Take control of your life insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
John is an experienced advisor with a strong focus in private wealth management. Over the past decade, he has advised many high-net-worth individuals and businesses in matters relating to their assets.
John graduated with a Bachelor of Commerce with Majors in both Finance and Accounting in 2010 from the University of Queensland. Since then, he has attained the CFP (Certified Financial Planner) accreditation as well as being certified ‘Institute of Banking and Finance Advanced’, along with passing the CFA (Chartered Financial Analyst) level 1 exam. He also attained an MBA with Distinction from the University of Manchester and holds an Advanced Certificate in Trust Services from Nanyang Technological University’s Wealth Management Institute.
John has also been invited to speak at numerous conferences in the Asia-Pacific region on a wide range of topics relating to wealth management.
He believes strongly in an unbiased, independent financial advisory model and the value that his clients derive from it, be it relating to advice on investments, insurance, mortgages or wills and trusts.
In his personal time, he competes in Brazilian Jiu-Jitsu and works regularly with the Missionaries of Charity, an organisation dedicated to aiding the less fortunate.
Private Wealth Management
Investment Planning, Portfolio Review and Optimisation
Insurance Planning, Portfolio Review and Optimisation
Retirement Planning
Children Education Funding
Estate Planning (Wills & Trusts)
Business Succession Planning
Tax Planning
Mortgage Planning
Academic and Professional Qualifications
Master of Business Administration (Distinction), University of Manchester, 2021
Advanced Certificate in Trust Services, Nanyang Technological University’s Wealth Management Institute, 2021
Institute of Banking and Finance, Advanced (IBFA), 2017
Certified Financial Planner (CFP), 2012
Associate Estate Planning Practitioner (AEPP), 2012
Bachelor of Commerce (Double Majors in Accounting and Finance), University of Queensland, 2010
Diploma in Business Studies, Ngee Ann Polytechnic, 2006
Awards and Recognition
2022: Financial Alliance Quality Class (Eminence Class)
2021: Financial Alliance Quality Class (Eminence Star Class)
2020: Financial Alliance Quality Class (Eminence Class)
2019: Financial Alliance Quality Class (Prestige Class)
2018: Financial Alliance Quality Class (Eminence Class), Top Weighted Premium Awards (3rd Runner-up), Association of Financial Advisers (Singapore) Recognition Award
2017: Financial Alliance Quality Class (Merit Class)
2016: Financial Alliance Quality Class (Eminence Class)
2015: Financial Alliance Quality Class (Eminence Class), Top Productivity Growth
2014: Financial Alliance Quality Class (Prestige Class)
2013: Financial Alliance Quality Class (Eminence Class)
2012: Financial Alliance Quality Class (Prestige Class), New Consultant of the Year Award
John is an experienced advisor with a strong focus in private wealth management. Over the past decade, he has advised many high-net-worth individuals and businesses in matters relating to their assets.
John graduated with a Bachelor of Commerce with Majors in both Finance and Accounting in 2010 from the University of Queensland. Since then, he has attained the CFP (Certified Financial Planner) accreditation as well as being certified ‘Institute of Banking and Finance Advanced’, along with passing the CFA (Chartered Financial Analyst) level 1 exam. He also attained an MBA with Distinction from the University of Manchester and holds an Advanced Certificate in Trust Services from Nanyang Technological University’s Wealth Management Institute.
John has also been invited to speak at numerous conferences in the Asia-Pacific region on a wide range of topics relating to wealth management.
He believes strongly in an unbiased, independent financial advisory model and the value that his clients derive from it, be it relating to advice on investments, insurance, mortgages or wills and trusts.
In his personal time, he competes in Brazilian Jiu-Jitsu and works regularly with the Missionaries of Charity, an organisation dedicated to aiding the less fortunate.
Private Wealth Management
Investment Planning, Portfolio Review and Optimisation
Insurance Planning, Portfolio Review and Optimisation
Retirement Planning
Children Education Funding
Estate Planning (Wills & Trusts)
Business Succession Planning
Tax Planning
Mortgage Planning
Academic and Professional Qualifications
Master of Business Administration (Distinction), University of Manchester, 2021
Advanced Certificate in Trust Services, Nanyang Technological University’s Wealth Management Institute, 2021
Institute of Banking and Finance, Advanced (IBFA), 2017
Certified Financial Planner (CFP), 2012
Associate Estate Planning Practitioner (AEPP), 2012
Bachelor of Commerce (Double Majors in Accounting and Finance), University of Queensland, 2010
Diploma in Business Studies, Ngee Ann Polytechnic, 2006
Awards and Recognition
2022: Financial Alliance Quality Class (Eminence Class)
2021: Financial Alliance Quality Class (Eminence Star Class)
2020: Financial Alliance Quality Class (Eminence Class)
2019: Financial Alliance Quality Class (Prestige Class)
2018: Financial Alliance Quality Class (Eminence Class), Top Weighted Premium Awards (3rd Runner-up), Association of Financial Advisers (Singapore) Recognition Award
2017: Financial Alliance Quality Class (Merit Class)
2016: Financial Alliance Quality Class (Eminence Class)
2015: Financial Alliance Quality Class (Eminence Class), Top Productivity Growth
2014: Financial Alliance Quality Class (Prestige Class)
2013: Financial Alliance Quality Class (Eminence Class)
2012: Financial Alliance Quality Class (Prestige Class), New Consultant of the Year Award
Take control of your insurance by exploring our self-service options, offering autonomy and flexibility for knowledgeable individuals.
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提交此表格,即表示您已阅读并理解鑫盟理财私人有限公司的个人数据政策
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For those comfortable managing their own insurance needs, these are some options to purchase life insurance products without the assistance of an advisor. While this provides autonomy, it’s important to note that individuals are responsible for comprehending the policy details and managing any claims processes independently.
For those comfortable managing their own insurance needs, these are some options to purchase insurance products without the assistance of an advisor. While this provides autonomy, it’s important to note that individuals are responsible for comprehending the policy details and managing any claims processes independently.
Chubb Personal Accident Guard
Singlife Cancer Cover Plus II
TM Protect MosBite
Singlife Digital Saver II
AIA Solitaire PA (II)
Singlife CareShield Standard & Plus