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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 DirectorB.Soc.Sc (Hons.Econs)
Chartered Life Underwriter®
CERTIFIED FINANCIAL PLANNERTM
Chartered Financial Consultant®
Financial Services Director
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Aaron Tan Huan Guang Financial Services Director
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Alex Huang Jia Kang Financial Services Director -
Eric Cheah Chun Kit Financial Services Director
Bsc (Hons) Econs and Finance
IBF Advanced -
Ho Eng Lee Financial Services Director
B.BA
AWPCM
ASEP -
Justin Goh Kian Zheng Financial Services Director
BA (Hons) Business Management
Associate Financial Consultant (AFC) -
Nelson Keng Zi Hao Financial Services Director
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Nicholas Soh Hua Chi Financial Services Director
Bachelor of Business
(Economics and Finance)
Associate Financial Planner™ (AFP)
Associate Estate Planning Practitioner (AEPP®) -
Philip Lai Feai Lim Financial Services Director
BSc.
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Terence Yang Xi Financial Services DirectorAssociate Financial Planner™ (AFP)
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Victor Tuar Hong Ye Financial Services Director
Associate Estate Planning Practitioner (AEPP®)
Associate Financial Consultant (AFC)
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 -
Alson Teo Keck Wee Financial Services Manager
BA Economics
CERTIFIED FINANCIAL PLANNER TM
Associate Estate Planning Practitioner® -
Amanda Ong Yi Ye Financial Services Manager
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Angela Lee Li Hui Financial Services Manager -
Anthony Chang Chia Joo Financial Services Manager
Bachelor of Business Management (Hons)
Associate Financial Consultant
MDRT Qualifying Member -
Caleb Cai Ziqiang Financial Services ManagerDiploma in Biz Admin and Marketing
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Chew Meng Hui Financial Services ManagerBachelor of Engineering (Hons)
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Darren Lau Choon Liang Financial Services Manager
Bachelor of B.MGT with Marketing
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Desmond Yap Tian Yun Financial Services Manager
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Douglas Tan Guo Xiong Financial Services Manager
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Dylan Ng Yao Sheng Financial Services Manager
CHARTERED FINANCIAL CONSULTANT® (ChFC®)
Associate Estate Planning Practitioner (AEPP®)
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Ethan Choo Soon Hin Financial Services Manager
Dip in Business
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Felix Hoe Yeow Chuan Financial Services Manager
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Ivan Chua Chong Sin Financial Services Manager
CHARTERED FINANCIAL CONSULTANT® (ChFC®/S)
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Johnny Nimrod Chan Wei Beng Financial Services Manager
Diploma in Business
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Khairul-Anwar Bin Mohamad Rosli Financial Services Manager
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Khoo Hansen Financial Services Manager
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Lazaroo Marc Andrew Financial Services Manager
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Lee Song Yong Financial Services Manager
B.Bus (First Class Honours)
Chartered Financial Consultant®
CERTIFIED FINANCIAL PLANNERTM -
Leow Kian Siong Financial Services Manager
ASSOCIATE FINANCIAL PLANNER
Associate Estate Planning Practitioner® -
Lim Zi Qin Financial Services Manager
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Liong Delon Dragon Financial Services Manager
B.Sc. Banking and Finance (Hons)
Associate Financial Planner -
Marv Lim Liang Wei Financial Services Manager
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Rick Sim Hee Chai Financial Services Manager
Dip SCI (LIFE), Dip SCI (GENERAL)
Chartered Life Underwriter®
Chartered Financial Consultant® -
Sally Low Mui Khim Financial Services ManagerB.B. Acc (Distinction)
CERTIFIED FINANCIAL PLANNERTM
IBF Advanced Level 2 -
Shahidah Bte Mohamed Said Financial Services Manager
B.Sc. (Hons), CIFP
(Chartered Islamic Finance Professional) -
Tan Chin Yi Financial Services Manager
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Zoe Ong ShuLing Financial Services Manager
ASSOCIATE FINANCIAL PLANNER
