Dickson Pek

Financial Services Associate Director

MAS Rep No: PDX200061411

Languages: English, Mandarin

Industry Experience: 20 years

+65 9012 8172

dicksonpek@phillip.com.sg

https://www.dicksonpek.com/

ABOUT ME

I have been in the Wealth Management industry for 20 years. I am currently a private wealth & investment specialist at Phillip Wealth Advisory and have been with the organization since 2014. I lead investment strategies for my clienteles under my professionally-managed wrap accounts emphasizing goals-based and risk-adjusted client solutions. Prior to joining Phillip Securities, I served 10 years as a Relationship Manager from retail to private banking where I consulted and delivered investment solutions to HNWs (High Net Worths) in Asia. I've also won numerous awards during my stint both in banking & Phillip Securities.

MY PROFESSIONAL SERVICES

MY ACHIEVEMENTS

  • PhillipCapital - Flying Start Qualifier
    (2014-2023)
  • COT
    (2023)
  • MDRT
    (2022)
  • PhillipCapital - Best Effort Award
    (2014)

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