Luke Fehnert CFP, ChFC, IBFA

Senior Vice President, Wealth Management at Linc Private Solutions 'representing Synergy Financial Advisers'
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Contact Information
us****@****om
(386) 825-5501
Location
SG
Languages
  • Japanese Limited working proficiency

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Bio

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Experience

    • Senior Vice President, Wealth Management
      • 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).

    • Singapore
    • Financial Services
    • 1 - 100 Employee
    • Vice President, Wealth Management
      • 2020 - Nov 2022

    • Senior Financial Planner
      • 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).

    • Singapore
    • Financial Services
    • 500 - 600 Employee
    • Senior Adviser
      • Dec 2005 - May 2010

      Expatriate Wealth Management and Holistic Portfolio & Protection advice. Expatriate Wealth Management and Holistic Portfolio & Protection advice.

    • Independent Financial Advisor
      • Sep 2004 - Sep 2005

      Expatriate Wealth Management and Holistic Portfolio & Protection advice. Expatriate Wealth Management and Holistic Portfolio & Protection advice.

  • Fehnert Plc
    • London and Midlands
    • Corporate Financial Adviser
      • Jun 1996 - Jul 2004

      Advising high net worth individuals and businesses. Advising high net worth individuals and businesses.

Education

  • Singapore Collage of Insurance
    Chartered Financial Consultant (ChFC)
    2016 - 2018
  • IBF Advanced
    2018 - 2018
  • FPAS
    Certificate of Financial Planning (CPF)
    2014 - 2016
  • Singapore College of Insurance
    Financial Planning Certificates: M5, M8, M9 & H1
    2005 - 2005
  • Chartered Insurance Institute
    Financial Planning Certificate
    1994 - 1996
  • Northamptonshire Grammar School
    High School
    1990 - 1994

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