Investment Specialist
MAS Rep No: CCS100003095
Languages: English, Mandarin
Industry Experience: 25 years
Stocks & Shares
Ownership of the company through shares traded on Global Stock exchanges such as the SGX, HKEx, NYSE, SSE, NASDAQ, Bursa, etc
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
Other Specialties
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
Wuhu P (From Google review at Phillip Wealth Advisory)
Client
Aug 2026
Thad Clare (From Google review at Phillip Wealth Advisory)
Client
Aug 2026
Gwen LT (From Google review at Phillip Wealth Advisory)
Client
Aug 2026
Des Hoe (From Google review at Phillip Wealth Advisory)
Client
Aug 2026
Tan TC (From Google review at Phillip Wealth Advisory)
Client
Aug 2026
LayBee Ong (From Google review at Phillip Wealth Advisory)
Client
Aug 2026
Eric Lim (From Google review at Phillip Wealth Advisory)
Client
Aug 2026
Dick Chua (From Google review at Phillip Wealth Advisory)
Client
Aug 2026
Wen hing Chow (From Google review at Phillip Wealth Advisory)
Client
Aug 2026
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