David Tong

Principal Investment Specialist

MAS Rep No: TSF100016383

Languages: English, Mandarin, Cantonese, Hokkien, Teochew

Industry Experience: 33 years

davidt@phillip.com.sg

ABOUT ME

I have been in the industry for over 30 years, starting off as a Remisier to now Principal Trading Representative, going through multiple bull and bear markets. With my wealth of experiences, I dedicated the last 5 years into managing client accounts for passive income. I also took up Financial Adviser license to expand the product range like wholesale bonds and Unit Trust to complement Stocks investing for passive income.

MY PROFESSIONAL SERVICES

Stocks & Shares

Ownership of the company through shares traded on Global Stock exchanges such as the SGX, HKEx, NYSE, SSE, NASDAQ, Bursa, etc

Unit Trust

Also known as Mutual Funds, provides investors access to qualified professionals to help them manage their money

Other Specialties

Private Portfolio Management
Securities Advisory Services

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

GET IN TOUCH

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