6th Runner Up FSC 2022
MDRT COT Qualifying Member 2023


Stephanie Sim’s greatest breakthrough, yet.

Stephanie is humbled to have achieved her first Court of Table (COT), a prestigious recognition awarded to a selected group of financial advisors who demonstrate exceptional performance and outstanding client service within the industry. She has also been awarded the 6th Runner Up Financial Services Consultant in 2022.

Stephanie recognises the critical role that her clients play in her success and is deeply grateful for their trust, loyalty, and support. She understands that her clients' financial well-being is of the utmost importance and takes a client-centric approach to her work, tailoring her advice to each individual client's unique needs, goals, and circumstances.

In addition, Stephanie is committed to continually improving herself to provide the best advice and guidance. She believes that by expanding her knowledge through ongoing professional development, her clients will be able to benefit from the most informed advice that can help them make the best possible financial decisions.

A dedicated financial advisor who is committed to providing exceptional service, Stephanie is driven by a desire to be the best financial advisor she can be and to help her clients achieve their financial goals.

Stephanie’s achievement serves as a reminder that dedication, and commitment to client service can make a positive impact in the lives of their clients while achieving exceptional results as a financial advisor.


  • 6th Runner Up Financial Services Consultant 2022
  • Centurion Member 2023
  • Prestige Club Member 2023
  • MDRT Court of the Table - Qualifying Member 2023
  • Associate Estate Planning Practitioner (AEPP®)
  • Associate Wealth Planner (AWP)

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