Management Committee


CEO

Adrian Peh

CHIEF EXECUTIVE OFFICER

ChFC®, CLU®, CMFA, CIAM, LUTCF


ED

Jeff Lee

EXECUTIVE DIRECTOR

CFP®


COO

Kelvin Yeo

CHIEF OPERATING OFFICER

CFP®, ChFC®


Desmond Goh

HEAD TRAINING & COMPETENCY


Teo Seng Huat

HEAD LEGAL & COMPLIANCE


Bernard Seow

HEAD BUSINESS DEVELOPMENT



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 ChFC®, CFP®

SPIRE BRANCH

David Tang CFP®

TITAN BRANCH

Tan Tiong Eng CWM