Financial Services Career
After receiving his Bachelor’s Degree of Commerce (Majoring in Economics and Financial Planning) Sean spent several years collaborating with Australia’s biggest banks (Commonwealth Bank of Australia and ANZ). Along with his big brand experience Sean has also spent 9 years providing strategic investment advice for Expatriates living abroad.
Sean is known for his passionate dedication to increasing the standards of Financial Planning services for Expatriates in Singapore and with over 15 years of Financial Planning and Wealth Management experience, and is an integral member of the IPP Expat Advisory Group. He is a fully licensed Appointed Representative (SCA300366452) of IPP Financial Advisers and holds an Advanced Diploma of Financial Services (RG146) in Australia.
Out of The Office
Sean has his immediate family back home in Perth Australia which he tries to visit as much as possible. He loves to spend time hiking and playing chess. Sean also enjoys online daily trading and calisthenics.
University and school fee planning
Legacy & Estate Planning
Business Owner Solutions
Written Financial Plans
Australian Tax Planning Solutions
MAS Appointed Representative No. SCA300366452
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
Bachelor’s Degree in Commerce
Major in Economics and Financial Planning
Qualified Units for an Australian Financial Services License (RG146)
Principal Consultant, Expat Advisory Group
IPP Financial Advisers Pte Ltd
March 2018 - Present
AAM Advisory Pte Ltd
April 2016 - Feb 2018
Financial Planner/Wealth Manager
Compliance Officer/Para Planner
Jan 2005 - Jan 2009
Financial Planner/Wealth Manager
January 2011 - September 2015
"If you are an Australian expat in Singapore I would highly recommend Sean for investment planning. Very friendly, knowledgeable and has good insight into both Singapore and Australian markets.''
- Andrew Tually, Counsel at Carey Olsen
"Sean was professional and knowledgeable about the financial issues and considerations for Australians living in Singapore, and how to plan for eventual return to Australia."
- Scott Flower, Founder - GCORE
"Happy to recommend Sean. We found Sean to be friendly, diligent and thorough on his advise with no pressure."
- Sam Vilo, Managing Director - Head of ALM Singapore at Standard Chartered Bank
"First and foremost, Sean is a very personable personality, which is always important when navigating the world of personal finance, wealth creation and retirement planning. He was equally comfortable dealing with my rudimentary understanding of our options, as well as able to explain to my non-financial focussed wife in terms she was able to understand and appreciate. Sean was extremely knowledgable about the opportunities and potential pitfalls of investing and planning for long term savings as an Australian expat abroad. Not only was he able to repair some of my misconceptions, but the particular vehicle he advised fit our needs perfectly. I highly recommend Sean as someone to speak to for your future planning."
- Kiran Nagesh, General Manager - FastBreak Basketball Club
"I met with Sean to discuss my financial planning and he provided me a thorough plan which he took me through in a very straight forward manner. Sean was completely professional and I have no hesitation recommending him."
- Prabhu Chandramohan, Director - Deutsche Bank
"Sean has displayed a great knowledge in financial markets and has helped us to maximize our investment returns. He is very easy to talk to, making complicated concepts easy to understand. We have found him to be very reliable, which is critical in choosing a consultant to manage the family financial affairs. I would be comfortable to recommend Sean to anyone who is seeking quality financial advice."
- Claudia Lincoln, HR Cluster Head - GlaxoSmithKline