Our Team

Tan Jun Hou (Rep No. TJH300252652)

Executive Senior Financial Consultant

Jun Hou has been with GEFA under the agency group, The Associates for almost 8 years now, acquiring numerous local and international awards. His job scope encompassed an in-depth understanding of his client’s financial situation, to ensure all his client’s financial objectives are met according to their risk profiles.

Jun Hou believes that balancing hard work with a healthy body and mind is the key to his success as a financial consultant. He work out regularly right before he start his work in the morning and also a foodie who is willing to travel for good food.

LinkedIn : www.linkedin.com/in/tanjunhou
Instagram: @jhjhtjh

Sean (Rep No. SPJ300119911)

Senior Financial Consultant

Sean has been with GEFA under the agency group, The Associates since the start of his journey through adulting. As a second-year Finance student at NUS Business School, his interest in finance has evidently grown into a passion. Being an extrovert himself, there is no doubt he loves connecting with people from all walks of life and hearing everyone’s stories.

With his newfound connections, Sean finds himself making new friends and enjoys being jio-ed to play mahjong ???? He loves that everyone sees him as an approachable friend and trustworthy adviser, and is grateful for the ongoing journey he is on with The Associates.

https://www.linkedin.com/in/sean-pehjk
https://www.instagram.com/sean.pehjk/

Royston Tan (Rep No. TJR300580037)

Financial Consultant

Royston has been with GEFA under the agency group, The Associates for almost a year now. He joined the financial services industry in his final year as an undergraduate at the National University of Singapore, while pursuing a Bachelor’s Degree in Political Science.

Being an outspoken young gentleman, he finds fulfillment in connecting with people from all walks of life. Professionally, Royston prides himself on his resourcefulness in providing advice and solutions to his client’s problems through the reallocation of existing resources. He firmly believes that financial planning is not solely about selling products but providing solutions to meeting his clients’ financial goals.

Apart from work, Royston usually spends time with his loved ones or can be found with a good book on self-development. He lives by the quote, “Be comfortable with being uncomfortable”, as personal growth is often found outside of one’s comfort zone.

Instagram: @rroystontan

Oscar Wu (Rep No. WMO300102156)

Financial Consultant

Oscar has been in the Financial Consultant career since 2020. Despite the difference from his concurrent major in philosophy in NUS, he finds the journey in this business enriching thus far.

Helping his clients in time of needs, especially during claims, gives Oscar a great sense of meaning and fulfilment. Last but not least, Oscar loves to read and learn.

Instagram: Oscarwu831

Nicole Tan Li Yan (Rep No. TLY300099574)

Financial Consultant

Nicole has been with GEFA under the agency group, The Associates since 2020, as a Financial Consultant while completing her studies at NUS Business School. As a final year student, she decided to give the financial industry a try and at the same time clear her student loan before graduation. 

Nicole hopes to reach out to more young couples and assist them in understanding the importance of planning for their family future, as she does not want finances to be a problem for any family. She enjoys connecting with new people and being in this line allows her to reach out to more people. 

When Nicole is not at appointments or meetings, she can be found spending time with her loved ones chilling on the sofa watching Netflix or playing leisure mahjong.

LinkedIn: https://www.linkedin.com/in/nicoletanliyan
Instagram: @liyannn_ly

Ng Terry (Rep No. NT-300551321)

Senior Financial Consultant

Terry started his financial consultant career after graduating from NUS last year. Prior to that, he was actively involved in NUS Student Clubs and seeing a lot of his peers do not really know about Personal Finance and Insurance, he joined the financial industry to help his peers better understand through an education approach!

Terry makes sure to value add to his friends and clients through his sharing session, sharing very bite-sized knowledge and giving examples to improve the understanding of the different topics! He is a strong advocate of getting insured as early as possible as insurance is bought with health!

Other than sharing about personal finance and insurance, he is passionate about sustainable issues in Singapore, especially waste management and recycling! He is also a vegetarian, and he brings his friends to try the different vegetarian food around Singapore!

During his free time, he spends his free time with family and close friends, reading up on crypto news! Or just catching up on his sleep.

Instagram: @ngterry_

Peixian (Rep No. LPX300112793)

Financial Consultant

Peixian has been with GEFA under the agency group, The Associates since 2020. She was a marketer for 4 years before she decided to take a leap of faith & join the financial consultant career to help people in achieving their financial goals & dreams.

When Peixian is not at work she is usually looking for places with good food & drinks or disturbing her cat!  

Kenny Chau (Rep No. KJC300588544)

Financial Consultant

Kenny is currently pursuing a Bachelor of Business at Nanyang Business School (NBS), specializing in Risk Management and Insurance. Being an avid fan of Warren Buffet and coming to know of Buffett’s love for the insurance business, led Kenny to embark on this niche specialization.

Having experienced life in the operations side of the business, namely being in Property Underwriting, Kenny’s interests in the distribution side of the business begin to pique. Finally, after exploring for a year, speaking with numerous financial services Directors from different companies and being courted by his current leader, Richmond, Kenny decided to join GEFA under agency group, The Associates, as a Financial Consultant back in 2021.

Kenny firmly believes in the importance of Financial Planning, and that financial success comes because of making consistent financial efforts and sound decisions time after time. He hopes to share his knowledge and expertise with everyone that came into his life, to empower them with greater clarity and certainty over their finances because money when used wisely is a powerful tool – to support oneself, care for one’s family and help others who are in need.

Kenny’s vision is for all his clients and friends to become a millionaire one day which he believes is an achievable goal, with the right guidance, the right attitude and the right mindset about wealth management. It is just a matter of WHEN.

Instagram: @kennyjoshua_
LinkedIn: www.linkedin.com/in/kennyjoshuachau/

Kenneth Wong (Rep No. KWJ300564604)

Financial Consultant

Kenneth has been with GEFA under the agency group, The Associates for more than a year now. With experience as a Proprietary Trader and in Private Banking in Standard Charted Bank, Kenneth has a wealth of experience in Financial Markets and Investments.

Kenneth finds immense fulfillment in being able to help his clients build their wealth and achieve their goals through unorthodox uses of products and investment strategies. His insights into the financial markets and their various investment vehicles provide clients with a plethora of options to suit their dreams and goals.

In his free time, Kenneth enjoys a competitive game of tennis and loves pumping iron in the gym.

LinkedIn: https://www.linkedin.com/in/kenneth-wong-251b5b85/
Instagram: @kenneth.wjw

Kaylie Ong (Rep No. OWP300631965)

Financial Consultant

Kay has been in the banking industry for almost 8 years. Kay has always been happy to help her client to solve all their account-related queries and also takes the extra mile to advise clients on alternatives.

She soon decided to step out of her comfort zone by meeting new people to improve her public speaking. After a few months of working, she finds the most enjoyable time is when she is able to provide truthful and honest recommendations to her clients.

When not at appointments or meetings, Kay can be found working out at virgin active or F45!

Linkedin: https://www.linkedin.com/in/kayong
Instagram: wepeng

Ivan Yeow (Rep No. YJH300117505)

Financial Consultant

Ivan entered the financial consultant career as a Financial Consultant after attending one of Advisor’s Clique’s (Advisors Clique is a group of financial consultants representing Great Eastern Financial Advisers Private Limited(GEFA)) internship programs to learn about the nuances in Financial Planning.

Growing up in a dysfunctional family, Ivan experienced first-hand the financial and emotional impact of a lack of emotional and financial literacy in his household. To make ends meet, he lived below his means and worked multiple part-time jobs to supplement income at home and save up enough to fund his own university education. Due to his unique experiences, he made it his mission as a financial consultant to share his experience and expertise on financial and emotional literacy with people he meets to help guide them towards their personal and financial goals.

He firmly believes anything worthwhile that lasts should be built on well-cemented foundations, and a sound financial plan is hence an essential tool that guides a person towards achieving the things that want.

In his free time, Ivan enjoys upskilling himself through courses such as the Associate Estate Planning Practitioner (AEPP®) to further his knowledge of financial and estate planning to help individuals and families come closer together. Apart from that, he is passionate about teaching and coaching, as he involves himself through tutoring, facilitation, and Toastmasters to understand where others are and help guide them where they want or need to be.

Instagram: @ivan.yeowjh

Neo Say Chew, Glen (Rep No. NSC300030687)

Senior Financial Consultant

“Don’t ever underestimate how strong you can be if you set yourself a goal and you do nothing but strive for it everyday.”

Glen has been with GEFA under the agency group, The Associates for about 2 years and he joined them right after his graduation. What brings him great satisfaction about his job is when he is able to help his clients or friends in times of need without expecting anything. 

Another thing that makes him happy is the team that he can count on, not only on work related matters but on everything about life. Glen also finds it refreshing to meet new people everyday and is looking for like-minded people to experience the same type of growth that he had.

When not at appointments or meetings, you can be quite sure you will be able to find Glen in the gym. Some might even wonder if he stays in there. 

Germaine Wang (Rep No. WJM300556954)

Senior Financial Consultant

Germaine took the leap of faith to enter a leading financial institution in Singapore after joining one of Advisors’ Clique’s (Advisors Clique is a group of financial consultants representing Great Eastern Financial Advisers Private Limited(GEFA)) internship programs and is now in her second year in her career. She is currently pursuing a Bachelor in Business Administration (Finance) in NUS. 

She has always loved to help the people around her and learn more about others’ stories in life. Germaine strongly believes in spreading awareness and education for others’ to make better independent and sound financial decisions. Being a financial consultant enables her to do so in a personal manner, while empowering them to take decisive actions towards their goals.

Germaine currently holds a few accolades such as Master Fund Advisor (MFA), Associate Estate Planning Practitioner (AEPP/r), Institute of Banking and Finance Qualified (IBFQ) and Top Rookie among other accomplishments. Apart from work and school, Germaine loves to spend her free time with family and close friends. She loves to have some quiet time to read, especially books on personal development and do some exercise!

Instagram: @germiyy
LinkedIn: www.linkedin.com/in/wangjiemin

Francis Koh (Rep No. KSK300483191)

Senior Financial Consultant

Francis has been with GEFA under the agency group, The Associates for over four years now. He chanced upon this career opportunity after graduation, and was able to build up a deeper understanding on wealth management. This is especially interesting to him because he has been a vivid saver since young, and this allowed him to make more informed decisions on planning his finances moving ahead.

Being in this career allowed Francis to broaden his horizons in financial planning, where he is not just able to advise clients on traditional wealth protection and accumulation, but also in other areas, essentially making him a one-stop service to his clients.

Whenever possible, Francis can be found having light workouts because he believes work-life balance is the key to success. Fun fact: prior to the pandemic, he is an active marathoner, going for at least 3 marathons a year!

LinkedIn: https://www.linkedin.com/in/sk-franciskoh
Instagram: @brrrrcold

Dione Keh (Rep No. DKN300102889)

Senior Financial Consultant

Dione has been with GEFA under the agency group, The Associates for almost two years now. With her background as a banker, she uses her invaluable experience to serve her clients as well as shares her experience with her peers so as to better understand financial roles.

Dione is someone who is driven by genuine connections. Coupled with the fact of having seen and firsthand experienced the weight of how financial advisory can impact lives, Dione naturally puts those around her at ease with her honesty and work ethic.

She contributes her vivacious energy and sunny disposition, bringing laughter wherever she goes.

When not at appointments or meetings, Dione can be found spending time at 195 Pearl’s Hill Terrace where she runs The Glass Hut – a multidisciplinary art and cultural space for people to explore the arts amongst a growing community of creatives.

LinkedIn: https://www.linkedin.com/in/dionekeh
Instagram: @toastybiskit

Cornelius Koh Shun Jun (Rep no. CKS300570520)

Financial Consultant

Corn has been in the industry for about a year as a Financial Consultant and has stuck with this profession ever since. What Corn enjoys most about being in this line of work is the many people that he gets to meet as clients and prospects.
Cornelius, or Corn for short, enjoys playing mahjong and volleyball during his free time. He also loves pets, especially dogs and loves spending time at dog and cat cafes! In particular, what Corn finds the most enjoyable is meeting new people and getting to know them. He finds that getting to know others is the 8th mystery of the world and is always a fulfilling adventure!

LinkedIn: www.linkedin.com/in/corneliuskoh/
Instagram: @cxrnkxh

Clara Tan (Rep No. TSR300444116)

Senior Financial Consultant

As a cheerful and bubbly person, Clara is known to bring joy and laughter to all. A determined individual, Clara’s “never-say-die” attitude brings her to greater heights year after year.

Witnessing her close friend’s experience with a gargantuan hospital bill, Clara realised that insurance plays an imperative role in financial planning. This anecdote continues to motivate her when she advises her clients, hoping to protect them to the best of her abilities.

An avid learner, Clara often seeks avenues to improve on her present skillset. As such, despite her tender age, she is well-equipped to advise her senior clients on retirement and estate planning.

Outside of work, you can find Clara with her loved ones, building quality relationships. Besides those, one might also chance upon her preparing new culinary dishes or in the midst of a workout. A bona fide planner and people-person, Clara enjoy planning weddings as she feels extreme satisfaction in aiding the union of soulmates.

A driven and goal-oriented young lady, Clara practices what she preaches in the pursuit of financial independence. Harnessing her strong passion for her job, Clara’s clients often find themselves drawn to her magnetic enthusiasm for financial planning.

Instagram: potatorong

Chris Lho (Rep No. LCY300127653)

Senior Financial Consultant

Chris has been with GEFA under the agency group, The Associates since his final year as a student in NTU. His background in Mathematics trained him to be a more logical thinker and ensured his sensitivity to numbers. Besides, he has a keen interest in finance, hence his natural inclination towards this industry.

When Chris is not at work, you can find him either on a futsal pitch or the mahjong table since he is a key proponent of both football and dry swimming. He loves to meet people, assist them to meet their financial goals and most importantly, have fun together ????

Chong Wen (Rep No. CW-300096527)

Financial Consultant

Wen always had a passion for service and believes in a holistic approach to wealth planning. She strongly believes in a simple yet effective method of approaching wealth management – in a fun, personalised, compassionate and non-judgmental way.

Away from the office, you can find Wen hopping around food spots, in search of the best cuisines in Singapore/around the world.

Chiong Yew Heng (Rep No. CYH300031888)

Senior Financial Consultant

Yew Heng has been with GEFA under the agency group, The Associates for almost 3 years now. He is passionate about using financing and insurance to help 35 to 60 years old to retire comfortably in Singapore.

In his spare time, he loves to run to keep fit and get his heart pumping. If you are interested to connect on anything that is related to running, you can DM him on Linkedin and Instagram.

He finds immense joy in sharing financial concepts to his clients to better manage the impact of inflation on their wealth.

Yew Heng specialised in helping his clients to retire comfortably by simply adjusting the financial resources that are already available to them.

As a gift to you, you can download his “The 3 Biggest Blockages that Prevents In Singapore From Retiring Comfortably’ Ebook for Free at Yew Heng’s Linkedin profile page!

Https://www.linkedin.com/in/yewheng

Anson Wong (Rep No. WYL300551300)

Senior Financial Consultant

Anson has been in the financial consultant career for 2 years now concurrently pursuing a degree majoring in Finance (Wealth Management).

Coming from a humble background, Anson experienced firsthand the effects of a lack of financial literacy in his household. Thus, Anson has made it his mission to share his knowledge and experience on financial literacy with as many people as possible to guide them through life’s journey.

Besides work, Anson loves to travel and experience different cultures & their way of life, seeing the world through different lenses and understanding the diversity as well as challenges that people may face.

LinkedIn: https://www.linkedin.com/in/ansonwongyl

Angela Zheng (Rep No. ZY-300578090)

Financial Consultant

Angela is a newborn in the financial industry. Having done a mid-career switch from events after 10 years, she finds herself progressing and gaining more skills and knowledge from her team.

She joined this industry because she was tired of hearing about the black sheep and believed that she can be the one to serve others well. Her financial background and social skills contribute to her expertise to ensure a strong foundation is built for her clients. Angela finds immense joy in being able to connect with new people and is constantly on the search for mentees to be taken under her wing.

Angela loves playing team sports and being the outdoors. In fact, she has been playing rugby for more than 10 years!

LinkedIn: https://sg.linkedin.com/in/angela-zheng-03087862

Amsyar Emir (Rep No. AEB300642436)

Financial Consultant

Amsyar has been with GEFA under the agency group, The Associates after realising the importance of having proper financial planning and wishes to spread the knowledge and insights gained to the people around him. Since he has an interest in working in the financial industry, he then decided that joining The Associates would be the right choice for him after completing his National Service.

During his free time, Amsyar spends his time with family and friends and is always willing to try out new things to gain experiences.

Instagram: amsyemir

Alvy Rose (Rep No. ARD300603336)

Financial Consultant

Alvy has been a Financial Consultant with GEFA under the agency group, The Associates after unsatisfactory experiences with her own agents. Deciding to take her financial planning into her own hands, she took the leap, switching over from a career in marketing. Being a people person, she loves being able to connect with new people every day, and being able to give helpful financial advice to her loved ones.

During her down time, Alvy can be found recharging at home, cuddling her very spoiled cat while binging the latest Netflix shows.

LinkedIn https://www.linkedin.com/in/alvy-rose-kahanap-8175aa14a 
Instagram @vyalro