Our Unit Managers

Drawing from decades of experience and expertise in financial planning and portfolio management, our Branch Directors set a clear direction for growth, leading the team’s year-on-year achievements.

The most important thing is to try and inspire people so that they can be great in whatever they want to do.”

Wayne started his career in Citibank, promoted to Citigold before his transition to Manulife Financial Advisers (MFA) joining his friend, Adrian Lee, and they have since built up an incredible agency together. He has received coveted accolades, including some of the highest honours within the industry, in 10 years of his stellar career.

He is a patient and effective team leader, who guides his colleagues with a focus on their individual careers. Many of his teammates attribute their success directly to his guidance, and that shows the depth and competency of Wayne as a leader. In his first year as an Unit manager, he groomed 1 COT and 5 MDRT achievers. He is also known for his technicalities in financial instruments and investment knowledge.

Wayne appreciates the finer things in life. He loves his Italian red wines and travelling the world.

Mindset is what separates you from the rest. If you can put your mind to it, there is nothing you cannot achieve.”

As a team leader, Kelwin believes that the right environment and culture are fundamental for strong personal growth. Together with his friend Adrian, he helped built a stronghold agency at Manulife Financial Advisers (MFA)

Having achieved numerous prestigious awards in the past years, Kelwin understands what it takes to be successful. He imparts his knowledge to his team members and under his guidance, his team boasts 5 MDRT achievers in the last year.

Kelwin helps people with all his heart. He has learnt that humility and kindness are key to building a strong and lasting relationship, be it for planning his clients’ portfolio or supporting his team members. These values have led him to where he is today and will continue to be the cornerstone of his career.

If you don’t take risk, you can’t create the future.”

A young eagle will never know the sky is the limit until they step out of their nest, spread their wings and soar through the endless sky. ADR Group’s unconditional support is what allows Desmond to do just that.

Every year has its challenges, but through efforts and support, he rises far above the challenges, savouring the freedom of a vast world. These are not just words – Desmond has achieved MDRT for an impressive 4 years running.

In his first year as an Unit Manager, he groomed 3 MDRT achievers, on top of achieving MDRT himself.

If I can do it, you can do it.”

After a long stint in banking, Patrick made a switch into financial planning and has been here for 5 years. He never regretted the choice to switch.

In this line, there may be situations that are beyond our control. However, he believes with the right mentorship and positive culture, impossible goals are within reach. It is a matter of focusing on what you do best, and striving on.

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