Industry Proven Coach & Insurance Advisor

Professional Qualifications:

Casey is a distinguished Monash University, Australia graduate with two degrees – in Business Systems and Laws. He fortified his legal expertise by acquiring certification as a qualified lawyer from the New South Wales Court of Appeal in Sydney, Australia in 2014. With over 18 years of experience since 2007 in the insurance and financial services sector, Casey has been recognized with accolades such as the Million Dollar Round Table Award, qualifying 8 times, along with numerous other prestigious awards like Top Insurance Advisor and President’s Club. Currently, Casey focuses on empowering High Net Worth Clients, offering expertise in optimizing family insurance, financial portfolios, and insurance trusts.

Industry Contribution:

In 2018, Casey earned the esteemed title of Master Trainer with AIA Malaysia, a testament to his profound experience, exceptional achievements, and expertise in the insurance domain. This distinguished appointment, a rarity within AIA, highlights his commitment to sharing knowledge and fostering talent. He actively imparts his skills, expertise, and practical insights to AIA through workshops, training sessions, and mentoring elites in the AIA ELITE Leadership Program. Casey’s impact extends globally, having presented at prestigious events such as the MDRT Experience Conference in Guangzhou, China, engaging over 2000 industry aspirants.

When Casey isn’t involved in his work, he spends most of his time with his family. He contributes to his local church by teaching children, mentoring young adults, and leading a young family connect group.

Company Positions:

Director, WAI Associates Consultancy

Agency Unit Manager, AIA

Founder, WAI Advisory