Chua Kim Peng
Kim Peng entered the financial advisory industry in 2001, and since then, he has built up expertise across the entire spectrum of financial planning services. Today, he is the AG partner of Finerty Advisory Group.
He is a great believer in empowering individuals through education and has developed The CASHFLOW INDEPENDENCE™ Model, a framework for managing wealth; and YOUR KASHGROWTH™, a competency framework for financial practitioners. Kim Peng is a highly sought-after speaker and an appointed lecturer for the prestigious Certified Financial Planner and Chartered Financial Consultants courses.
Kim Peng holds the rank of Lieutenant Colonel in the Singapore Armed Forces, and has won several awards during his tenure. He is currently a commanding officer in an Operationally-Ready NS Unit.
He holds a Bachelor of Business (Banking & Finance), graduating with 100 per cent distinction. His list of professional designations includes Certified Financial Planner, Chartered Financial Consultant, Fellow Chartered Financial Practitioner, Associate Estate Planning Practitioner and Professional Estate Planner. He is also a member of Insurance and Financial Practitioners Association Singapore (IFPAS) and a curriculum board member of FPAS.
ABOUT FINERTY ADVISORY GROUP
At Finerty Advisory Group, our advisers develop holistic wealth strategies for our exclusive clientele of high net worth individuals, business owners, successful professionals and senior executives in the areas of wealth accumulation and retirement planning, wealth management and investment planning and business continuity and succession planning.
We firmly believe that our people’s success is our success. That is why we equip our advisers with everything they need to succeed, from administration support to regular client seminars and appreciation events as well as focus groups and mentorship programmes at various stages of their professional growth. At Finerty Advisory Group, having an open and sharing culture and being part of a close and cohesive team is just part and parcel of daily life.