Louis Koay, CFP, CFA

Financial Services Director

MAS Rep No: KST300304181

Languages: English, Mandarin, Bahasa, Hokkien, Cantonese

Industry Experience: 7 years

ABOUT ME

Louis Koay is a dual-licensed representative at Phillip Securities Pte Ltd. He is also a trainer at Dr Wealth. He graduated from the National University of Singapore with First Class Honours and he is a CFA charterholder as well as a Certified Financial Planner. He is currently managing a team of 10 advisors and servicing more than 2,000 clients with asset under advisory of more than $25 million. Louis is the creator and trainer of the Personal Finance Fundamental Course, and the co-trainer for Intelligent Investors Immersive Program. He has trained more than 20,000 retail investors in analysing stocks and personal financial planning.

MY PROFESSIONAL SERVICES

MY ACHIEVEMENTS

  • Top of the table
    (2020)
  • Top Financial Advisory Consultant (Money Market Fund)
    (2020-2021)
  • Top Team Supervisor (Unit Trust)
    (2020-2021)
  • Overall Top Team Supervisor
    (2019)
  • AVIVA life insurance 3rd Runner Up
    (2018)
  • Top DualLicensed (FATR) Consultant
    (2017)
  • Top Securities Wrap Account
    (2017)
  • Top Trading Account Growth
    (2015-2017)

GET IN TOUCH

TESTIMONIALS

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