Chief Business Officer
Michael started his career in 1988 as a client adviser in an insurance company, moving upwards to the most senior position of Financial Services Director within 15 years. He also served as an affiliated consultant for investment products and services to IPP Capital Advisory concurrently from 1990, and, in 1998, he was made equity partner.
Appointed senior partner of IPP Financial Advisers in 2003, he managed an advisory group of over 70 financial planners, headed the IPP Advanced Planning Services function and contributed strategies for IPP’s Financial Planning Practice Standards committee.
Michael founded QB4 Capital Advisory Group in 2006 and, within the IPP Advisory Group practice, established the QB4 Capital Private Clients Group in 2011. Here, he advises clients on their financial planning and investment advisory needs with a focus on asset accumulation, management and preservation strategies. He also consults financial institutions on strategic industry matters, wealth management, financial planning domain, systems, software for financial institutions and advisory firms.
Michael, currently Chief Business Officer, looking at various strategic business and partnership collaboration for new business verticals, to advance financial advisory and investment services for Singapore and regional clients.
Committed to advancing the industry, Michael served as Vice President and Chairman CE Committee: IFPAS – Insurance & Financial Practitioners Association Singapore from 1999 to 2003. He was speaker-advocate on financial planning for MAS public awareness financial education and was Chairperson of a working group ISO TC 222 – Personal Financial Planning, a special ISO committee set up to establish a worldwide standard for financial planners that was launched in 2006.