IFPAS HNW Course Development:
Trainer and Assessor
Financial planning process, applied practice development, financial planning research, course development, and training and assessment.
Adjunct Lecturer, Singapore University of Social Sciences
Member, Institute of Singapore Chartered Accountants
Member, Singapore Chartered Tax Professionals
Tax advisory and compliance, course development, and training and assessment.
Your Will, Trust & LPA – Estate Planning for the Modern Family
Bringing Up Money Smart Kids (with Adam Khoo)
Islamic Finance: Why it Makes Sense (with Daud Vicary Abdullah)
Estate and legacy planning, asset protection and wealth transfer.
Estate planning, asset protection and business succession planning.
Life Underwriter Training Council Fellow (LUTCF)
Institute of Banking and Finance Singapore (IBF) Fellow
Insurance and Financial Practitioners Association of Singapore:
Financial Services Managers’ Association:
Fellow, CPA Australia
Committee Member, CPA Australia Centre of Excellence in Professional Standards and Conduct
Senior Fellow, FINSIA
State Councillor (Queensland), FINSIA
Accredited Dealer, Australian Financial Markets Association (AFMA)
Financial markets, portfolio construction and asset management, private wealth investments and institutional products.
Member, Xavier College Foundation
Investment research, HNW asset consulting and portfolio construction, retirement planning, training and assessment.
Executive Council of IFPAS (Insurance and Financial Practitioners Association of Singapore).
Executive Committee of FSMA (Financial Services Manager Association).
Wealth Preservation and Legacy Planning for High-Net-Worth Individuals, Comprehensive Financial Planning.
Single Family Office, Financial Planning, Applied Practice Development
Member, Insurance & Financial Practitioners Association of Singapore
Member, Financial Planning Association of Singapore
Member, Association of Financial Advisers Singapore
Comprehensive financial planning and international strategic alliances
Estate and legacy planning, asset protection and wealth transfer for HNW individuals
Applied practice development
Financial planning course development, training and assessment
FPAS, IBF, MDRT