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Our Team Members

Senior Financial Services Director

Alan Tang Tuck Soon Senior Financial Services Director
B.Soc.Sc (Hons.Econs)
Chartered Life Underwriter®
CERTIFIED FINANCIAL PLANNER^TM
Chartered Financial Consultant®

Financial Services Director

Philip Lai Feai Lim Financial Services Director
BSc.

Financial Services Managers

Adrian Khiat Han Hwee Financial Services Manager
B.Bus
Dip. Life Insurance (SCI)
CERTIFIED FINANCIAL PLANNER^TM
Associate Estate Planning Practitioner^TMIBF Advanced Level 2
Alex Huang Jia Kang Financial Services Manager
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
Darren Lau Choon Liang Financial Services Manager

Bachelor of B.MGT with Marketing

Ho Eng Lee Senior Financial Services Manager
B.BA
AWP^CM
ASEP
Jason Chua Chee Yong Financial Services Manager
Bsc in Computing
Johnny Nimrod Chan Wei Beng Financial Services Manager

Diploma in Business

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

Aaron Lee Jin Yi Financial Consultant
Associate Estate Planning Practitioner®
Adam Leong Ying Huei Financial Consultant
Diploma in Multimedia Software Engineering
Associate Estate Planning Practitioner®
Aldrich Tan Cher Ming Financial Consultant
Bachelor of Commerce
Alex Tang Tak Sheng Financial Consultant

Alison Yeo Xinzi Financial Consultant
Bachelor of Communication Studies (Honours)
Associate Financial Consultant
Amanda Tay Chu Yi Financial Consultant
Angela Lee Li Hui Financial Consultant
Angie Ng Siew Yean Financial Consultant

Diploma in Accounting
ASSOCIATE FINANCIAL PLANNER
Associate Estate Planning Practitioner®

Angie Tan Le Ting Financial Consultant
Anna Lim Gek Mui Financial Consultant

B.S.C (Management)
Aw Wee Liang Financial Consultant

CERTIFIED FINANCIAL PLANNER^TM
Associate Estate Planning Practitioner
IBF Advanced Level 2
Casey Neo Poh Loon Financial Consultant

Associate Estate Planning Practitioner®

Chan Jia Jin Financial Consultant
Chew Meng Hui Financial Consultant

Bachelor of Engineering (Hons)
Chia Kay Teck Financial Consultant
Chua Ming Song Jasper Financial Consultant

Clement Lim Ping Hwee Financial Consultant

BSc (Hons) Finance
Dave Teng Ta Wei Financial Consultant

BBM, (Finance)
Derek Liu Wenche Financial Consultant

Diploma in Culinary Arts
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 PLANNER^TM
Esther Pang Sin Shi Financial Consultant

Bachelor of Biological Sciences
Associate Estate Planning Practitioner®
Ethan Choo Soon Hin Financial Consultant

Dip in Business
Foo Soo Yee Financial Consultant

Ho Hsu Hsia Financial Consultant

CERTIFIED FINANCIAL PLANNER^TM
Ho Kien Hung Financial Consultant

B.Sc. Banking and Finance (Hons)
CERTIFIED FINANCIAL PLANNER^TM
Associate Estate Planning Practitioner
Hoe Lee Lee Financial Consultant
Diploma In Business Admin
Chartered Financial Consultant®
Irvin Tan Financial Consultant

Ivy Toh Swee Yee Financial Consultant
B.Sc. (Hons) Banking and Finance
CERTIFIED FINANCIAL PLANNER^TM
Jackvic Wu QianWei Financial Consultant

Diploma in Multimedia Infocomm Technology
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
Jimmy Seow Che Min Financial Consultant

Bachelor of Information Technology
Joan Boey Jia Jia Financial Consultant

Bachelor in Business Marketing
Joanna Leng Li Wen Financial Consultant

Bachelor of Business Administration
Diploma in Translation Services
CERTIFIED FINANCIAL PLANNER^TM
Associate Estate Planning Practitioner®

John Ng Chee Leong Financial Consultant
Johnny Koh Chwee Seng Financial Consultant

Associate Financial Consultant
Jois Lim Wen Xin Financial Consultant

B.A (Mass Comm)
ASSOCIATE FINANCIAL PLANNER
Executive Financial Consultant
Jolyn Tan Lay Kiang Financial Consultant

Jonathan Lim Zi Xiang Financial Consultant
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
Kelly Lai Liang Ting Financial Consultant
Bachelors, Fine Art

Kelvin Cheng Choong Khan Financial Consultant
Diploma in Life Insurance (SCI)
Kelvin Poh Guan Hai Financial Consultant

CERTIFIED FINANCIAL PLANNER^TM
Kelvin Tan Kowng Jun Financial Consultant
Lee Song Yong Financial Consultant
B.Bus (First Class Honours)
Chartered Financial Consultant®
CERTIFIED FINANCIAL PLANNER^TM

Leow Kian Siong Financial Consultant
ASSOCIATE FINANCIAL PLANNER
Associate Estate Planning Practitioner®
Lilly Quek Hui Khoon Financial Consultant
Lim Shin Haur Financial Consultant

Bachelor of Economics
Lim Wei Kiang Stevie Financial Consultant

Lin Kian Wai Financial Consultant

B.Sc. Economics and Finance
Liong Saint Dragon Financial Consultant

B.A (Econs)
ASSOCIATE WEALTH PLANNER
Luis Ng Ee Loon Financial Consultant
BSc(Honours) Finance
Marc Wang Zhengang Financial Consultant

Bachelor of Electronics

Marv Lim Liang Wei Financial Consultant
Mohamad Zaki Bin Masturi Financial Consultant
Ng Kok Yong Financial Consultant
Ng Lay See Financial Consultant
CERTIFIED FINANCIAL PLANNER^TM

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
Ryan Goh Boon Pin Financial Consultant

B.Sc. (Hons) Marketing
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 PLANNER^TM
Sally Low Mui Khim Financial Consultant

B.B. Acc (Distinction)
CERTIFIED FINANCIAL PLANNER^TM
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)

Serene Sng Lai Hoon Financial Consultant
CERTIFIED FINANCIAL PLANNER^TM
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
Shiller Lim Ai Ler Financial Consultant
Diploma in Manufacturing Engineering

Simon Chua Financial Consultant
Soh Kok Wee Financial Consultant
Tan Kim Siong Financial Consultant
MBA
Bachelor of Engineering (Hons)
Teddy Yip Fook Khin Financial Consultant
Msc Finance & Controlling

Terence Yang Xi Financial Consultant
Associate Financial Planner
Tina Toh Leh Tin Financial Consultant
CERTIFIED FINANCIAL PLANNER^TM
Valery Veronica Lee Shuxian Financial Consultant
Bachelor of Information System and Management
ASSOCIATE FINANCIAL PLANNER
Vanessa Neo Jia Rui Financial Consultant
Diploma in Sports and Exercise Sciences
ASSOCIATE FINANCIAL PLANNER

Victoria Chew Yun Wei Financial Consultant
Zoe Ong ShuLing Financial Consultant
ASSOCIATE FINANCIAL PLANNER

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