Luke Fehnert CFP, ChFC, IBFA
Senior Vice President, Wealth Management at Linc Private Solutions 'representing Synergy Financial Advisers'- Claim this Profile
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Japanese Limited working proficiency
Topline Score
Bio
Experience
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Linc Private Solutions 'representing Synergy Financial Advisers'
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Financial Services
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1 - 100 Employee
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Senior Vice President, Wealth Management
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Sep 2022 - Present
Luke is a Senior VP of LINC Private Solutions. He uses his experience and knowledge developed over 26 years to provide individuals and companies with tailored financial solutions. Since 1996 Luke has been working as a Financial Planner in London, Tokyo and Singapore. Prior to joining LINC, his experience includes working as an Independent Financial Adviser for Fehnert plc in the UK, Towry Law International in Japan and since 2005 in Singapore. In addition to the professional qualifications needed to provide financial advice in Singapore, Luke achieved the Financial Planning Certificate FPC in the UK and currently holds: • Certified Financial Planner CFP® • Chartered Financial Consultant ChFC® • Institute of Banking and Finance Advanced IBFA He is a member of the Financial Planning Association of Singapore (FPAS). Luke’s financial planning expertise includes investment planning, protection planning, international property finance and business financial planning. Luke’s considerable experience in a diverse range of jurisdictions has enabled him to develop excellent knowledge of the options available to international individuals and companies. Luke is qualified and regulated by the Monetary Authority of Singapore as a Financial Adviser Representative (LSA100044483).
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AAM Advisory Pte Ltd
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Singapore
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Financial Services
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1 - 100 Employee
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Vice President, Wealth Management
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2020 - Nov 2022
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Senior Financial Planner
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Jun 2010 - 2020
Luke is a Senior Financial Planner of AAM Advisory Pte Ltd. He uses his experience and knowledge devel- oped over 22 years to provide individuals and companies with tailored financial solutions.Since 1996 Luke has been working as a Financial Planner in London, Tokyo and Singapore. Prior to joining AAM Advisory, his experience includes working as an Independent Financial Adviser for Fehnert plc in the UK and Towry Law International in Japan.In addition to the professional qualifications needed to provide financial advice in Singapore, Luke achieved the Financial Planning Certificate FPC in the UK and currently holds:• Certified Financial Planner CFP®• Chartered Financial Consultant ChFC®• Institute of Banking and Finance Advanced IBFAHe is a member of the Financial Planning Association of Singapore (FPAS).Luke’s financial planning expertise includes investment planning, protection planning, international property finance and business financial planning. Luke’s considerable experience in a diverse range of jurisdictions has enabled him to develop excellent knowledge of the options available to international individuals and companies.Luke is qualified and regulated by the Monetary Authority of Singapore as a Financial Adviser Representative (LSA100044483).
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Professional Investment Advisory Services Pte Ltd
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Singapore
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Financial Services
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500 - 600 Employee
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Senior Adviser
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Dec 2005 - May 2010
Expatriate Wealth Management and Holistic Portfolio & Protection advice. Expatriate Wealth Management and Holistic Portfolio & Protection advice.
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IFG Asia (Tokyo)
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Tokyo
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Independent Financial Advisor
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Sep 2004 - Sep 2005
Expatriate Wealth Management and Holistic Portfolio & Protection advice. Expatriate Wealth Management and Holistic Portfolio & Protection advice.
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Fehnert Plc
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London and Midlands
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Corporate Financial Adviser
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Jun 1996 - Jul 2004
Advising high net worth individuals and businesses. Advising high net worth individuals and businesses.
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Education
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Singapore Collage of Insurance
Chartered Financial Consultant (ChFC) -
IBF Advanced
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FPAS
Certificate of Financial Planning (CPF) -
Singapore College of Insurance
Financial Planning Certificates: M5, M8, M9 & H1 -
Chartered Insurance Institute
Financial Planning Certificate -
Northamptonshire Grammar School
High School