HWP Family

Holistic Wealth Planners

We are a financial advisory team from Phillip Securities Pte Ltd.

Our team has more than 56 advisors and we are collectively servicing more than 38,000 clients with over $680 million in assets under servicing.

Holistic Wealth Planners have access to more than 40,000 financial products and solutions on our platform, allowing us to provide unbiased advice on the full suite of wealth protection and accumulation options available on the market.

Click on our team members’ profile photos to learn more about them.

FPAS
Louis Koay, CFA, CFP

Senior Financial Services Director

Evan Goh

Chief Training Officer

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Lina Foo, CFP, AEPP

Financial Services Director

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Dickson Pek, MBA

Financial Services Associate Director

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Lionel Wang

Financial Services Associate Director

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Robin Wee, CFP

Financial Services Associate Director

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Simon Foo, CFP

Financial Services Associate Director

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Aaron Yap

Associate Director

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Ivan Ong

Senior Financial Services Manager

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Evelyn Lee, CFP, AEPP

Financial Services Manager

Bee Ting

Executive Wealth Manager

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Vance Tan

Executive Wealth Manager

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Jeremy Lim

Senior Wealth Manager

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Steffi Teo, CFP

Senior Wealth Manager

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Albert Ong, CFP

Wealth Manager

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Alice Tng, AWP

Wealth Manager

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Amos Lee

Wealth Manager

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Andy Koh

Wealth Manager

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Angeline Teh

Wealth Manager

Bee Ling, CFP

Wealth Manager

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Charlene Tay

Wealth Manager

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Charles Loong, AWP

Wealth Manager

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Chiew Ling

Wealth Manager

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Choon Kai

Wealth Manager

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Darien Lee

Wealth Manager

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Eddie Lee

Wealth Manager

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Edwin Yap

Wealth Manager

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Elsie Ng, AEPP

Wealth Manager

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Hanna Ng

Wealth Manager

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Henry Yeo

Wealth Manager

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Ivan Lim

Wealth Manager

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Jeremiah Sam

Wealth Manager

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Jia Xin

Wealth Manager

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Jia Wei

Wealth Manager

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Joshua Lim

Wealth Manager

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Joviel

Wealth Manager

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Jun

Wealth Manager

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Kelwin Li

Wealth Manager

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Liang Seng

Wealth Manager

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Lynn Lian

Wealth Manager

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Mabel Lim

Wealth Manager

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Nur Ruby Lee, CFP

Wealth Manager

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Phay Lin

Wealth Manager

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Raymond Teng, CFP

Wealth Manager

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Roy Chim

Wealth Manager

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Sharon Beh

Wealth Manager

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Shirley Tey

Wealth Manager

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Sunardi

Wealth Manager

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Tesmmon Lee

Wealth Manager

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Theresa Lim, CFP

Wealth Manager

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