Having graduated from his Bachelors degree in Accountancy & Finance back in 2012, Kay has always taken a keen interest in the financial industry. Starting his career at Morningstar providing investment data and research to financial advisers, bankers and other finance professionals, gave him an initial taste of the industry and provided the platform upon which his career has been built.
Kay has been assisting expatriates & locals alike in Singapore since 2014. Clients rely on his wealth of knowledge and expertise built over a 10 year career within the financial industry, to advise on matters such as retirement, life insurance, legacy & estate planning as well as wealth management solutions.
An avid traveler, Kay has traveled to most of South East Asia immersing himself into the local cultures, appreciating the different ways of life across various destinations. You will also regularly find him breaking a sweat at the gym, harnessing his inner zen at Yoga, or playing basketball with the local neighbourhood youth.
Multi-Currency Wealth Management
Stocks, bonds & Structured Products
University and school fee planning
Legacy & Estate Planning
UK Tax Planning Solution
Australian Tax Planning Solutions
MAS Appointed Representative No. BK-300322759
Capital Markets & Financial Advisory Services Singapore – Singapore College of Insurance:
M5 – Rules & Regulations for Financial Advisory Services
M8 – Collective Investment Schemes
M8a – Collective Investment Schemes II
M9 – Life Insurance & Investment-linked Policies
M9a – Life Insurance & Investment-linked Policies II
HI – Health Insurance
Capital Markets & Financial Advisory Services Singapore – The Institute of Banking & Finance Singapore:
M6 – Securities Products & Analysis
M6a – Securities & Futures Product Knowledge
Bachelor's Degree, Bachelor of Arts, Accountancy & Finance - University of Brighton
Senior Consultant, Expat Advisory Group (Singapore)
IPP Financial Advisers Pte Ltd
2020 - Present
International Business Financial Consultant
Prudential Assurance Company Singapore
2019 - 2020
Co-Founder & Managing Director
Shake Farm Pte ltd
2017 - 2018
IFS - International Financial Services
2014 - 2017
Product Consultant/Sales Support
2012 - 2014
London, United Kingdom
Credit Control Specialist
Lloyds Banking Group
2010 - 2012
Brighton, United Kingdom
"Kay has been my financial consultant since 2018. He always conducts himself in a professional manner and demonstrates a high level of integrity and knowledge when providing me with financial advice."
- Billie J. Mesina - Associate Director, Huddleston Jones
"Kay has provided me with invaluable advice on planning for the future. I found him to be a trustworthy and knowledgeable adviser who can convey the message across in a simple yet effective manner."
- Ammar A. Ali - Manager, Alpha FMC
"Kay provided great support to me when it came to my investments. His knowledge around private pension planning allowed me to make a well informed decision about my long term investment strategy. Thanks to the plans I have now I feel that my financial future outside of work in my retirement is well protected."
- Paul Welsford - Co-Founder & Director, EVDots