Investment Specialist
MAS Rep No: CCS100003095
Languages: English, Mandarin
Industry Experience: 24 years
Managed Account Services
Individually managed investment portfolios that are beneficially owned by the individual investor and managed on a discretionary basis
Securities Advisory Service
Receive bespoke investment advice from your investment specialist with access to local and foreign stock markets
SMART Park
An excess funds facility that manages your idle cash into money market fund to help you maximise your investment opportunities
SMART Portfolio
Simplify your investing experience with our robo-advisory that matches a best-fit portfolio based on your online risk analysis
HK Lim (From Google review at Phillip Wealth Advisory)
Feb 2025
Joseph Ho (From Google review at Phillip Wealth Advisory)
Dec 2024
Chua TJ (From Google review at Phillip Wealth Advisory)
Client
Nov 2024
YongHo Ho (From Google review at Phillip Wealth Advisory)
Oct 2024
Cassandra Cheng (From Google review at Phillip Wealth Advisory)
Client
Oct 2024
Sudin Chung (From Google review at Phillip Wealth Advisory)
Client
Oct 2024
Jess Yeo (From Google review at Phillip Wealth Advisory)
Client
Oct 2024
Taikoeer Lim (From Google review at Phillip Wealth Advisory)
Oct 2024
John (From Google review at Phillip Wealth Advisory)
Oct 2024
Dick Chua (From Google review at Phillip Wealth Advisory)
Client
Oct 2024
Michael Yang (From Google review at Phillip Wealth Advisory)
Oct 2024
Kathy, CIO of The Joyful Investors
May 2024
Ethan Ho, Head of Platform, Shareinvestor
May 2024
Lim Jun Yuan, thesingaporeinvestor.sg
May 2024
Shanison Lin, Founder of InvestingNote
May 2024
Alex Tan
Client
Jul 2021