Name: Francis Lee
Job Title: Financial Services Associate Director, Qualifying Member of MDRT
Qualification: Certified Financial Planner, IBFA, Diploma (Life Insurance and Manufacturing Engineering)
EAS Francis Lee
With over 27 years of experience, I have helped many individuals, corporations and families plan for their protection, financial & retirement planning. As an adviser, I hold many achievements including Top New Adviser, Second runner up Adviser, Top Unit Manager in the company as well as qualifying for MDRT in 2020. Now as a Premier Leader with AIA, I recruit, coach and manage a team of dedicated Financial Services Consultants.
As a detailed planner, I am driven to achieve my own and assist my team advisers’ personal and professional goals. With my experience, I look forward to mentor aspiring financial services consultants and helping you in achieving financial independence. Besides financial planning, I enjoy horology, films, cycling and running.
Please get in touch if you wish to achieve your financial goals in life, or to explore a career with us.
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