CLU, ChFC, FLMI
Course Conducting: ChFC04, ChFC06, GI
Charles manages a team of financial advisors who provides advice to individuals and companies on financial and investment planning, life insurance, risk management, business insurance, employees’ benefits and general insurance. He was with a life company for 25 years, with 15 years as an agency manager. He was actively involved in several working committees, namely: Money Sense, Competencies and Experience Requirements under the National Technical Committee ISO/TC222 on Personal Financial Planning and Continuing Education committee of IFPAS. He has written a book titled "Life Insurance: Environment and Profession" in conjunction with SCI for Diploma of SII.