Dr. Anna Boyd-Boland
Ms. Eunice Hooi
Mr. Chee Fook Keon
Mr. Michael Seow
Mr. Peter Pontikis
Mr. Anthony Garvey
Mr. Tan Tiong Eng
Mr. Charles Tiong
Mr. Tao Shin Tien
Mr. Danny Lee

Dr. Anna Boyd-Boland

Dr. Boyd-Boland is an experienced financial services and education professional with over 20 years’ experience. During her career as a practitioner, she has held roles at financial institutions National Australia Bank, Perpetual Private Clients and Commonwealth Bank of Australia.

Dr. Boyd-Boland has contributed extensively to the improved education standards of the financial planning industry in her role as Head of Professional Development at Kaplan Professional Australia. She then moved on to found Boyd-Boland Consulting, providing education, compliance, and change services predominantly for the financial services sector.

Dr. Boyd-Boland continues to develop and deliver course content for several subjects in the Advanced Diploma of Financial Planning, Graduate Diploma of Financial Planning, Master of Financial Planning and the Fellow Chartered Financial Practitioner (FChFP) at Kaplan Professional Australia.


Certified Financial Planner (CFP), Financial Planning Association, Australia
Advanced Diploma of Financial Planning, Deakin University
Doctor of Philosophy, 
University of Sydney
Bachelor of Science, 
University of Sydney
Certificate IV in Training and Assessment, Franklyn Scholar

Professional Affiliations

IFPAS HNW Course Development:

Trainer and Assessor

Content Developer


Financial planning process, applied practice development, financial planning research, course development, and training and assessment.

Ms. Eunice Hooi

Ms. Hooi brings over 20 years of corporate tax experience across a broad range of industry sectors gained working in Asia Pacific and the Middle East. Ms. Hooi’s specialist knowledge and experience in transfer pricing and direct and indirect tax provides a valuable insight into the tax optimisation strategies of companies and individuals utilising Singapore as a global hub for international trade and wealth management.

Ms. Hooi is a Chartered Accountant and Accredited Tax Advisor and continues to lecture subjects including Singapore, Australia and international taxation, accounting and financial analysis. Ms. Hooi also hosts practical workshops focused on business supply chains and finance.

Given taxation is an emerging area of knowledge within financial advice curricula, Ms. Hooi is excited to bring her strong passion for teaching and commitment to lifelong learning to the HNW Certification faculty.


Chartered Accountant, Institute of Singapore Chartered Accountants
Accredited Tax Advisor (Income Tax),
Singapore Chartered Tax Professionals
Master of Taxation, 
Singapore University of Social Sciences
Bachelor of Accountancy (Honours), Nanyang Technological University

Professional Affiliations

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.

Mr. Chee Fook Keon

Over the past 10 years, Mr. Keon Chee has worked in licensed trust companies as resident manager, director and estate planning advisor. He is currently Executive Director at Riverside Trustees Limited. His clients include families, SMEs and foreigners.

Mr. Chee has been providing estate planning training for nine years, including the past four years at Legasy Planners Pte Ltd, a company focused largely on wealth management and estate planning training.

Mr. Chee is a respected financial services author, and his commentary and insights on estate planning are regularly sought by the media.


Bachelor of Laws, University of London
Master of Business Administration,
Columbia University, New York
MSc in Mathematics and Computer Science, Southern Illinois University


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.

Mr. Michael Seow

As a respected industry professional in Singapore, Mr. Michael Seow has over 30 years of experience in financial planning. Mr. Seow is the Senior Financial Services Director of Prudential Assurance Company Singapore Pte Ltd.

Mr. Seow is in charge of Prudential’s executive leaders and financial consultants. In addition to managing his organisation, Michael honed his skills by helping families and business owners with matters involving family wealth and business succession.

Mr. Seow’s philosophy is underpinned by the need to have a deep understanding of challenging and sometimes emotional issues, so clients and advisers feel better prepared to make critical decisions on planning, preservation and transfer of wealth.

Mr. Seow has a strong network of business professionals and is a regular lecturer in buy/sell and trust planning issues for the Singapore Chapter of the Society of Trust and Estate Practitioners (STEP), the Insurance and Financial Practitioners Association of Singapore (IFPAS), and the Financial Services Managers’ Association (FSMA).

Mr. Seow also served in the Ministry of Defence for over 20 years as a Battery Commander and Deputy Commanding Officer.


Chartered Financial Consultant (ChFC), Singapore College of Insurance, under the license from The American College of Financial Services
Diploma in Life Insurance, 
Singapore College of Insurance
STEP Diploma in International Trust
Management -Worldwide, 
Society Trust and Estate Practitioner (STEP)


Estate planning, asset protection and business succession planning.

Professional Affiliations

Life Underwriter Training Council Fellow (LUTCF)

Institute of Banking and Finance Singapore (IBF) Fellow

Insurance and Financial Practitioners Association of Singapore:

  • Honorary Secretary (1994-1995)
  • Honorary Treasurer (1995-1996)
  • Vice President for Membership (2012-2013)
  • Chairman of the National Financial Congress (2013)

Financial Services Managers’ Association:

  • President (2005-2007)
  • Executive Adviser (2007-2008)
  • Board of Governor (2008-2010)

Mr. Peter Pontikis

Mr. Peter Pontikis is a responsible manager and investment director for an international mid-cap equity fund, with a background in private and institutional wealth management solutions.

Mr. Pontikis’ four decades of experience encompasses portfolio investment, private wealth management and financial markets trading, providing support to Australasian high and ultra-high net worth investors, as well as financial institutions such as ANZ Private and BT Investment Management.

Mr. Pontikis has authored several books on foreign exchange and trading in financial markets. In parallel with his commercial practice, Mr. Pontikis has been actively involved in training, plus the development of educational resources and content in the Australian and South-East Asian finance industries for more than two decades. 

Mr. Pontikis has also spent time with PNB in Malaysia, the Indonesian Treasury and major private banks in Singapore and Hong Kong.


Master of Arts, Sydney University
Bachelor of Arts (Hons), 
University of New England
Advanced Diploma of Financial Services
(Financial Planning), Kaplan Professional
Advanced Diploma of Applied Finance, 
Securities Institute of Australia
Diploma of Professional Ethics and Conduct (AFMA)
Certificate IV in Workplace Training and

Professional Affiliations

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.

Mr. Anthony Garvey

In his capacity as Principal of his own consultancy, Investment Research Solutions, Mr. Anthony Garvey is currently consulting to, and serving, as an active member of the investment committee of a select number of private wealth management firms.

Mr. Garvey has extensive background in high net worth investment advisory services, having several years’ experience in senior investment research positions at a number of major Australian financial institutions. This included 10 years as Research and Technical Manager for one of Australia’s leading private banks. This role included developing and implementing the investment research process for the organisation’s HNW advisory process in Singapore and Hong Kong.

Mr. Garvey delivers specialist, financial advice education as a lecturer and investment subject matter expert for Kaplan Professional Australia and other higher education universities. Mr. Garvey co-authored the Investment Strategies, and Risk and Insurance Advice modules developed for CPA Australia.


Master of Business Administration (Executive) with Distinction, 
RMIT University
Diploma of Financial Services (Financial Planning), Kaplan Professional
Bachelor of Economics (Honours), Monash University
Self-Managed Superannuation Funds,
Kaplan Professional
Superannuation and Retirement Planning, Kaplan Professional
Margin Lending, Kaplan Professional
Certificate in Building Cultural Intelligence: For Understanding How People from Different Cultural Backgrounds See the World, 
RMIT University
Design and Develop Assessment Tools, RMIT University
Certificate IV in Training and Assessment, 
MRWED Training and Assessment, Melbourne

Professional Affiliations

Member, Xavier College Foundation
Investment Committee


Investment research, HNW asset consulting and portfolio construction, retirement planning, training and assessment.

Mr. Tan Tiong Eng

As a Director for Financial Advisory at Synergy Financial Advisers Pte Ltd, Mr. Tan Tiong Eng, has over 25 years of advising clients and private wealth families in their financial planning, wealth preservation and legacy planning, alongside deep industry experience in advocacy during his terms in professional adviser-representative bodies.

Mr. Tan has served multiple terms on the Executive Council as Vice President and Honorary Secretary over 6 years with IFPAS (Insurance and Financial Practitioners Association of Singapore) and FSMA (Financial Services Managers Association of Singapore) providing him with a unique insight into the growth and professionalisation of financial advisory.

A respected author of Your Wealth Manual, Mr. Tan is a sought-after commentator for media and is a regular industry guest speaker on industry panels. He combines his passion for teaching and industry experience to enhance the financial literacy of young Singaporeans on how to achieve financial freedom.


Diploma in Life Insurance, 
Singapore College of Insurance
Bachelor of Commerce, 
University of Newcastle, Australia
Advanced Certificate in Learning and Performance, Skills Future Singapore
IBF Advanced Level 3, 
Institute of Banking and Finance Singapore
Associate Estate Planning Practitioner, The Society of Will Writers, 
United Kingdom
Chartered Insurance Agency Manager, LIMRA International
Certified Manager of Financial Advisers, LIMRA International

Professional Affiliations

Executive Council of IFPAS (Insurance and Financial Practitioners Association of Singapore).

  • Council member (2012 - 2013)
  • Honorary Secretary (2013 - 2014)
  • Vice President (2014 - 2015)

Executive Committee of FSMA (Financial Services Manager Association).

  • Honorary Secretary – (2006 - 2007)
  • Honorary Secretary – (2007-2008)
  • 1st Vice President (2008-2009)


Wealth Preservation and Legacy Planning for High-Net-Worth Individuals, Comprehensive Financial Planning.

Mr. Charles Tiong

Mr. Charles Tiong is the Senior Financial Services Director of Infinitum Financial Advisory and brings four decades of experience in the establishment and growth of the financial advisory industry in Singapore.

Mr. Tiong pioneered the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) from the U.S to Singapore in 1984 and is a Fellow of the Life Management Institute with Distinction in the USA.

Mr. Tiong is a respected author and has written the book ‘Life Insurance: Environment and Profession’, in partnership as one of the examination subjects of the Diploma of the Singapore Insurance Institute.

Mr. Tiong manages a team of financial advisors who provide advice to HNW clients on the establishment of family offices, trusts, and investment portfolios and is a Certified Family Office Advisor through the Wealth Management Institute.


Fellow of Life Manage Institute, 
Life Office Management Association, USA
Chartered Financial Consultant (ChFC), The American College
Chartered Life Underwriter (CLU), 
The American College
Certified Family Office Advisor, 
Wealth Management Institute


Single Family Office, Financial Planning, Applied Practice Development

Mr. Tao Shin Tien

For over two decades, Mr. Tao Shin Tien has been providing comprehensive financial advisory services to international private wealth clients. Mr. Tao has a firm belief that everyone is entitled to their own financial plan through open architecture and tailor-made solutions. Cultivating a deep understanding of client values and collaborating with B2B strategic partners underpins Mr. Tao’s client value proposition.

A pioneer of comprehensive financial planning in Singapore, Mr. Tao is currently the Financial Services Manager at Phillips Securities and has been a passionate advocate for financial adviser education through his contribution to adviser-representative bodies and the Singapore College of Insurance.


Bachelor of Arts and Social Science, National University of Singapore
Graduate Diploma of Marketing Management, Singapore Institute of Management
Certified Financial Planner, Financial Planning Association of Singapore
Advanced Certificate in Training and Assessment, SkillsFuture Singapore

Professional Affiliations

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

Mr. Danny Lee

Currently serving as the branch director at Synergy Financial Advisers for the past 10 years, Mr Danny Lee brings extensive financial advisory experience. From life insurance to investment and estate planning and founding retirement advice, his career thus far has allowed him to work for other prominent firms such as AXA Life Singapore.

Working closely with the Chief Investment Officer, Mr. Lee serves as the senior adviser to the Investment Advisory Committee.

His primary interest lies in the investment advisory practice, where he tailors solutions to meet the diverse financial needs of his clients and helps them achieve their financial aspirations.

Prior to Synergy Financial Advisers, Mr. Lee was a Financial Services manager at AXA Life Singapore, working in the Life insurance and agency management areas.


Bachelor of Business, 2nd Class Upper Honours from Nanyang Technological University
Advanced Certificate of Learning and Performance from Institute of Adult Learning
Certified Financial Planner (CFP), FPAS
IBF Advanced (IBFA) Level 3, IBF

Professional Affiliations



Investment Advisory

This information you have provided will be treated with the strictest confidentiality and in accordance to the IFPAS Data Protection Policy and Kaplan Australia Privacy Policy.

© 2024 High Net Worth Certification
Site by Clutch Digital