Home   |   Login   |   Logout    


About FPAS

Financial Planning Association of Singapore

Established on 1st December 1998, the Financial Planning Association of Singapore (FPAS) is a non-profit professional association dedicated to developing and promoting an industry providing unbiased financial advice to the Singaporean public. FPAS is the professional organisation for the financial planning industry in Singapore and is the organisation representing qualified financial planners.

FPAS is part of a global assembly of financial planning bodies, and a licensee of the Financial Planning Standards Board Ltd., a US-based non-profit organization launched in October 2004 to set standards for and oversee the international CFP certification program. FPSB currently has 24 members, including Certified Financial Planner Board of Standards (CFP Board), and as of 2010, more than 133,756 individuals have been certified to use the CFP® marks globally.

After Australia and Japan, FPAS was the third member to join the federation of CFP certification bodies in the Asia region and the tenth member of FPSB internationally.

For more information, please contact us at:
Financial Planning Association of Singapore
146 Robinson Road, #04-02,
Singapore 068909
Tel : (65) 6372 1030
Fax : (65) 6372 0121
Email : fpas@fpas.org.sg

Top

FPAS Executive Council

FPAS Executive Council (2011/2013)

Ms Kimmis PUN
CFP®, ChFC®
President

Mr KHOR Chee Kok
CFP®, B.Bus, MBA
Vice President

Mr Steven ONG Peow
CFP®, B.Eng
Honorary Secretary

Ms Lucy DING
CFP®, CPA Singapore
Honorary Treasurer

Mr Timothy LIEW
CFP®, B.Eng
Council Member

Mr Joseph TEO
CFP®, B.Sc, MBA ChFC®
Council Member

Ms KEE Siew Poh
CFP®, B.Bus (Ins) (Hons), ChFC®
Council Member

Mr Alan SONG
CFP®, B.Sc, MBA
Council Member

Mr CHU Chee Leng Tommy
CFP®, AEPPTM
Council Member

Mr Ben Fok
CFP®, MBA, TEP,
ChFC®, CMA, CWM
Council Member

FPAS Executive Council Chart

FPAS Executive Council (2011-2013)

President:Ms. Kimmis Pun, CFP®, ChFC®
Vice President:Mr. Khor Chee Kok, CFP®, B.Bus, MBA
Honorary Secretary:Mr. Steven Ong Peow, CFP®, B.Eng
Honorary Treasurer:Ms. Lucy Ding Gaik Eng, CFP®, CPA Singapore
Council Member:Mr. Timothy Liew Uey You, CFP®, B.Eng
Council Member:Mr. Joseph Teo Boon Leng, CFP®, B.Sc, MBA
Council Member:Ms. Kee Siew Poh, CFP®, B.Bus (Ins) (Hons), ChFC®
Council Member:Mr. Alan Song Yee Soon, CFP®, B.Sc, MBA
Council Member:Mr. CHU Chee Leng Tommy, CFP®, AEPPTM
Council Member:Mr Ben Fok Wai Kwong, CFP®, MBA, TEP, ChFC®, CMA, CWM

Board of Advisors

The Board of Advisors comprises of highly esteemed individuals in the industries who unreservedly support FPAS and our members.

  1. Mr. Seah Seng Choon
    Executive Director, Consumers Association of Singapore (CASE)
  2. Mr. Tan Hak Leh
    Senior Vice President & Chief Executive Officer,
    American International Assurance Company, Limited
  3. Mr. Darren Thomson
    Regional Head, Strategic Channel Development Asia, Manulife Financial
  4. Mr. Bill Lexmond
    Lepercq de Neuflize Asia Pte Ltd
  5. Professor Gunter Dufey
    Professor, Nanyang Technological University
  6. Mr. Soh Chin Heng
    Deputy Chief Executive Officer, Services Group, Central Provident Fund Board

FPAS Secretariat

Chief Executive Officer:Mrs. Alicia Ng-Chua
Accountant:Ms. Sophie Yap
Certification Manager:Ms. Joey Loo
Administration Executive:Ms. Amelia Gay
Business Development:Ms. Amy Lim

Certification Board

The Certification Board committee members are all CFP® certificants and they come from a wide spectrum of professionals in the financial industry. They include senior corporate officers from the banks, fund and wealth managers, directors of insurance companies, risk managers and successful financial planning professionals: -

Chairman

  1. Mr. Timothy Liew, CFP®

Vice Chairman

  1. Ms. Low Sook Mien Stephenie, CFP®

Members

  1. Mr. Chen Jianguang Kevin, CFP®
  2. Mr. Chin Kim Shin Daniel, CFP®
  3. Ms. Chua Seow Yoong Yasmin, CFP®
  4. Mr. Ha Cheng Eric, CFP®
  5. Mr. Lee Hong Chew Jeff, CFP®
  6. Ms. Lee Wai Lan, CFP®
  7. Mr. Tan Kheng Lai, CFP®
  8. Ms. Teo Shek Ling, CFP®
  9. Mr. Wong Soon Inn Shannon, CFP®
  10. Mr. Khoo Chew Hoe Jonathan, CFP®
  11. Mr. Koh Tee Gay, CFP®
  12. Mr. Lau Han Wee, CFP®
  13. Mr. Liew Kheng Boon, CFP®
  14. Mr. Sim Boon Wah, CFP®
  15. Ms. Tan Mei Ling Linda, CFP®
  16. Mr. Wan Tong Weng Michael, CFP®
  17. Mr. Wang Peter, CFP®
  18. Mr. Yeo Yong Chun Darren, CFP®
  19. Ms. Siu Oi Ping Cindy, CFP®
  20. Mr. Wong Kok Peng, CFP®
  21. Mr. Tay Choon Huat Bernard, CFP®
  22. Mr. Tan Tiong Heng, CFP®
  23. Mr. Wan Choon Kheong Raymond, CFP®
  24. Ms. Chau Mei Sze Pheabe, CFP®
  25. Mr. Lee Yong Hua, CFP®
  26. Mr. Chan Ngee Seng Frederick, CFP®

Membership Board

The Membership Board committee members are instrumental in ensuring the membership events and CPD development programs are current and timely. They come from a wide spectrum of professionals in the financial industry and include senior corporate officers from the banks, fund and wealth managers, directors of insurance companies, risk managers and successful financial planning professionals:-

Chairman

  1. Mr. Joseph Teo, CFP®

Vice Chairman

  1. Mr. CHU Chee Leng Tommy, CFP®.
  2. Mr. Adrian Ang, AFPCM

Members

  1. Ms. Chai Sook Lee, AFPCM
  2. Mr. Chong Ching Ming, AFPCM
  3. Mr. Francis Leung Wing Yuen, CFP®
  4. Mr. Kelvin Ling Yew Jin, AWPCM
  5. Mr. Ng Yu Yeow, AFPCM
  6. Mr. Arthur Ong Hock Leng, AFPCM
  7. Mr. Jeffrey Ow, CFP®
  8. Ms. Karen Sim Yap Kheng, AFPCM
  9. Mr. Stanley Tan
  10. Mr. Lester Chan Choon Yew, CFP®
  11. Mr. Chen Dongcheng, CFP®
  12. Mr. Andrew Hor Sum Kit, AFPCM
  13. Mr. Vincent Seah Yee Men, CFP®
  14. Mr. Louis Tan Kok Leong, AFPCM
  15. Mr. Adrian Tong Wei Qiang, CFP®
  16. Mr. Yong Ngee Hian, CFP®

Editorial Board

The Editorial Board committee members are instrumental in ensuring the biennial issuance of the Practice Magazine. They come from a wide spectrum of professionals in the financial industry and include fund and wealth managers, directors of insurance companies, risk managers and successful financial planning professionals:-

Chairman

  1. Mr. Ben Fok, CFP®

Vice Chairman

  1. Mr. Alan Song, CFP®

Chief Editor

  1. Ms. Yash Mishra, CFP®

Members

  1. Mr. Joni Herison, CFP®
  2. Ms. Ling Hue Chye, CFP®
  3. Ms. Mamta Mandal, CFP®
  4. Ms. Cai Zong Zhen, AWPCM
  5. Mr. Huang Junxiong
  6. Mr. Bernard Maughan
  7. Mr. Giam Peck Kiong, CFP®
  8. Mr. Joshua Goh Eng Hwa, CFP®
  9. Ms. Kee Siew Poh, CFP®
  10. Mr. Dominique Ser, CFP®
  11. Mr. Freddie Kang Sing Fong, CFP®
  12. Mr. Ronald Wong Kum Chee, CFP®
  13. Mr. Sammy Chiu Sung Kee, AWPCM
  14. Mr. Charles Lim Chean Wun, AWPCM
  15. Mr. Jonathan Yeo Wee Liong, CFP®

Finance Board

The Finance Board committee members are instrumental in ensuring the financial compliance and deference. They are qualified accounting professionals.

Chairman

  1. Ms Lucy Ding, CFP®,CPA Singapore

Members

  1. Ms. Jacqueline Chan, AFPCM, CPA, FIPAS
  2. Mr. David Yeung, FCPA
  3. Mr. Steven Teo, CFP®, FCCA (Singapore), FCPA (Aust), FCCA MAppFin (Macquarie)

Ethics Board

The Ethics Board committee members are instrumental in ensuring the strict adherence of the Code of Ethics stipulated in our Practitioner’s Manual. They help ensure the highest level of compliance of our profession:-

Chairman

  1. Ms. Kimmis Pun, CFP®

Members

  1. Mr. Ong Kian Min, Honorary Member
  2. Mr. Lance Tay, Honorary Member
  3. Mr. Goh Chye Huat, Honorary Member
  4. Ms. Wendy Wong, Honorary Member

Public Awareness Board

The Public Awareness Board Committee members are instrumental in ensuring a professional image for FPAS. They establish appropriate publicity and branding for FPAS and our membership in the industry and profession:-

Chairman

  1. Ms. Kee Siew Poh, CFP®

Members

  1. Ms. Kimmis Pun, CFP®
  2. Mr. Khor Chee Kok, CFP®

Media Contact:
Ms Kee Siew Poh, CFP®, B.Bus (Ins) (Hons), ChFC®
Chairman, Public Awareness Board
Financial Planning Association of Singapore
Tel: 63721030
Fax: 63720121
Email: fpas@fpas.org.sg

Please click here to download a pdf version.

(Updated as of 14th July 2011)

Top

FPAS Vision and Objectives

The FPAS vision is to ensure that all Singaporeans have access to responsible and appropriate financial planning advice, by raising the professional standards of the industry through education and a shared code of ethics. In support of this vision, FPAS provides a range of services to consumers and to member individuals and organisations. In particular, FPAS aims to:

  • Educate and inform the public of the need for objective professional advice in making secure financial decisions

  • Ensure sufficient professional and ethical standards to maintain the confidence and trust of existing and prospective customers

  • To provide members with education, training and information to enhance their provision of objective professional financial advice

  • Develop and maintain high ethical standards for members

  • Represent the industry and its members to ensure an operating environment which is conducive to providing high quality financial advice

Top

FPAS Constitution

Click here to read the FPAS Constitution (PDF file format)

Notice on Typographical error re FPAS Constitution dated 29th September 2010

  1. 7.3 ...setting forth the business that is (“to”, is missing) be transacted...
  2. 7.7b ...A voting member who is in any way, directly or directly (should be “indirectly”), interested...
  3. 9.2 ... shall assist the President and deputies (should be “deputises”) for him...

For further clarification, please contact FPAS secretariat at Tel: 6372 1030. Thank you.

Top

Founding Charter Members

Since its inception, FPAS has received overwhelming support from many of the largest financial institutions in Singapore. FPAS' founding charter members include:

  1. American International Assurance Co. Ltd.

  2. AXA Life Insurance Co. Ltd.

  3. DBS Vickers Securities (Singapore) Pte Ltd

  4. Fraser Securities Pte. Ltd.

  5. Great Eastern Life Assurance Co. Ltd.

  6. HSBC Insurance (Singapore) Pte Ltd.

  7. Lim & Tan Securities Pte. Ltd.

  8. Manulife (S) Pte Ltd

  9. Maybank

  10. NTUC Income Insurance Co-operative Ltd

  11. Oversea-Chinese Banking Corporation Ltd.

  12. Phillip Securities Pte. Ltd.

  13. Prudential Assurance Co. Singapore (Pte) Ltd.

  14. Standard Chartered Bank

  15. The Development Bank of Singapore

  16. The Hongkong and Shanghai Banking Corporation Ltd

  17. UBS AG

  18. United Overseas Banking Corporation Ltd

Corporate Members

  1. Professional Investment Advisory Services

  2. Aviva Limited

  3. Friends Provident International Limited

  4. Zurich International Life Ltd 


     

Top

Disclaimer:

This is the official web site of Financial Planning Association of Singapore (FPAS). We endeavor timely update of information so as to better serve our members.

The copyright in all electronic on-line documents in this web site belongs to FPAS. Therefore, any references copied or made is strictly prohibited, without prior express verbal or written permission by FPAS. Any reference in this web site to any commercial goods or services, or any 3rd party firm is for the information and convenience of the members, and does not constitute any endorsement by FPAS. FPAS assumes no responsibility for any consequences arising from the use of or reliance on such 3rd party information from our web site.

CFP®, CERTIFIED FINANCIAL PLANNERTM, and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Planning Association of Singapore is the marks licensing authority for the CFP marks in Singapore, through agreement with FPSB.

Media | The CFP Mark | AFPCM/ AWPCM/ CFP® Program | About CPD | Our Members | FAQ  

About Us | Consumer Page | FPAS Member Page | Contact Us | Home 
All contents copyright © 2006 Financial Planning Association of Singapore. All Rights Reserved.