Holistic Wealth Planners
We are a financial advisory team from Phillip Securities Pte Ltd.
Our team has more than 42 advisors and we are collectively servicing more than 7800 clients with over $500 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.

Louis Koay, CFA, CFP
Senior Financial Services Director

Evan Goh
Chief Training Officer

Dickson Pek, MBA
Financial Services Associate Director

Lina Foo, CFP, AEPP
Financial Services Associate Director

Lionel Wang
Financial Services Associate Director

Robin Wee, CFP
Financial Services Associate Director

Simon Foo, CFP
Financial Services Associate Director

Andy Koh
Financial Services Manager

Evelyn Lee, CFP
Financial Services Manager

Vance Tan
Executive Wealth Manager

Steffi Teo, CFP
Senior Wealth Manager

Alice Tng
Wealth Manager

Angeline Teh
Wealth Manager

Bee Ling
Wealth Manager

Charles Loong, AWP
Wealth Manager

Chiew Ling
Wealth Manager

Choon Kai
Wealth Manager

Darien Lee
Wealth Manager

Eddie Lee
Wealth Manager

Edwin Yap
Wealth Manager

Elsie Ng, AEPP
Wealth Manager

Hanna Ng
Wealth Manager

Henry Yeo
Wealth Manager

Ivan Lim
Wealth Manager

Joshua Lim
Wealth Manager

Jun
Wealth Manager

Kelwin Li
Wealth Manager

Liang Seng
Wealth Manager

Nur Ruby Lee, CFP
Wealth Manager

Phay Lin
Wealth Manager

Raymond Teng, CFP
Wealth Manager

Roy Chim
Wealth Manager

Sharon Beh
Wealth Manager

Theresa Lim, CFP
Wealth Manager