Name: Francis Tan Thiam Hock
Job Title: Financial Services Associate Director
Qualification: Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Life Underwriter Training Council Fellow (LUTCF)

My clients know me as Francis Tan. Being in this business for over 30 years, I have the privilege of working together with a wide range of driven individuals, from career builders to aspiring early retirees. Together with my clients, I provide objective financial advice and curate them accordingly to their unique financial situations.

I believe that a systematic and practical approach in assisting my clients towards their goals is the foundation of building a lifetime aspiration. It is more than a mere sales client relationship, but rather, relationships that are built on trust.

It is not just the trust that my clients have in me, but also the trust that my team placed in me. I am currently leading a team of financial services consultants who share the same missionary approach to help people in areas of income protection, wealth accumulation and retirement planning. It is only with trust that a team can go far, and as a leader myself, I am committed to inculcating strong values and resilient mindsets in my team so that they will deliver their very best to their clients and loved ones.

Name: Jenny Ong Lay Hoon
Job Title: Financial Services Associate Director

My name is Jenny Ong and I have been in this industry for over two decades. Throughout my career, I have established my reputation for building relationships with my clients and this helped me to grow and further develop my skill sets. Now, I lead a team of twelve financial services consultants. I aim to be that leader who can inspire others to dream more, learn more, do more and become more.

Name: Francis Lee
Job Title: Financial Services Associate Director, Qualifying Member of MDRT
Qualification: Certified Financial Planner, IBFA, Diploma (Life Insurance and Manufacturing Engineering)

With over 27 years of experience, I have helped many individuals, corporations and families plan for their protection, financial & retirement planning. As an adviser, I hold many achievements including Top New Adviser, Second runner up Adviser, Top Unit Manager in the company as well as qualifying for MDRT in 2020. Now as a Premier Leader with AIA, I recruit, coach and manage a team of dedicated Financial Services Consultants.

As a detailed planner, I am driven to achieve my own and assist my team advisers’ personal and professional goals. With my experience, I look forward to mentor aspiring financial services consultants and helping you in achieving financial independence. Besides financial planning, I enjoy horology, films, cycling and running.

Name: Richard Tan Kok Seng
Job Title: Financial Services Associate Director, Life and Qualifying Member of MDRT, COT Qualifier
Qualification: Chartered Financial Consultant (ChFC)

Being in the insurance industry has been tough and challenging, but my journey in EAS has been a fulfilling and rewarding one. As a MDRT qualifier for the past 24 years, I am given the opportunity to lead the EAS MDRT Club as its Chairperson. With this appointment, I hope to further motivate aspiring financial services consultants to strive their very best to hit their MDRT year after year.

Name: Goh Anthony
Job Title: Financial Services Manager
Qualification: Certified Financial Planner (CFP), Life Underwriter Training Council Fellow (LUTCF), Dip Life Insurance

I began my career in the Life Insurance industry back in 1987 with Wing On Life Insurance which was later acquired by AXA Life in 1995. Currently, I am a Managing Partner of Elite Advisory Services.

As a Certified Financial Planner (CFP) and a Life Underwriter Training Council Fellow (LUTCF), I have a wealth of experience in the Life and General insurance industry and have produced more than 15 Million Dollar Round Table (MDRT) qualifiers in the last three decades under my leadership.

I am highly passionate in the High Net Worth Markets and am always looking to inspire Financial Services Consultants to open up their High Net Worth Markets themselves through my coaching and mentoring.

Name: Simon Ong Thiam Huat
Job Title: Personal Wealth Manager, Life and Qualifying Member of MDRT
Qualification: ChFC, Dip in Financial Planning

A common question I get it, “Why do you care so much about helping people plan for their finances?” Like many people out there, I saw how confusing insurance can be. First-hand experience helped me to appreciate the importance of financial planning because the choices that you made today will impact you and your loved ones in the future. And this is how I decided to venture into this profession.

I have been in this industry for the twenty years, qualifying for the prestigious Million Dollar Round Table (MDRT) for the past sixteen years. I specialise in helping families and businesses find comprehensive solutions that best suit their needs and budget.

Name: Eddie Ng Thiam Soon
Job Title: Senior Personal Wealth Manager, Life and Qualifying Member of MDRT

When people ask me how to become successful in life, I would tell them to always end the day with a positive thought. No matter how hard things get, grab the opportunity to make tomorrow a better day.

I have lived by this mantra since I began my career as a Financial Services Consultant in 2005. Thinking positively allow me to see opportunities ahead, and this is how I managed to develop and maintain lead positions in sales. My awards and achievements include attaining the Top Producer in the company, as well as qualifying for the prestigious Million Dollar Round Table (MDRT) for the past 15 years.

Name: Lambert Ho Yew Ping
Job Title: Senior Personal Wealth Manager, Qualifying Member of MDRT
Qualification: BA (Hons) AEPP

One of the most important lessons that I have learnt over the past decade in the financial services industry is that personalised service is essential when matching clients with the right financial products and services. As a Senior Personal Wealth Manager, I am dedicated to learning about your personal goals. Together we will help build your financial portfolio focused on your specific needs.

Name: Kelvin Ng
Job Title: Personal Wealth Manager, Qualifying Member of MDRT
Qualification: Diploma in Business Info-technology

Being a very young financial services consultant 9 years ago in 2012, it was not an easy path for a 22-year-old who decided to step into the financial services industry with no network or connections from the outside world. Being in his first job, Kelvin almost left the financial industry in the second year of his career due to overwhelming rejections. However, he tried his best and pushed himself. The daily door knocking at HDBs, surveying for leads at MRT stations and roadshows helped him to expand his network and clientele base. Today, Kelvin is the youngest ever MDRT qualifier in the EAS district.

Kelvin believes in treating all his clients fairly and always only give professional financial advice based on client’s needs. He strongly believes that effort and hard work will bring positive result.

Name: Wong Ching Ee
Job Title: Financial Services Consultant, Qualifying Member of MDRT
Qualification: Diploma in Business Process Quality Engineering

Insurance helps protect the things that are important to you, but I don’t stop there. I take every day with three things in mind: providing exceptional service, creating relationships, and having fun along the way.

Qualifying for the prestigious Million Dollar Round Table (MDRT) this year has made me appreciative of the trust that my clients placed in me. I will continue to strive hard to exceed their expectations with service that is both responsive and reliable. I look forward to partnering you on your journey to financial freedom.

Name: Tan Guat Liang
Job Title: Financial Services Consultant
Qualification: BSc, ChFC, AEPP

My love of helping people to plan for their finances makes me a trusted financial services consultant, and this is what inspired me to carve a successful career in this industry for over 30 years. I am passionate about the needs and goals of my clients, and I specialise in bringing a peace of mind to them who have previously struggled with their financial planning. In my spare time, I enjoy a good day out with my family.

Name: Serene Phung Sau Ling
Job Title: Personal Wealth Manager
Qualification: CA, Singapore

I have been in this Financial Services line since 2004. With my years of experience, my expertise lies in Life and Health Insurance, as well as General Insurance. I am friendly and approachable, and my clients often approach me for advice on financial planning – they said I was their go-to person when it comes to this aspect. In my free time, I love spending time with my family and friends, be it travelling or going on picnics with my children.

Name: Tony Tay Soon Hin
Job Title: Financial Services Consultant

I began my financial services career with AXA Insurance twenty years ago, before joining Elite Advisory Services (EAS) in 2010 to represent AIA Singapore.

Using my years of experience in this industry, I possess the foundation, experience and knowledge to bring a uniquely balanced perspective to my clients. I am also directly involved in educating the new generations of Financial Services Consultants within the agency in my capacity as a Managing Partner of EAS.

Acknowledged as an expert in the areas of general insurance and corporate insurance, feel free to approach me for your financial planning needs.

Name: Teo Siao Ying Amy
Job Title: Personal Wealth Manager
Qualification: Chartered Financial Consultant (ChFC)

I am Amy Teo, a Personal Wealth Manager with more than ten years of experience. I have been assisting my customers with their personal and family’s protection cum retirement needs since. I advocate planning is a long-term partnership with my customers. Consistent and attentive customer service is my commitment.

I am a certified Chartered Financial Consultant. With the knowledge I have acquired, I am consistently assisting my customers to better understand their needs, importance and advantages of early planning without compromising their lifestyle needs. Besides, assist with customers’ claims, periodic reviews, post sales services, incorporating new product solutions to customers’ existing planning are part of my professional extension. People who know me would describe me as a warm, truthful, determined, hardworking and jovial person.

In leisure, I enjoy different kinds of outdoor activity, dine and wine with friends. Last but not least, I love cooking and baking for my family and friends. Of course, my customers also get to taste my baking from time to time. Sharing is caring.

Name: Eric Tan Shi Wei
Job Title: Personal Wealth Manager
Qualification: AFC, B.Eng (Hons)

As Mr. Warren Buffet said “If you don’t find a way to make money while you sleep, you will work until you die.” This has been my financial planning philosophy for my clients as a Personal Wealth Manager for the last decade.

I make it my mission to get to know my clients, their dreams and goals in life and help them realise their dreams and be a leader in life.

Whether it’s asset management, ensuring and enhancing clients’ standard of living or risk management (personal or corporate). I take great pride in listening, internalising and customising the best financial program to meet their objectives with compassion and commitment.

I enjoy reading and writing, motivating others as a speaker/mentor and spending quality time with my family when I am not working.

Name: Tan Chee Beng
Job Title: Personal Wealth Manager
Qualification: BTech

A secret to my success has always been my attention to detail and my ability to fully recognise my clients’ financial planning needs. My strong work ethic has enabled me to build up a strong and healthy customer portfolio, including the High Net Worth space.

I am blessed with a beautiful wife and two handsome sons. When not at work, I can be found doing trekking and brisk walking to keep fit and healthy.

Name: David Low Chip Hung
Job Title: Financial Services Consultant
Qualification: Dip GI

Being in the financial services industry for almost three decades, I am a veteran and has served both individuals and organisations. Over the span of my career, I have established my reputation and built a solid foundation of corporate clients through my personalised advisory services. My clientele personally believes in the expertise that I provide, how I provide it and the benefits that they receive from it.

Name: Christine Tok Poh Cheng
Job Title: Financial Services Consultant

I am trained in sales before joining the Financial Services industry in 2019. Even though I am new to the industry, I emerged as the Top Rookie in my agency last year.

My clients enjoy working with me because my background in sales allows me to break down complex financial matters for easy understanding. I am much sought after for my advice on a wide range of topics, including retirement and CPF planning.

Feel free to call and connect with me today.

Name: Hanako Chan
Job Title: Financial Services Consultant

I strongly believe that insurance does not need to be complicated.

As a Financial Services Consultant, I help people to understand important financial planning concepts, strategies and tips to make sound decisions. It is pretty straightforward – I help them to streamline their financial planning options based on what works best for them. My goal is to provide a peace of mind for my clients.

Having been in the industry for the past 24 years, you can count on me for your financial planning needs.

Name: Philbert Tan Kian Poh
Job Title: Financial Services Consultant
Qualification: Trust and Estate Practitioner (TEP), First Steps® Advance Care Planning (ACP) Facilitator

With over 16 years of experience in financial services, I have been serving individuals and families as their trusted Financial Services Consultant since 2005. I was named as one of the top producers in the agency and have successfully helped over hundreds of families plan for their financial security. As a cornerstone of my professional experience, I have made it a priority to provide quality client service.

Name: Lee Yoke Fong Nancy
Job Title: Financial Services Consultant
Qualification: ChFc, BBA

Nancy Lee is a seasoned and self motivated insurance agent working alongside with the fast growing agency of Asia leading insurer.

Having a chartered financial services consultant certification, helps her to advise and devise need solutions strategies and wealth accumulation.

Her personal philosophy at work is to give her best effort and executes and delivers plans to benefit client’s needs and interest. Before into this industry, she has been a paint chemist in her earlier years and later became sales profession in a chemical environment for 12 years. She has been in the insurance industry for the past 21 years.

She is an avid jogger who enjoys the nature and loves the sun.

Her years of achievement earned her numerous overseas convention trips with fellow colleagues giving her great memories and a rewarding career.

Name: Lee Tuck Boon
Job Title: Financial Services Consultant

With over 20 years of experience in the financial services industry, I have been serving clients in both personal and corporate insurance. I am a people person, and I would describe myself as someone whom you can instantly connect with. Being the family-oriented guy that I am, I enjoy spending quality time with my family in my free time. You can count on me for both your personal and corporate financial needs.

Name: Ong Wei Xiang
Job Title: Financial Services Consultant
Qualification: Honours Degree

My hard work, charisma and true passion for this business has enabled me to build a reputation for outstanding service helping my clients with their financial planning. I specialise in all facets of the financial services industry, whether it be fresh graduates navigating through their adulthood, parents wanting to support their children, or older adults looking to retire early, they are all under my areas of expertise.

Name: Tan Wey Herng
Job Title: Financial Services Consultant
Qualification: Bachelor of Business (Management), IBF Level 1 Certification

I joined Elite Advisory Services in late 2019, pursuing both my degree and career at the same time. I had a simple goal of upgrading my financial literacy while also sharing what I have learnt from the agency with the peers around me.

Today, I help millennials who have just entered the workforce jumpstart and simplify financial planning. My biggest sense of achievement comes when I am able to provide a solution that could protect their hard-earned money, and at the same time allow them to continuously compound their money exponentially with a peace of mind while staying adequately covered through life-stages.

Work aside, I enjoy watching boxing and MMA – I’m a huge fan of Tyson Fury and Conor McGregor. I love helping my friends and clients succeed and wish that one day, you’ll succeed in your endeavours too. Of course, if you wish to pick my brain, slide into my DMs on Instagram (@weyherng).

Name: Yap Boon Hsing
Job Title: Financial Services Consultant

My name is Yap Boon Hsing and I am a Financial Service Consultant.

After spending seven years in the Research & Development industry, I felt that I could do more by directly benefiting the lives of others. Inspired by my senior who is in the insurance industry, I made the decision to do a career switch to become an adviser.

I bring along many traits honed during my previous job to help my clients secure their financial future. From problem solving in difficult situations to advising with integrity, I am committed to serving my clients in their best interests.

Known to many clients as both an adviser and friend, I believe in not just selecting the right tools for my clients, but also “having their backs” to achieve their goals for a better living. Financial security is attainable for everyone, it just requires comprehensive planning and action, and I hope to be given this opportunity to help you with this.

Outside of work, I am a family person who enjoys reading and watching movies.

Name: Ace Ng Hong Yuan
Job Title: Financial Services Consultant

I joined Elite Advisory Services since its establishment in 2010, proudly representing AIA Singapore Private Limited. I excel at providing customer service with a smile and will always go the extra mile to ensure the satisfaction of all my valued clients. My goal is to make each and every client to be financially free. I am passionate about cooking, family and playing music.

Name: Bryan Wong Thia Meng
Job Title: Financial Services Consultant
Qualification: Diploma in Business Administration

Three qualities to describe myself: creative, outgoing and loves to explore.

I am a Financial Services Consultant with Elite Advisory Services, representing AIA Singapore Private Limited. I am extremely motivated and my consultative approach enables me to build lasting relationships with my clients, who trust me to take this journey with them to reach their financial goals.

Prior to this, I was a Food & Beverage (F&B) owner. The foodie in me inspired me to venture into the industry and start my own businesses.

I graduated from the Singapore Polytechnic with a Diploma in Business Administration, specialising in Advertising & Public Relations.

Name: Danny Ong Gim Chuan
Job Title: Financial Services Consultant

I have been providing financial security to clients for the past 20 years. I believe in putting my clients first and I maintain the highest degree of exceptional experience to my clients by listening to their needs and working alongside them to implement a plan that meets their goals and concerns. My speciality lies in life insurance.

Name: Karen Poh Keng Chew
Job Title: Financial Services Consultant

There are no secrets to success. It is hard work, perseverance, learning, sacrifice, and most of all, love what you are doing. This career has been very rewarding and enriching, and it has broadened my perspective towards life.

I am a highly accomplished and disciplined Financial Services Consultant with more than twenty years of professional experience. During the span of my career, I have helped countless of individuals and enterprises find affordable financial solutions that meet their needs.

Feel free to contact me if you need help planning for your financial future. I am just a call away.

Name: Thomas Ong Eng Siang
Job Title: Financial Services Consultant

Brian Tracy once said, “Make your life a masterpiece; imagine no limitations on what you can be, have or do”. Since I made the decision to join the financial services industry twenty years ago, I will continue to strive to do my best to serve my clients and help them attain their goals.

Feel free to contact me for your insurance needs.

Name: Michelle Tan Soo Lyn
Job Title: Financial Services Consultant
Qualification: Masters of Science in Project Management

I am a newly-minted Financial Services Consultant who joined the industry in 2019. What I enjoy most about my role here is working closely with my clients and managing their needs. I believe in putting their needs first and I pride myself on my communication skills and ability to source for effective insurance solutions for them. My interests include reading and listening to music.

Name: Yap Kim Hong
Job Title: Financial Services Consultant

For over twenty years, I have been serving my clients as a Financial Services Consultant. I have helped hundreds of families secure their financial future with the highest level of customer service and satisfaction. Since 2010, I have been ranked as the top 20 in my agency.

As a certified foodie, I spend my weekends cooking and experimenting new recipes for my family and friends.

Name: Wee Tong Aun Larry
Job Title: Financial Services Consultant

Having been in the industry for the past twenty years, I have blazed a trail of numerous distinctive awards and recognition, including qualifying for the Million Dollar Club. I specialise in personal finance, working with individuals and families to craft out plans to reach their ultimate goals. Most of my clients have been with me well over a decade because they trust the way I work.

When I am not in office, you can find me going on trips to explore the world or trying out new places to eat.

Name: Wenda Okta Surya
Job Title: Financial Services Consultant
Qualification: BSc in Accounting and Finance

I began my career as a Financial Services Consultant with Elite Advisory Services in 2017. Graduating with an Accountancy degree, I am well-versed in the financial services industry and I specialise in helping to create financial security and building wealth for my clients. I have a heart for food and travelling, and I enjoy meeting new people and sharing my experiences with them.

Name: Dannon Hong Xiu Xian
Job Title: Financial Services Consultant
Qualification: Bachelors in Economics (Honors), Associate Wealth Planner (AWP)

My motto: Life is all about balance. Work hard, travel more, dine well and drink.

I became a Financial Services Consultant after graduating with a degree in Economics from NTU. I am a miles credit card enthusiast, and I enjoy travelling and exploring the world. I have been in this line since 2017 and I hope to use my extensive knowledge of the financial services market to guide my clients to achieve their financial goals.

Name: Cheong Yeong Chuan
Job Title: Financial Services Consultant

My career in the industry began as a Financial Services Consultant in 2010. My scope of work includes facilitating individuals and families to achieve financial security by coming up with a holistic approach to financial planning encompassing retirement planning, investment planning and insurance planning.

Name: Hui Kin Meng
Job Title: Financial Services Consultant

I am Hui, a Financial Services Consultant since 2010.

I have dedicated my professional career to helping individuals and families achieve their insurance and financial planning needs. Though my years of experience in the industry, I have gained a deep understanding of Life and Health insurance.

In my free time, I like to hang out with my friends and play team sports like basketball as a form of exercise.