LEADERS

Andy Chen

Senior Vice President
Aspire Alliance – Andy Chen

With over 17 years of experience in Financial Planning and Agency Management, Andy possesses a wealth of knowledge that spans Investment, Property Advisory, Estate Planning, Retirement, Education Funding, and Risk Management. He also runs a team of driven and passionate consultants and managers who, under his leadership, have achieved MDRTs, COTs, TOTs, and convention qualifiers.

Since day one, Andy aspires to be a leader who can transform an average consultant into a professional financial doctor. Within his first year, Andy achieved the top position and also bagged the Top Rookie award. At the age of 27, he became one of the youngest Directors of the company.

Being a strong believer in continuous learning, he constantly refines his techniques to ensure that he remains at the forefront of financial planning innovation, enabling him to deliver the best results for his clients and advisers. He has built online training systems, CRM programmes and call centres to fast-track the career path for new advisers joining the industry.

Andy places high emphasis on professionalism, responsibility, integrity, and putting people’s interests ahead of oneself. His vision is to help as many clients and advisors achieve their desired goals and be financially free as soon as possible.