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Disclaimer & PDPA

HWP Family

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

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Dickson Pek, MBA

Financial Services Associate Director

Lina Foo, CFP, AEPP

Financial Services Associate Director

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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

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