B.Eng (1st Class Hons)
Affiliate of STEP, AEPP®
Derek is an Advisor Director with one of Singapore’s largest financial advisory firm where he heads a financial advisory that specialises in three planning areas – investments, wealth management and legacy (what are these areas?).
With six years of financial advisory management and training experience as well as over 10 years total in the Ministry of Defence and Proctor & Gamble, Derek brings a unique blend of skills and insight for his senior professional to business owner clients.
He features regularly as a member of the MDRT. During his initial days as an adviser and before he was chosen to lead a team, he attained COT membership in 2012. Less than 1% of financial advisers worldwide achieve this recognition in any one year.
Derek speaks regularly on financial and estate planning topics at such organisations as the CPF Board, NTUC Club, NTUC Referral Services, Academy of Principles (Singapore), Republic of Singapore Navy, Firmenich Asia and Ricoh (Singapore). He has helped more than 50 clients set up their wills and family trusts.
Derek is a Certified Financial Planner (CFP®) and an Associate Estate Planning Practitioner (AEPP®). He sits on the Editorial Board of the Financial Planning Association of Singapore (FPAS) and contributes articles to the Financial Planner magazine in estate planning.
Derek is married with 3 children and he worships at Trinity Christian Centre.