… deep in our hearts, we all want to find and fulfill a purpose bigger than ourselves.
– Os Guiness
Christopher TanCAREER BACKGROUND
The Chief Executive Officer of Providend Ltd, Christopher has close to two decades of experience in the wealth management and financial planning industry. Professionally, he is a Certified Financial Planner and a member of the Financial Planning Association of Singapore. Christopher also sits on the management committee of Securities Investors Association of Singapore (SIAS). He is often quoted in publications for his expert opinion on financial matters. He has also spoken on financial planning issues to hundreds of entities, both local and overseas, including at the CFA Institute Annual Conference held in Singapore. For his contributions, Asia Financial Planning Journal awarded Christopher the First Prize for the Financial Adviser Representative of the Year in 2005. Christopher is the CEO and Co-Founder of Singapore’s first and sole fee-only independent financial adviser, Providend Ltd. In 2008, Providend was awarded the Singapore Prestige Brand Award (SPBA), the Promising Brand by the Association of Small and Medium Enterprise (ASME) and LianHe ZaoBao. This award was given in recognition of the unique model and successful brand Christopher has built together with his team. He also received the prestigious Most Promising Entrepreneur Award by the Asia Pacific Entrepreneurship Awards in 2009.
Ng Choon JinCAREER BACKGROUND
Choon Jin is the Chief Executive Officer of Providend Centre of Financial Education (renamed as Logos Learning – Logos from September 2014). It is a joint venture with Providend Private Limited (Providend), Singapore’s sole fee only independent private wealth management firm.Throughout his career, Choon Jin has trained financial services professionals from banks and insurance companies in areas of sales skills as well as different financial products. He has also spoken at client events in the matters of financial planning and education. These sessions for both professionals and the end customers ranged from small groups to having to address crowds of over 4,000 people as a platform speaker.Choon Jin’s regional business development role also saw him speaking overseas at conferences and client events regarding direct marketing of insurance and related topics. Through PCFE and Logos, Choon Jin educates staff from ministries and corporations such as Ministry of Home Affairs, CPF Board, OCBC Bank and HDB on financial and retirement planning and has given talks on managing your personal finances for national athletes, various schools and companies. He is a certified associate with an US brain based profiling tool called Emergenetics and use this tool to design solutions to help clients such as Energy Market Authority and Monetary Authority of Singapore to build their teams. Other than building teams, Choon Jin also facilitates management retreats and strategy sessions as part of his work in building leadership benchstrength for clients.
Choon Jin is also qualified as a certified Master Money Coach with Money Coaching Institute, USA, teaching people how to have a better relationship with money and thus making better financial decisions. As Asia’s first team of Master Coaches, he also trains professionals to become a certified Money Coach. He is also currently going through the process to be a Certified Action Learning Coach with World Institute for Action Learning.
Koh Ting LynCAREER BACKGROUND
Ting Lyn brings with her more than 12 years of experience in the education and training industry. She co-foundered Providend Centre of Financial Education (PCFE) in 2009. Currently, she is the Director of Business Development and Operations. In her role, she also works with the CEO in developing and executing strategic decisions. Ting Lyn led the organisation to be a reputable educator in financial education, with clients from Ministries and Statutory Boards. She was also key in remodelling PCFE’s business to one that “believes in building productive, effective and balanced individuals at work, at home and in the community, by being financially healthy, emotionally strong and mentally stable”. PCFE is now known as Logos Learning.Prior to co-founding Providend Centre of Financial Education, Ting Lyn was heading the Division for Wealth Management Programmes and Professional Qualifications at Kaplan Singapore.
Ting Lyn also has extensive experience in business development in the area of training and consulting. During her days with PSB Consulting, she was a project manager for Organisational Excellence Projects such as Singapore Service Class, ISO 9001, Singapore Quality Class and People Developer.
Ting Lyn holds a Bachelor of Arts (Psychology) from Murdoch University, Perth (Australia).
Joan SweeCAREER BACKGROUND
Joan Swee has more than twenty-five years of experience developing individuals and groups in business and non-profit organisations. As a training consultant and facilitator, she has worked extensively in the service and commercial industry, serving the training and development needs of frontline personnel to mid-management. She also partners with the management to change the mindsets and organisation culture, and to encourage continual learning of personnel at all levels. The programs that she has worked on include people skills training as well as coaching for personal effectiveness and development. Joan enjoys interacting with participants and delighting them with her lively style.
Joan is accredited by Lifeforming Leadership Coaching (USA) as a Life Coach and is currently an Associate Trainer with Leslie Choudhury International. She sits on the Management Board of a non-profit organisation, Wicare Support Group, and also volunteers as a Counselor. She holds a Master of Social Science in Professional Counselling and continues to provide counselling services to her clients. Joan is a certified Money Coach by the Money Coaching Institute, US.
Jerome SongCAREER BACKGROUND
Jerome has over 15 years’ experience in internal audit, external audit and general financial management across a wide range of industries during his initial years in KPMG Singapore and later with the CapitaLand group where he was the pioneer group in the setup of their Beijing operations. He has international experience working in Japan, Thailand and China over the course of his career and speaks fluent Japanese and Thai language.
He has formerly served as an independent Principal Consultant to Dentsu Asia Pte Ltd, the Asian regional headquarters of Dentsu Inc, one of the world’s largest advertising agencies. Prior to that, he was serving as the Deputy CFO of Dentsu Asia Pte Ltd for 6 years where he was responsible for the entire Asian group’s financial operations which span across 8 countries.
Jerome has conducted numerous in-house training during his career and has also served as an adjunct lecturer with Ngee Ann Polytechnic in the areas of accounting and finance. With Logos, he has trained staff from Ministry of Home Affairs, Housing Development Board and PSA for our financial literacy programs. Jerome has also trained with Kaplan Singapore on Business Management WSQ courses and rolled out “Finance for non-finance” and “Appraisal Feedback and Goal Setting” programs across the region with PWC Academy.
Jerome graduated from Cardiff University with a BSc in Accountancy (1st Class Honours) and is a non-practising Chartered Accountant (CA Singapore) in Singapore. He is also an ACTA Trainer, Assessor and Developer (WSQ Framework) awarded by WDA as well as a certified associate with an US brain based profiling tool called Emergenetics .
Evelyn GohCAREER BACKGROUND
Evelyn brings with her close to 2 decades of experience in the wealth management and financial planning industry. She is the Deputy Chief Executive Officer and Executive Director of Providend Limited. In her role, she supports the CEO in developing and executing strategic decisions for growth, as well as to oversee and ensure the efficient operation of the company. Prior to her current management position, Evelyn is an Advisory Team Director where she assists the top clients of Providend in their financial planning to achieve their life goals. Evelyn is often quoted in the media such as The Straits Times, The Sunday Times, Channel News Asia and FM93.8 for her professional opinions on financial matters. She has also fronted the financial column for DARE and invited to be one of the panel experts for Simply Her, both women’s magazines where she addresses the financial concerns raised by its readers. Evelyn was also one of the authors of the “Singapore Master Financial Planning Guide” by CCH Asia. In 2010, Evelyn was invited to be one of the panelists to address wealth management issues in Private Banking Asia organized by Terrapinn. Evelyn was one of the speakers who addressed the MHA officers in a series of investment talks in 2011 to guide them in making informed decisions pertaining their INVEST scheme. She was one of the trainers for PCFE’s (renamed as Logos Learning from September 2014) financial training workshops conducted for both MHA and MINDEF, and she has also addressed the NTUC Women Development Secretariat on money matters affecting women.
Eddy CheongCAREER BACKGROUND
Eddy is the Head of Financial Planning, responsible for overseeing the crafting of financial planning solutions for clients. In 2012, he developed the proprietary RetireWell, a pioneer financial planning model that addresses the unique risks retirees face and provides a strategy for creating safe income streams. Eddy brings with him 14 years in the financial planning industry, prior to which he spent two years as Finance Manager in a public-listed company and three years in a local accounting firm. Eddy is a Certified Financial Planner® and member of the Financial Planning Association of Singapore (FPAS). From 1997 to 2012 he was also a Certified Public Accountant and member of the Institute of Certified Public Accountants (ICPAS). Eddy is often sought for his expert opinion by the media, such as The Straits Times, The Business Times, and The Edge. He also co-authored the “Singapore Master Financial Planning Guide”. Eddy holds a Bachelor of Accountancy Degree from Nanyang Technological University.
Vincent TeyCAREER BACKGROUND
Vincent Tey brings with him more than two decade of experience in the wealth management & financial planning industry. He is the Executive Director and founding member of Providend Limited, an independent private wealth management firm. As part of the leadership team, Vincent and his partners take an unprecedented move in founding a successful fee-only financial advisory practice, bringing fresh perspective and much needed honest, independent and competent advices to the financial advisory landscape. Vincent currently heads the Client Advisory and Institutional Mandates division in Providend.
ACADEMIC, PROFESSIONAL & MILITARY ACHIEVEMENTS
Professionally, Vincent is a Certified Financial Planner and a member of the Financial Planning Association of Singapore. He currently advice and oversees investments in excess of S$40 million for his various institutional and private clients accounts.He is a speaker representing the Securities and Investors Association of Singapore, an industry association that partners MoneySENSE to conduct talks to educate Singaporeans on financial matters. Channel NewsAsia, Channel 5, and Channel U have also interviewed him on issues relating to personal finance.In the SAF, he achieved the prestigious Sword of Merit award, an award given to the top 10% of the Officer Cadet School cohort in 1990.
Lim Li HwaCAREER BACKGROUND
Li Hwa started her career in Jan 1983 as a Sales and Marketing Manager with Wang Computers Pte Ltd in which she was a frequent speaker at events held for clients for the company. These events ranged from workshops and seminars for small groups to product launch catering to several hundred attendees.In 1996, Li Hwa joined AIA Co Ltd as a Financial Services Consultant (FSC). As an FSC, she also had many opportunities to speak at seminars and workshops for clients on matters relating to insurance and financial planning. These included a series of talks to staff of Temasek Polytechnic , Home Team and National Health Institute.Over a period of 6 months in 2004, Li Hwa also assisted her husband in developing and implementing a financial literacy program for secondary school children, using his proprietary board game, MoneyTalkTM, as a facilitation tool. Li Hwa designed the training materials for this programme and was the lead trainer. In all, more than 1000 students from various schools participated in this programme. Li Hwa left AIA in September 2012 to focus full time on providing training in financial literacy programs for members of the public. With her many years of experience as both a businessperson and financial services consultant, she is well placed to share her professional expertise and personal experience in financial planning matters. She is also a volunteer with Wicare, a VWO that provides support to the widows and the fatherless, mentoring the widows and providing ad hoc counseling on financial matters.
Terry LeeCAREER BACKGROUND
A Coach with Logos Learning, Terry began his career as a business journalist. As with many things that started with “what”, he soon drifted to other “whats” — joining an established foreign exchange trading operations, co-founding a hedge fund, running someone’s design business, starting a training arm for a non-profit and starting his own design business.What is common among these job changes is the urge to be heard, to be recognised as someone who adds value to whatever team he is part of. This is why he gets out of bed each day – to have people listen to him and to achieve more. In the first quarter of 2014, Terry sold his shares in his design business, travels half the time (this is an understatement), and involved himself with the kind of work that does the exact opposite — to listen.In this mid-life career switch, Terry simply wants to give to people what he wishes to receive — time, clarity, freedom, recognition and joy. By first listening to budding entrepreneurs’ hopes and fears and by making resources click, Terry started businesses with them.Before the businesses strike gold, he does something that gives him immeasurable satisfaction. He coaches on life, business and creativity. Terry is currently an associate coach for Logos Learning’s Finishing Well™ coaching programme (Chinese language).