Charity work
From a young age, I’ve always enjoyed connecting with people and building meaningful relationships. My first job was with an insurance agency, where I assisted with recruitment. It was there that I first discovered the world of financial services and began to appreciate how this profession can protect families and secure their futures. After graduating, I spent six years in sales before taking the leap to become a financial services consultant, aiming to make a positive impact and add value to others’ lives. “Be kind, be brave, be happy” is what I live by. Outside of work, I’m an adventurous foodie who loves exploring new places and discovering unique experiences.