Experience

TallRock Capital

• Singapore
• Financial Services
• 1 - 100 Employee

• Associate Partner

  • Sep 2020 - Present

  Located at the hub of the Central Business District at Raffles Place, TallRock Capital is a boutique financial planning firm with a team of experienced professional financial services representatives. Our expertise include: ✔ Capital Investment ✔ Portfolio Management ✔ Pension Planning ✔ Retirement Planning ✔ Education Fee Planning ✔ Tax Planning and Tax Efficient Savings/Investment Options ✔ SIPP & QROPS (Pension Transfers) ✔ Family Protection &… Show more Located at the hub of the Central Business District at Raffles Place, TallRock Capital is a boutique financial planning firm with a team of experienced professional financial services representatives. Our expertise include: ✔ Capital Investment ✔ Portfolio Management ✔ Pension Planning ✔ Retirement Planning ✔ Education Fee Planning ✔ Tax Planning and Tax Efficient Savings/Investment Options ✔ SIPP & QROPS (Pension Transfers) ✔ Family Protection & Insurances ✔ Wills, Estate & Succession Planning Show less Located at the hub of the Central Business District at Raffles Place, TallRock Capital is a boutique financial planning firm with a team of experienced professional financial services representatives. Our expertise include: ✔ Capital Investment ✔ Portfolio Management ✔ Pension Planning ✔ Retirement Planning ✔ Education Fee Planning ✔ Tax Planning and Tax Efficient Savings/Investment Options ✔ SIPP & QROPS (Pension Transfers) ✔ Family Protection &… Show more Located at the hub of the Central Business District at Raffles Place, TallRock Capital is a boutique financial planning firm with a team of experienced professional financial services representatives. Our expertise include: ✔ Capital Investment ✔ Portfolio Management ✔ Pension Planning ✔ Retirement Planning ✔ Education Fee Planning ✔ Tax Planning and Tax Efficient Savings/Investment Options ✔ SIPP & QROPS (Pension Transfers) ✔ Family Protection & Insurances ✔ Wills, Estate & Succession Planning Show less



AAM Advisory Pte Ltd

• Singapore
• Financial Services
• 1 - 100 Employee

• Senior Financial Planner

  • Jan 2013 - Sep 2020

  AAM Advisory is part of Old Mutual Wealth, a leading wealth management business in the UK and Internationally. AAM Advisory is part of Old Mutual Wealth, a leading wealth management business in the UK and Internationally.



HSBC Bank

• Spain
• Banking
• 1 - 100 Employee

• Senior Financial Planning Manager

  • Apr 2007 - Dec 2012

  HSBC is one of the world’s largest banking and financial services organisations. They operate an extensive branch network across the UK and also offer a broad range of commercial, corporate and private banking services. I started off as a Mortgage Manager and ended my tenure with the company as a Senior Financial Planning Manager working within the Premier Client division.. For my performance at HSBC UK was awarded by regular advancements since I joined in 2007. My primary… Show more HSBC is one of the world’s largest banking and financial services organisations. They operate an extensive branch network across the UK and also offer a broad range of commercial, corporate and private banking services. I started off as a Mortgage Manager and ended my tenure with the company as a Senior Financial Planning Manager working within the Premier Client division.. For my performance at HSBC UK was awarded by regular advancements since I joined in 2007. My primary responsibility as the Senior Financial Planning Manager was to advise my corporate and private clients on all areas of high-level strategic financial planning. Additionally, I was also involved in coaching and developing branch teams to produce high-quality financial planning referrals, building efficient and productive working relationships with Premier Relationship Managers to encourage quality introductions and delivering Group Personal Pension presentations to small businesses. My achievements are a reflection of what I have learnt at HSBC. That was where I gained a firm grounding in the building of long-term relationships and meeting clients’ needs by giving quality investment and financial advice. Show less HSBC is one of the world’s largest banking and financial services organisations. They operate an extensive branch network across the UK and also offer a broad range of commercial, corporate and private banking services. I started off as a Mortgage Manager and ended my tenure with the company as a Senior Financial Planning Manager working within the Premier Client division.. For my performance at HSBC UK was awarded by regular advancements since I joined in 2007. My primary… Show more HSBC is one of the world’s largest banking and financial services organisations. They operate an extensive branch network across the UK and also offer a broad range of commercial, corporate and private banking services. I started off as a Mortgage Manager and ended my tenure with the company as a Senior Financial Planning Manager working within the Premier Client division.. For my performance at HSBC UK was awarded by regular advancements since I joined in 2007. My primary responsibility as the Senior Financial Planning Manager was to advise my corporate and private clients on all areas of high-level strategic financial planning. Additionally, I was also involved in coaching and developing branch teams to produce high-quality financial planning referrals, building efficient and productive working relationships with Premier Relationship Managers to encourage quality introductions and delivering Group Personal Pension presentations to small businesses. My achievements are a reflection of what I have learnt at HSBC. That was where I gained a firm grounding in the building of long-term relationships and meeting clients’ needs by giving quality investment and financial advice. Show less



Allen Charlton Wealth Management Ltd

• Financial Adviser

  • 2005 - 2007

  Allen Charlton Wealth Management is a privately owned Independent Wealth Management practice, offering financial planning services to High Net Worth clients, Corporate organisations and Trusts. During my service with Allen Charlton Wealth Management, my core responsibilities include prospecting and generating new business leads from the database of clients to facilitate the growth of the firm. I was also in charge of the administration aspects which included elements of the para-planning… Show more Allen Charlton Wealth Management is a privately owned Independent Wealth Management practice, offering financial planning services to High Net Worth clients, Corporate organisations and Trusts. During my service with Allen Charlton Wealth Management, my core responsibilities include prospecting and generating new business leads from the database of clients to facilitate the growth of the firm. I was also in charge of the administration aspects which included elements of the para-planning process. Show less Allen Charlton Wealth Management is a privately owned Independent Wealth Management practice, offering financial planning services to High Net Worth clients, Corporate organisations and Trusts. During my service with Allen Charlton Wealth Management, my core responsibilities include prospecting and generating new business leads from the database of clients to facilitate the growth of the firm. I was also in charge of the administration aspects which included elements of the para-planning… Show more Allen Charlton Wealth Management is a privately owned Independent Wealth Management practice, offering financial planning services to High Net Worth clients, Corporate organisations and Trusts. During my service with Allen Charlton Wealth Management, my core responsibilities include prospecting and generating new business leads from the database of clients to facilitate the growth of the firm. I was also in charge of the administration aspects which included elements of the para-planning process. Show less