IPP Financial Advisers
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How To Achieve Financial Freedom

Planning for financial
success
Defining your need
List what you want
to accomplish
How IPP can help you
Get started

What does an IPP
Financial Practitioner do?

A Financial Practitioner
does not replace your lawyer, accountant or
anyone else with whom you have a professional
relationship. Instead, he or she works with them and coordinates the planning process.
Read more about IPP Financial Practitioners...

 
 
Our Partners Our Practitioners

THE TEAM - Our Directors

The organization is managed by a team of well-qualified practitioners and experienced partners. They are:

Director/Chairman
Wee Tiong Howe
  • Founder of IPP Financial Services Holding Limited
  • Inaugural Chairman, Asia Pacific Life Insurance Council
  • Former President of Life Underwriters Association of Singapore
  • Founding President of the Singapore Society of Financial Services Professionals
  • Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) - first in the region to be granted these designations

CEO
Shelton Chellappah
  • Professional Accountant with Fellow membership of International Accounting bodies
  • Veteran in the Life Insurance industry over 37 years in Singapore and the region
  • First CEO to establish and build Prudential operations in Indonesia
  • Dean of Pru University – virtual training centre for 14 life insurance and asset management operations for Prudential Asia
  • Lecturer at the Singapore College of Insurance for CLU + ChFC courses

Director
Kevin Wilkinson
  • 30 years in banking of which 18 years in Asia.
  • Former country head, private banking, for Singapore and Malaysia, Lloyds Bank
  • Former Director of private and merchant bankers, Hill Samuel
  • BA (Economics), ACIB, ChFC

Director/ Head, Investment
Albert Lam
  • 12 years of experience in investment products and services, including property financing and investment advisory
  • Bachelor of Arts in Economics from York University, Canada

Director/ Head, T&C
Tony Ong
  • Chartered Financial Consultant (ChFC) with American College
  • Fellow, Chartered Financial Practitioner (FChFP), an APLIC designation
  • Over 10 years of experience in wealth protection planning and agency management


Director/ Head, Branch Services
Tay Huai Eng
  • Bachelor of Business Administration, National University of Singapore
  • Former Vice-President of the Life Underwriters Association of Singpaore
  • Over 20 years of experience in Wealth Protection Planning and Agency Management


Director/ Brokerage Consultancy and Mentoring
Patrick Tan
  • Over 10 years experience in Financial Services Marketing Sales and Management
  • Graduate Diploma in Electronic Engineering, Diploma in Life Insurance, Associate Financial Planner(AFP), Associate Wealth Planner (AWP)

Our Partners Our Practitioners

 
Build and Own Your career with IPP Financial Advisers Now!
 


Six steps in financial planning process

1. Establish a
Client-Planner
Relationship
2. Client Data Gathering and Defining Goals & Objectives
3. Analysis of Current
Financial Plan
4. Development of
Comprehensive
Financial Plan
5. Implementation & Execution
6. Periodic Review & Update

 

How to get started!


 
 
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