Management Committee


CEO

Adrian Peh

CHIEF EXECUTIVE OFFICER

ChFC®, CLU®, FChFP, CMFA, CIAM


ED

Jeff Lee

EXECUTIVE DIRECTOR

CFP®


COO

Kelvin Yeo

CHIEF OPERATING OFFICER

ChFC®


Desmond Goh

HEAD OF TRAINING & COMPETENCY


Teo Seng Huat

HEAD OF LEGAL & COMPLIANCE


Bernard Seow

HEAD OF BUSINESS DEVELOPMENT


Maximus Teo

HEAD OF IT



Directors, Financial Advisory


ACCENDO BRANCH

Andrew Lee

CWMP
ACES BRANCH

Yvonne Seow

ChFC®, CWMP
FIRST BRANCH

Edmund Wee

AFPCM, CWMP
HIGHLIFE BRANCH

Jeffrey Tan JY

AEPP®
OPULENZ BRANCH

Neo Ley Lee

CFP®, CWMP
SPIRE BRANCH

David Tang

CFP®
TITAN BRANCH

Tan Tiong Eng

CWM