MAS Rep No. NKH100065616
Financial Advisory Manager
- Fee-based Wealth Management
- Business Succession and Continuity Consultation
- Retirement Planning
- Private Wealth Management
- Risk Management
- Investment Planning
Joey graduated from the University of London with a Bachelor of Science in Information Systems & Management.
Prior to the Financial industry, Joey was in the Oil & Gas industry. During his time there, he took an interest in the development of financial freedom. And it did not take him long to depart from his prospective career in the Oil & Gas industry to further his interest. Since then, he has not looked back and his passion has seen him rooted in the Financial industry since year 2007. Joey has also served voluntarily in the committee of Education & Training of Insurance Financial Practitioner Association of Singapore (“IFPAS”).
Joey strongly advocates consumerism guided by ethics and proper representation of the products. He believes that the best way to reciprocate his clients’ faith in him is by the provision of unbiased advice with their best interests/welfare at heart.
He also believes in continuous professional development to serve his clients better and has demonstrated this with the undertaking of CFP certification – the gold standard in financial planning.