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Our Team Members
trust us for life
trust us for life
Our Team Members
Senior Financial Services Director
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Alan Tang Tuck Soon Senior Financial Services Director
B.Soc.Sc (Hons.Econs)
Chartered Life Underwriter®
CERTIFIED FINANCIAL PLANNERTM
Chartered Financial Consultant®
Financial Services Director
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Philip Lai Feai Lim Financial Services Director
BSc.
Financial Services Managers
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Adrian Khiat Han Hwee Financial Services Manager
B.Bus
Dip. Life Insurance (SCI)
CERTIFIED FINANCIAL PLANNERTM
Associate Estate Planning PractitionerTM
IBF Advanced Level 2 -
Alex Huang Jia Kang Financial Services Manager
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Alson Teo Keck Wee Financial Services Manager
BA Economics
CERTIFIED FINANCIAL PLANNER TM
Associate Estate Planning Practitioner® -
Anthony Chang Chia Joo Financial Services Manager
Bachelor of Business Management (Hons)
Associate Financial Consultant
MDRT Qualifying Member -
Caleb Cai Ziqiang Financial Services Manager
Diploma in Biz Admin and Marketing
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Darren Lau Choon Liang Financial Services Manager
Bachelor of B.MGT with Marketing
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Ho Eng Lee Senior Financial Services Manager
B.BA
AWPCM
ASEP -
Jason Chua Chee Yong Financial Services Manager
Bsc in Computing
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Johnny Nimrod Chan Wei Beng Financial Services Manager
Diploma in Business
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Justin Goh Kian Zheng Financial Services Manager
BA (Hons) B.Mgt.
Associate Financial Consultant -
Liong Delon Dragon Financial Services Manager
B.Sc. Banking and Finance (Hons)
Associate Financial Planner -
Nicholas Soh Hua Chi Financial Services Manager
Bachelor of Business
(Economics and Finance)
ASSOCIATE FINANCIAL PLANNER
Associate Estate Planning Practitioner® -
Rick Sim Hee Chai Financial Services Manager
Dip SCI (LIFE), Dip SCI (GENERAL)
Chartered Life Underwriter®
Chartered Financial Consultant® -
Vernice Choa Financial Services Manager
B.Bus, BA (Distinction)
Financial Consultants
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Aaron Lee Jin Yi Financial Consultant
Associate Estate Planning Practitioner®
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Adam Leong Ying Huei Financial Consultant
Diploma in Multimedia Software Engineering
Associate Estate Planning Practitioner® -
Aldrich Tan Cher Ming Financial Consultant
Bachelor of Commerce
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Alex Tang Tak Sheng Financial Consultant
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Alison Yeo Xinzi Financial Consultant
Bachelor of Communication Studies (Honours)
Associate Financial Consultant -
Amanda Tay Chu Yi Financial Consultant
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Angela Lee Li Hui Financial Consultant
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Angie Ng Siew Yean Financial Consultant
Diploma in Accounting
ASSOCIATE FINANCIAL PLANNER
Associate Estate Planning Practitioner® -
Angie Tan Le Ting Financial Consultant
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Aw Wee Liang Financial Consultant
CERTIFIED FINANCIAL PLANNERTM
Associate Estate Planning Practitioner
IBF Advanced Level 2 -
Casey Neo Poh Loon Financial Consultant
Associate Estate Planning Practitioner®
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Chan Jia Jin Financial Consultant
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Chew Meng Hui Financial Consultant
Bachelor of Engineering (Hons)
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Chia Kay Teck Financial Consultant
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Chua Ming Song Jasper Financial Consultant
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Clement Lim Ping Hwee Financial Consultant
BSc (Hons) Finance
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Dave Teng Ta Wei Financial Consultant
BBM, (Finance)
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Derek Liu Wenche Financial Consultant
Diploma in Culinary Arts
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Estelle Chow Siew Le Financial Consultant
Business Degree, ASSOCIATE FINANCIAL PLANNER
Associate Estate Planning Practitioner® -
Esther Ng Joon Huang Financial Consultant
Bachelor in Engineering (Civil)
CERTIFIED FINANCIAL PLANNERTM -
Esther Pang Sin Shi Financial Consultant
Bachelor of Biological Sciences
Associate Estate Planning Practitioner® -
Ethan Choo Soon Hin Financial Consultant
Dip in Business
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Ho Hsu Hsia Financial Consultant
CERTIFIED FINANCIAL PLANNERTM
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Ho Kien Hung Financial Consultant
B.Sc. Banking and Finance (Hons)
CERTIFIED FINANCIAL PLANNERTM
Associate Estate Planning Practitioner -
Hoe Lee Lee Financial Consultant
Diploma In Business Admin
Chartered Financial Consultant® -
Irvin Tan Financial Consultant
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Ivy Toh Swee Yee Financial Consultant
B.Sc. (Hons) Banking and Finance
CERTIFIED FINANCIAL PLANNERTM -
Jackvic Wu QianWei Financial Consultant
Diploma in Multimedia Infocomm Technology
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Jamerson Lee Chee Hoe Financial Consultant
Diploma in Life Insurance (SCI)
Associate Financial Consultant -
James Tan Wee Yee Financial Consultant
Bachelor (Hons) of Communication Studies
Associate Estate Planning Practitioner® -
Jaz Lee Hui Hui Financial Consultant
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Jimmy Seow Che Min Financial Consultant
Bachelor of Information Technology
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Joan Boey Jia Jia Financial Consultant
Bachelor in Business Marketing
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Johnny Koh Chwee Seng Financial Consultant
Associate Financial Consultant
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Jois Lim Wen Xin Financial Consultant
B.A (Mass Comm)
ASSOCIATE FINANCIAL PLANNER
Executive Financial Consultant -
Jonathan Lim Zi Xiang Financial Consultant
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Joseph Teo Boon Leng Financial Consultant
MBA, BSc (Hons)
Computing with Management
IBF Advanced Level 2
CERTIFIED FINANCIAL PLANNERTM Chartered Life Underwriter®
Chartered Financial Consultant®
Associate Estate Planning Practitioner®
Affiliate of STEP -
Joyce Toh Joo Ling Financial Consultant
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Kelvin Cheng Choong Khan Financial Consultant
Diploma in Life Insurance (SCI)
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Kelvin Poh Guan Hai Financial Consultant
CERTIFIED FINANCIAL PLANNERTM
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Kelvin Tan Kowng Jun Financial Consultant
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Lee Song Yong Financial Consultant
B.Bus (First Class Honours)
Chartered Financial Consultant®
CERTIFIED FINANCIAL PLANNERTM -
Leow Kian Siong Financial Consultant
ASSOCIATE FINANCIAL PLANNER
Associate Estate Planning Practitioner® -
Lilly Quek Hui Khoon Financial Consultant
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Lim Shin Haur Financial Consultant
Bachelor of Economics
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Lim Wei Kiang Stevie Financial Consultant
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Lin Kian Wai Financial Consultant
B.Sc. Economics and Finance
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Luis Ng Ee Loon Financial Consultant
BSc(Honours) Finance
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Marc Wang Zhengang Financial Consultant
Bachelor of Electronics
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Marv Lim Liang Wei Financial Consultant
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Mohamad Zaki Bin Masturi Financial Consultant
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Ng Lay See Financial Consultant
CERTIFIED FINANCIAL PLANNERTM
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Pang Sin Ying Financial Consultant
B.Sc. (Hons) Accounting and Finance
Associate Estate Planning Practitioner® -
Rachel Chen Qian Hui Financial Consultant
B.Sc. Degree in Banking & Finance
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Ryan Goh Boon Pin Financial Consultant
B.Sc. (Hons) Marketing
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Sabrina Seah Shi Wei Financial Consultant
B.Sc. Business Management (Hons)
Associate Financial Consultant -
Sally Lim Siew Theng Financial Consultant
B.Sc. (Econs)
CERTIFIED FINANCIAL PLANNERTM -
Sally Low Mui Khim Financial Consultant
B.B. Acc (Distinction)
CERTIFIED FINANCIAL PLANNERTM
IBF Advanced Level 2 -
Sally Low Su Hui Financial Consultant
BSc (Psychology)
ASSOCIATE FINANCIAL PLANNER -
Sean Yap Chee Siong Financial Consultant
Bachelor of Computing (Engineering)
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Serene Sng Lai Hoon Financial Consultant
CERTIFIED FINANCIAL PLANNERTM
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Shahidah Bte Mohamed Said Financial Consultant
B.Sc. (Hons), CIFP
(Chartered Islamic Finance Professional) -
Shane Wu Ming Yan Financial Consultant
B.Sc. Banking and Finance
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Shiller Lim Ai Ler Financial Consultant
Diploma in Manufacturing Engineering
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Simon Chua Financial Consultant
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Soh Kok Wee Financial Consultant
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Tan Kim Siong Financial Consultant
MBA
Bachelor of Engineering (Hons) -
Terence Yang Xi Financial Consultant
Associate Financial Planner
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Tina Toh Leh Tin Financial Consultant
CERTIFIED FINANCIAL PLANNERTM
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Victoria Chew Yun Wei Financial Consultant
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Zoe Ong ShuLing Financial Consultant
ASSOCIATE FINANCIAL PLANNER