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PhillipCapital Your Partner In Finance Phillip WealthAdvisory

CREATE YOUR TALKTOPHILLIP PERSONALISED WEBPAGE

TIP #004

Music Credit: https://www.purple-planet.com

V09/2021

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P PhillipCapital Your partner In Finance Ada Tam Wealth Manager (Triple Licence) MAS Rep No: TWI 00039849 Languages: English, Mandarin, Cantonese Industry Experience: 16 years ABOUT ME +65 8608 1661 +65 9271 1231 adatamyy@phillip.com.sg in advisory on investment and capital markets products

P PhillipCapital Your partner In Finance Dan Chang Chieh Shing Investment Specialist MAS Rep No: ccs10CH)03095 Languages: English, Mandarin Industry Experience: 20 years oo ABOUT ME +65 9798 6762 +65 6534 2561 danccs@phillip.com.sg "DON'T GO FOR THE BEST STOCKS; GO FOR THE RIGHT STOCKS!" Every investor is unique. With more than 19 years Of experiences in equity investment, Dan is well equipped with a good understanding Of the market mechanism and the technical knowhow to assist investors and traders to navigate the tumultuous market and value-add to them. For investors who had always wanted to invest, but are too busy to do so, Dan also provides Securities Advisory Services by collaborating with them to identify their own investment philosophy, and devise strategies for their consideration. Just a call away!

P PhillipCapital Your partner In Finance Thomas Lau Wealth Manager MAS Rep No: LHSm059906 Languages: English, Mandarin, Ca ntonese Industry Experience: 13 years oo ABOUT ME +65 8198 9174 +65 6538 1930 thomaslauhs@phillip.com.sg https:/finvesurity.blogspot.com/ Hi, there! I'm Thomas, a finance professional with Phillip Securities since I'm a trained accountant and has been working in corporate business and finance units before joining the financial industry. I've been investing and trading in equities for over 10 years. What's your investment journey like so far? I would like to hear from you soon!!

P PhillipCapital Your partner In Finance Louis Koay, CFP, CFA Financial Services Director MAS Rep No: KST300304181 Languages: English, Mandarin, Bahasa, Hokkien, Cantonese Industry Experience: 6 years ABOUT ME +65 8101 5331 louiskoayst@phillip.com.sg Louis is a dual-licensed representative at Phillip Securities Ltd. He is also a trainer at Dr Wealth. He graduated from the National University Of Singapore With First Class Honours and he is a as as a Certified Financial Planner. He is currently managing a Of 10 advisors and servicing more than Clients With asset under advisory Of more than million. Louis is the Creator and trainer Of the personal Finance Fundamental Course, and the CD-trainer for Intelligent Investors Immersive program. He has trained more than retail investors in analysing and personal financial planning.

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P PhillipCapital Your Partner In Finance Lieu Teck Hua Wealth Manager (Dual Licence) MAS Rep No: LTH100076515 Languages: English, Mandarin Industry Experience: 12 years +65 9027 9795 lieuth@phillip.com.sg ABOUT ME I made a carær switch during the Global Financial Crisis (2009) to join PhillipCapital as a Remisier under the Licensed Professional Trader Scheme. I obtained Dual Licence in 2014 to practice Financial Advisory and became a Wealth Manager. I specialize in investment wrap services, using portfolio management strategies to reduce the risk of the portfolio, which in turn improves investment success. My dual license allows me to tap into Stocks, REITs, ETFs, Business Trust, other than merely Unit Trust to construct a truly diversified and efficient portfolio for my client. I have a bachelor's degree in Finance with Merit and was awarded University Recognition Scholarship to pursue CFA. I acquired professional skills and knowledge as a Chartered Financial Consultant (ChFC/S@) and Associate Estate Planning Professional (AEPP@) to help my clients achieve their financial goals.

PhillipCapital Your partner In Finance How Chih Wah Investment Specialist MAS Rep No: HCW100047402 Languages: English, Mandarin, Hokkien, Cantonese Industry Experience: 16 years +65 9875 6313 +65 6533 7646 howchihwah@phillip.com.sg ABOUT ME My work experience in the profession Of audit, analyst, finance executive and Investment SFcialist in the past 14 years had equipped me with the knowledge and skill for my current role. I am a value creator and service provider. It is in my fundamental "lief that I owe clients a duty of care hence I put my utmost effort to ensure that no one is left behind in the journey of investing. I value personal relationships and genuinely Offer my help to whoever crosses paths With me. My creditworthiness was built with the ability to guide and share the reading of the market and pricings using the AUCTION PRICING technique. Feel free to reach out to me to find out more!

P PhillipCapital Your Partner In Finance 4 Pius C K Wong Principal Investment Specialist MAS Rep No: WCKIOOOI 8700 Languages: English, Mandarin, Teochew, Hokkien, Cantonese Industry Experience: 21 years +65 9828 8086 (E +65 6534 5082 E pius@phillip.com.sg ABOUT ME I have over 35 years of experience in the financial markets with exposure in FX, Money Markets, Bonds and Equities. I've lectured in public seminars and conducted courses for financial institutions on technical and fundamental analysis. My guiding principle for clients is to equip oneself With the knowledge in investment before embarking on it. The maxim is •Don't Know Don't Touch".

Phillipcapital Your Partner In Finance Andrew Chionh Financial Services Manager MAS Rep No: CCS200064191 Languages: English, Mandarin Industry Experience: 24 years +65 9630 1830 andrewchionhcs@phillip.com.sg ABOUT ME Experienced Financial Consultant With a demonstrated history in the financial services industry. Skilled in assisting clients in financial planning and advisory, Andrew has helped clients ranging from the man on the street to high-net- worth individuals & business professionals in building their financial assets and preserving it for the loved ones. He is active in sports and participated in numerous long distances running events. Reading and watching movies are also some of his favourite past times.

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P PhillipCapital Your partner In Finance Xiaokun Li Financial Services Manager MAS Rep No: 0<-300335757 Languages: English, Mandarin Industry Experience: 6 years +65 8299 0591 WeChat ID: foreveraudrey audreylixk@phillip.com.sg ABOUT ME As a professional Financial Consultant, my role is to design a suitable financial portfolio for you. I am here to help you save money while making your money grow at the same time. To relieve you from your financial worries! Let's sit down to find you a solution for the long run.

PhillipCapital Your Partner In Finance William Lim Deng Feng Financial Services Manager MAS Rep No: LFX200239561 Languages: English, Mandarin Industry Experience: 12 years +65 91 12 3321 E williamlimdf@phillip.com.sg ABOUT ME Hi, I'm William and I currently lead investment strategies for my clients with assets under management Of 35.5 million. prior to joining PhillipCapital, I served 6 years as Senior Relationship Manager at Citibank (privileged banking) and now have more than 12 years of investing experience. At PhillipCapital, my team specialises in investment portfolio solutions and we founded the practice under the basis that we want to foster strong relationships with our clients and provide cost- effective financial services with a flat annual fee. Our ultimate goal is to help clients achieve their passive income targets and control the fees they pay to consultants and relationship managers.

P PhillipCapital Your partner In Finance Ang Bee Choo Financial Services Manager MAS Rep No: ABC200065362 Languages: English, Mandarin, Hokkien Industry Experience: 18 years +65 9674 9148 angbc@phillip.com.sg ABOUT ME I am a Chartered Accountant (CA) who joined the financial planning industry in the year In the past 17 years, I have achieved numerous Million Dollar Round Table accreditation (MDRT) and has moved to a management position leading a team Of financial consultants. I in continuous learning and have obtained the Chartered Financial Consultant (ChFC) and Associate Estate Planning Practitioner (AEPP) qualifications over the years, improving my skills to benefit clients with holistic financial planning. My areas of expertise include providing advice on personal insurance, investments, securities, general insurance, and marketing managed account services.

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P PhillipCapital Your Partner In Finance Eric Oh Associate Manager MAS Rep No: OLH100041670 Languages: English, Mandarin Industry Experience: 16 years 0000 ABOUT ME +65 9068 5256 +65 6533 4862 Ohlh@phillip.com.sg https://marketbias- ericoh.blogspot.com/ Eric Oh is a Senior broker and Associate Manager with Phillip Securities Pte Ltd. He started investing since 2001 and started his professional career as a Proprietary Trader with Phillip Securities Pte Ltd where he handles multi-million portfolio. As senior broker and manager, he not only helps his clients manage, advise but implement strategies to plan for their wealth accumulation, protection and retirement. Many of his clients have traded with him for more than 10 years and invested sums of money under his management. Love to work with committed but busy professionals to build a lasting, empowering and beneficial relationships.

P PhillipCapital Your Partner In Finance Frank Lai Financial Advisory Consultant MAS Rep No: LYP300516066 Languages: English, Mandarin, Bahasa, Cantonese, Hokkien Industry Experience: 3 years +65 8301 6906 E laiyp@phillip.com.sg ABOUT ME I help clients to grow and manage capital through securities and top-performing funds, and provide advice in financial planning.

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P PhillipCapital Your Partner In Finance Cindy Lee Financial Advisory Consultant MAS Rep No: LYY200066214 Languages: English, Mandarin, Cantonese Industry Experience: 31 years +65 9489 4825 cindyleeyy@phillip.com.sg ABOUT ME I specialize in Retirement Planning and Wealth Protection. Get in touch for a non-obligation financial check.

P PhillipCapital Your partner In Finance Christopher Dai (BCW) Wealth Manager (Dual Licence) MAS Rep No: Languages: English, Mandarin, Cantonese Industry Experience: 10 years +65 9799 2730 christopherdai@phillip.com.sg ABOUT ME I have 10 years of experience in the Financial Services and Capital Markets industry. My expertise lies in Investment Advisory, Portfolio Advisory, Securities Dealing, Life Insurance Planning, as well as Estate Planning. I help my clients to achieve their financial goals at different life phases by understanding their needs and formulating the most suitable action plan to help them get there.

P PhillipCapital Your partner In Finance Julie Tay Financial Advisory Consultant MAS Rep No: TSH300148770 Languages: English, Mandarin, Hokkien Industry Experience: 8 years +65 8233 9558 WeChat D: JulieTay_19 julietay@phillip.com.sg ABOUT ME My passion in Wealth Protection and Risk Mitigation allows me to keep in touch with my friends and make many new friends over the years. I believe everyone should do what one is best at doing. Let me understand your dynamics and needs, and I will do my best to optimize your family's financial/safety net while you continue to carve out a career and enjoy family life. Call me anytime for a casual chat!

P PhillipCapitaI Your Partner In Finance Seah Peng Siong Wealth Manager (Dual Licence) MAS Rep No: SPS100059945 Languages: English, Mandarin Industry Experience: 13 years +65 9731 7647 E seahps@phillip.com.sg ABOUT ME I do wealth enhancement for individuals and their families, which includes financial planning, investment advisory and insurance protection. Contact me for a non-obligatory session!

P PhillipCapitaI Your Partner In Finance Nur Ruby Lee Financial Advisory Consultant MAS Rep No: LSH200064822 Languages: English, Mandarin Industry Experience: 15 years +65 9876 3510 nurrubylee@phillip.com.sg ABOUT ME Certified Financial Planner since 2011. Estate & Succession Planner since 2020. Have a better plan to protect and grow your wealth & ease the transfer of what you leave behind. Let's talk frankly.

PhillipCapital Your Partner In Finance Jack Li Financial Advisory Consultant MAS Rep No: DO(300219248 Languages: English, Mandarin Industry Experience: 7 years +65 8421 2938 jacklixc@phillip.com.sg ABOUT ME I help individuals and families to plan, protect and grow their cashflow! Contact me to find out more on how I can help you in your wealth management journey.

P PhillipCapitaI Your partner In Finance Isaac Fang, CFA Wealth Manager (Dual Licence) MAS Rep No: FCN200135730 Languages: English, Mandarin Industry Experience: 20 years ooo +65 9730 6977 isaacfangcn@phillip.com.sg https://isaacfang.com/ ABOUT ME Multi-licensed representative with CFA, ChFC and CFP certifications. CFD/ETF Specialist and award winning Financial Planner with a design driven approach.

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P PhillipCapital Your Partner In Finance Claudia Tan Financial Services Manager MAS Rep No: TMS200065252 Languages: English, Mandarin, Hokkien, Cantonese Industry Experience: 16 years ABOUT ME +65 9783 8362 ClaudiaTan@phillip.com.sg I am a Financial Services Manager with more than 15 years of experience in this industry and had achieved numerous Million Dollar Round Table accreditation (MDRT & COT). I believe that everyone needs planning. Everyone deserves access to holistic planning regardless of where they are in life, and I am here to help with that. I hold a Bachelor of Business Administration (BBA), Associate Estate Planning Practitioner (AEPP) and is also a qualified member of the Society of Trust and Estate Practitioners (STEP). I had been promoting financial literacy and helping clients with their financial planning. I believe that everyone can benefit from it, as it will help to create wealth and turn one's financial dreams into reality.

P PhillipCapital Your Partner In Finance James Poon Financial Services Director MAS Rep No: PTL200196813 Languages: English, Mandarin, Bahasa Industry Experience: 16 years ABOUT ME +65 9004 9302 jamespoon@phillip.com.sg James Poon is an Insurance & Employee Benefits Specialist who is passionate in advising companies on how to manage business risks and implement insurance solutions. He is known to be professional, ethical, efficient, meticulous and knowledgeable in insurance. James leads a team of experienced insurance advisers and together with his team, he helps SMEs and MNCs on their insurance needs including Employee Benefits, Work Injury Compensation (VVIC), Professional Indemnity (Pl), Cyber & Data Protection Insurance, Marine Cargo Insurance, etc. He assisted more than 100 companies to structure & implement insurance solutions.

P PhillipCapitaI Your Partner In Finance Jay Chia Wealth Manager (Dual Licence) MAS Rep No: CJQ100044801 Languages: English, Mandarin Industry Experience: 15 years ABOUT ME MY PROFILE +65 9622 5679 MY SERVICES ACHIEVEMENTS CONTACT ME TESTIMONIALS Chiajq@phillip.com.sg Joined PhillipCapital in 2006, Jay Chia is now a Wealth Manager in PhillipCapital; advising clients and overseeing funds worth more than 2 million AUM. He applies his extensive financial knowledge of Fundamental Analysis, Technical Analysis and Portfolio Management to form basis for his market insights. Extremely passionate and highly approachable, Jay loves to share and discuss his knowledge so as to educate his clients and the community. He is a well- sought-after financial trainer of an IBF accredited course, and has conducted numerous trainings around the South-East Asian region, including Singapore and Malaysia. He focuses on helping clients achieve their financial goals and increase their probability Of success in the stock market through unique and simple strategies, combining Fundamental, Technical analysis and Portfolio management.

P PhillipCapital Your Partner In Finance Daniel Cheong Kian Leong Principal Investment Specialist MAS Rep No: CKL100026865 Languages: English, Mandarin Industry Experience: 19 years ABOUT ME MY PROFILE +65 6535 3661 MY SERVICES ACHIEVEMENTS CONTACT ME TESTIMONIALS +65 9069 7779 danielcheong@phillip.com.sg I am your personal broker to assist you in your trading and investing needs. I can provide you with the necessary guidance and advice on your tradingnnvesting strategies. My philosophy in investing: It is not about choosing the best stock to invest, but more importantly, it is about using the right tools and strategies for various market conditions. I use both Margin financing and CED to trade and formulate my strategies with technical analysis, market insights and past experiences.

P PhillipCapitaI Your Partner In Finance Lim Leng Eng Christina Financial Advisory Consultant MAS Rep No: LLE200190199 Languages: English, Mandarin Industry Experience: 24 years ABOUT ME +65 9826 8995 christina.lim@phillip.com.sg Being in the Financial and Estate Planning industry has been a very fulfilling vocation. Many of my clients have entrusted me with their extended families' portfolios over the last two decades. I hold a B.Sc(NUS), Diploma in Education(NlE) and am an Associate Estate Planning Practitioner(AEPP). In my outreach to families who need my services, I have been blessed to become their family friend.

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PhillipCapital Your Partner In Finance June Tan H L Financial Services Manager MAS Rep No: THL2000064974 Languages: English, Mandarin Industry Experience: 27 years +65 9639 8383 E hltan@phillip.com.sg

P PhillipCapital Your Partner In Finance Irence Chong Financial Services Manager MAS Rep No: ICC200064932 Languages: English, Mandarin Industry Experience: 14 years +65 9489 1786 Irencechongcw@phillip.com.sg

P PhillipCapitaI Your Partner In Finance Bryan Tan Wealth Manager (Dual Licence) MAS Rep No: TKW300534668 Languages: English, Mandarin Industry Experience: 3 years +65 9155 5836 kWtan@phillip.com.sg ABOUT ME Certified remisier and financial planner. Specialised in wealth and risk management with different financial assets and solution.

PhillipCapital Your Partner In Finance John Tan Financial Advisory Consultant MAS Rep No: TWI-A100065559 Languages: English, Mandarin +65 9626 2108 jOhntanwh@phillip.com.sg

P PhillipCapital Your Partner In Finance Nicholas See Yong Chean Wealth Manager (Dual Licence) MAS Rep No: SYC100031469 Languages: English, Mandarin Industry Experience: 21 years +65 9818 7458 yongzhen@phillip.com.sg ABOUT ME I am a stock trader with more than 20 years of experience. Contact me if you are interested to trade stocks and shares!

P PhillipCapitaI Your Partner In Finance Ronnie Ham Financial Advisory Consultant MAS Rep No: RHH300555393 Languages: English, Mandarin Industry Experience: 0 years +65 9695 5936 ronnieham@phillip.com.sg

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P PhillipCapitaI Your Partner In Finance Li Guang Sheng Principal Investment Specialist MAS Rep No: LGS10043222 Languages: English, Mandarin, Cantonese, Hokkien Industry Experience: 15 years O ABOUT ME MY PROFILE MY SERVICES ACHIEVEMENTS CONTACT ME TESTIMONIALS +65 6337 5361 +65 9229 6322 ligs@phillip.com.sg Li Guang Sheng is one Of the rare Trading Representatives believing on fundamental and on Technical Analysis. He started out in 2006 and was taught by clients who educated him on value investing, with a strong emphasis on intrinsic value and dividend yield. He attributes most of his knowledge to these clients of whom some have retired early and are still doing well in their investments and can depend on the past stock investments for income. He was ranked 2nd in Yahoo! Finance Gazillionaire Trading competition in 2010 and 8th in SGX Bull Charge Challenge in 2018.

P PhillipCapital Your Partner In Finance Ryan Ang Kim Chun Associate Manager MAS Rep No: AKC300038507 Languages: English, Mandarin Industry Experience: 10 years ABOUT ME +65 9746 7220 ryanangkc@phillip.com.sg A highly motivated and versatile individual with over 20 years Of experience in insurance industry. Has in-depth understanding Of insurance business processes and customer marketing experience, along with consultative-sales strengths to nurture client relationships. Comprehensive knowledge Of insurance (personal and commercial) products, services and best practices.

P PhillipCapitaI Your Partner In Finance Kelvin Wang Financial Services Director MAS Rep No: WCC200136241 Languages: English, Mandarin Industry Experience: 19 years ABOUT ME +65 9021 7834 kelvinwangcc@phillip.com.sg Since joining the financial services industry in 2002, Kelvin has gained a wide range of knowledge, experience and skills set in the financial services industry as well as other related industry. He is a veteran producer having qualified for the prestigious Million Dollar Round Table (MDRT) year on year. In 2017, he is accorded the MDRT Qualifying and Life Membership. He is currently both a MDRT Qualifying and Life Member. Kelvin holds a Master Degree Of Financial Planning from the University Of Southern Queensland (USQ). He is an Associate Financial Planner (AFP) as well as an Associate Estate Planning Practitioner (AEPP). Kelvin is constantly upgrading himself academically to ensure that he provides the most up-to-date financial solutions for his clients

P PhillipCapital Your Partner In Finance Angela Koh Sai Ting Wealth Manager (Dual Licence) MAS Rep No: KST200054683 Languages: English, Mandarin Industry Experience: 21 years ABOUT ME +65 9222 8893 angelakohst@phillip.com.sg In my 20 years of servicing the financial industry, many clients have grown their wealth and net worth together with me, in a combination of services provided including financial, savings and investments.

P PhillipCapital Your Partner In Finance Sam Lo Financial Advisory Consultant MAS Rep No: LWS300438472 Languages: English, Mandarin, Bahasa Industry Experience: 4 years ABOUT ME +65 9854 6986 samlo@phillip.com.sg As an Independent Financial Advisor, I proudly empower people to live better lives by wisely protect, conserve, and accumulate wealth. I believe that if you take control of your finances today, you won't be a loser of them tomorrow. Thoughtful financial planning can easily take a backseat to daily life.

P PhillipCapitaI Your Partner In Finance Dickson Pek Financial Services Manager MAS Rep No: PDX200061411 Languages: English, Mandarin Industry Experience: 1 7 years ABOUT ME +65 9012 8172 dicksonpek@phillip.com.sg I have been in the Wealth Management industry for 17 years. I am currently a private wealth & investment specialist at Phillip Wealth Advisory and have been with the organization since 2014. I lead investment strategies for my clienteles under my professionally-managed wrap accounts emphasizing goals-based and risk-adjusted client solutions. Prior to joining Phillip Securities, I served 10 years as a Relationship Manager from retail to private banking where I consulted and delivered investment solutions to HNWs (High Net Worths) in Asia. I've also won several awards during my stint both in banking & Phillip Securities.

P PhillipCapital Your Partner In Finance Lim Li Choo Financial Advisory Consultant MAS Rep No: LLC300028666 Languages: English, Mandarin Industry Experience: 10 years ABOUT ME +65 9640 9938 limlc@phillip.com.sg I am an Associate Wealth Planner who joined Phillip Securities in 2011. Over the years, I've met many people who have worked hard but were not able to afford the lifestyle they desire or pursue the dreams they have. This failure to achieve financial freedom is simply because Of the lack Of financial planning and investment education. I help my clients achieve their financial goals with my expertise in providing advice on personal insurance, investments, securities, general insurance and marketing managed account services.

P PhillipCapital Your Partner In Finance Mok Shuhui, Ferlin Associate Manager MAS Rep No: FMS200192120 Languages: English, Mandarin Industry Experience: 15 years ABOUT ME +65 9827 5283 moksh@phillip.com.sg I specialise in Retirement Planning for Singaporeans and PRs through the use Of Endowment, Annuity, Unit Trusts, and Managed Accounts. It is my goal to help my Clients have full clarity on their retirement planning situation and achieve financial independence towards retirement. I also help my clients structure an economical and effective protection portfolio to ensure that unforeseen life and health events do not derail them from their retirement planning goals. If you need help to gain clarity or put together a retirement financial plan, feel free to drop me a message.

P PhillipCapital Your Partner In Finance Simon Chan Financial Advisory Consultant MAS Rep No: CYF200065333 Languages: English, Mandarin, Cantonese Industry 15 years ABOUT ME +65 9111 8660 simonchanyf@phillip.com.sg I joined the financial advisory initially with the intention to test myself and try something different. However, over the years I found great meaning in walking the financial journey with those who engage my services. Seeing that I can provide some value to them is the most fulfilling aspect of what I do. I wealth is a flow and one's perspective of it changes over time. Therefore I truly believe only by taking a holistic "from womb to tomb" view Of wealth can I provide the most meaningful advice. Thus I strive to build a long and fulfilling relationship with my clients. To ensure my services is of value, I am qualified as a Certified Financial Planner and I'm also a practising member of the Society of Trust and Estate Practitioners (STEP). On a personal note, I love movies and a lifelong fan of Liverpool FC. I also like a good book that can give me food for thoughts.

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P PhillipCapital Your partner In Finance Joseph Lim Investment Specialist MAS Rep No: LCT100031064 Languages: English, Mandarin, Hokkien Industry Experience: 21 years +65 9382 8289 E] +65 6536 9141 josephlim@phillip.com.sg

P PhillipCapital Your partner In Finance Heng Hong Poh Investment Specialist MAS Rep No: HHP100011768 Languages: English, Mandarin, Teochew, Hokkien Industry Experience: 25 years +65 9696 8166 +65 6532 3031 henghongpoh@phillip.com.sg

PhillipCapital Your partner In David Foo Investment Specialist MAS Rep No: FLFI 00030562 Languages: English, Mandarin, Hokkien, Cantonese Industry Experience: 25 years +65 9145 9638 (fil +65 6536 8980 E davidfoo@phillip.com.sg

P PhillipCapital Partner Finance Elainee Cheong Financial Advison,' Consultant MAS Rep No: CSM300272102 Languages: English, Mandarin Industry Experience: 7 years +65 9639 4541 elaineecsm@phillip.com.sg

p Phillipcapital Your In Fimnce Yeo Xuan Ting Financial Advisory Consultant MAS Rep No: YXT300177276 Languages: English, Mandarin Industry Experience: 6 years +65 943B yeoxt@phillip.com.sg ABOUT ME Since joining the financial services industry in 2015, Xuan Ting has consistently provided valuable financial solutions for her clients through her wide range of knowledge and experience. Xuan Ting continues to strives to improve herself through constant upgrading so as to give clients most up•tc» date advice in this fast and ever-changing financial Climate.

P PhillipCapital Mirna Lestari Financial Advisory Consultant MAS Rep No: MPL3005B6625 English. Bahasa Industry Experience: O years +659139 4458 mirnapuspa@phillip.com.sg

Phillipcapital Your In Ivan Neo Wealth Manager (Dual Licence) MAS Rep No: NTH300584365 Languages: English, Mandarin, Spanish Industry Experience: O years +659137 3585 Wanneoth@phillip.comsg ABOUT ME What do; creating value for my Clients and friends _

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P PhillipCapitaI Your Partner In Finance Jonathan Chan Financial Services Director MAS Rep No: JCS200065232 Languages: English Industry Experience: 26 years ooo ABOUT ME MY PROFILE MY SERVICES ACHIEVEMENTS CONTACT ME TESTIMONIALS +65 9010 0090 +65 8416 8168 jc@phillip.com.sg https://www.advisor4u.com.sg/ Jonathan Chan joined Phillip Securities 20 years ago and has more than 25 years of experience in the Financial Industry. He has a passion for investment and takes pride in helping his clients to grow their wealth in a proactive manner, with focus on Creating multiple streams Of Perpetual Passive Income. Jonathan has been actively conducting monthly Retirement Planning Seminar since 2014 and has extensive experience in Retirement Planning and he work closely with clients to Create Incomes, Protect Assets and Establish A Legacy using Asset Allocation for risk minimisation. Jonathan believes that only when his clients can sleep well during their retirement, will he be able to sleep well. Through his 25 years of practice, he has developed a Retirement Strategy which enable his clients to feel more at ease in every market downturn. Jonathan has also created a Retirement Planning Software which helps to analyze client's financial situation and establish their Retirement Needs. He believes that every client's retirement needs are different and will always seek innovative solutions to help clients achieve a retirement Life-Style they Deserve.

P PhillipCapital Your Partner In Finance Jerry Lim Associate Manager MAS Rep No: LCY300246332 Languages: English, Mandarin Industry Experience: 7 years ABOUT ME +65 9477 4104 JerryLim@phillip.com.sg Jerry is a certified Associate Estate Planning Practitioner, AEPP and Chartered Financial Consultant Of Singapore, ChFC@/S. He has worked in 3 Fortune 500 companies and was headhunted by one of them in his last employment but left his corporate role to pursue a future he envisioned at age 32. He believes we should have control over our income because the certainty Of a dependable income gave us the courage to dream and the capability to live a life we desire. He is now building a social enterprise to empower the working mums in Singapore with passive income.

P PhillipCapital Your Partner In Finance Candy Seah Wealth Manager (Dual Licence) MAS Rep No: SHL100053876 Languages: English, Mandarin Industry Experience: 14 years ABOUT ME +65 8282 9282 +65 6533 9283 candyseah@phillip.com.sg I am a both a Trading Representative and Wealth Manager with Phillip Securities Pte Ltd for about 15 years. I believe that apart from building wealth, we need protection. I advise clients on investment in Securities and Unit Trust, Wealth Accumulation, Retirement Planning and General Insurance such as car, travel and home insurance.

P PhillipCapital Your Partner In Finance Lucy Halim Financial Services Director MAS Rep No: LHX100082093 Languages: English, Mandarin, Bahasa Industry Experience: 19 years ABOUT ME +65 9146 2650 lucyhalim@phillip.com.sg With almost 20 years' experience as a financial adviser in Singapore, providing you wealth management along with advisory products and services to complement one another. Specialises in financial planning / wealth planning, investments, insurance, retirement planning and legacy planning.

P PhillipCapitaI Your Partner In Finance Mervyn Ong Wee Chye Wealth Manager (Dual Licence) MAS Rep No: OWC100015395 Languages: English, Mandarin, Bahasa, German Industry Experience: 26 years ABOUT ME +65 6536 2093 +65 9336 7043 mervynong@phillip.com.sg I am a dual-license representative with more than 20 years' experience in the financial services and capital markets industry. My focus is on investment advisory, securities dealing and financial planning where I assist my clients with their investment objectives through customised strategies and portfolios, executions and reviews.

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P PhillipCapital Your Partner In Finance Raymond Ang Wealth Manager (Dual Licence) MAS Rep No: RAW100055255 Languages: English, Mandarin, Hokkien Industry Experience: 14 years +65 9188 3690 [E +65 6837 3427 raymondangwh@phillip.com.sg

P PhillipCapitaI Your Partner In Finance Trenna Ong Financial Advisory Consultant MAS Rep No: OLK100034595 Languages: English, Mandarin, Hokkien Industry Experience: 17 years +65 6535 6508 [E +65 9489 2480 E trenna@phillip.com.sg

P PhillipCapital Your Partner In Finance Derek Tan Investment Specialist MAS Rep No: TBKI 00042448 Languages: English, Mandarin Industry Experience: 16 years +65 9152 9074 derektan@Phillip.com.sg

P PhillipCapitaI Your partner In Finance Christopher Lim Wealth Manager (Dual Licence) MAS Rep No: CLC300586088 Languages: English, Mandarin, Cantonese, Hokkien, Teochew Industry Experience: 21 years +65 8688 9938 Christopherlim@phillip.com.sg

P PhillipCapitaI Your Partner In Finance Audrey Lee Financial Advisory Consultant MAS Rep No: LW1100094907 Languages: English, Mandarin Industry Experience: 1 1 years +65 8128 1271 audreyleewi@phillip.com.sg

P PhillipCapitaI Your partner In Finance Robert Wai Ming Quilindo Senior Investment Specialist MAS Rep No: RWM300019052 Languages: English, Cantonese Industry Experience: 10 years +65 9833 4260 robertquilindo@phillip.com.sg

P PhillipCapitaI Your Partner In Finance Robin WH- CFA, CFP, CPA (Australia) Principal Investment Specialist MAS Rep No: CWH100036062 Languages: English, Mandarin Industry Experience: 17 years +65 9172 4695 E robinchanwh@phillip.com.sg ABOUT ME This is Robin. I have many years of experience in equity trading both from a technical and fundamental perspective.

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P PhillipCapitaI Your partner In Finance Alexter Wong Teck Yue 01B) Senior Investment Specialist MAS Rep No: WTY100003780 Languages: English, Mandarin Industry Experience: 21 years +65 9383 2121 Alexter@phillip.com.sg

P PhillipCapitaI Your partner In Finance Law Chei Guan Wealth Manager (Dual Licence) MAS Rep No: LCG100071525 Languages: English, Mandarin, Bahasa, Cantonese, Hokkien Industry Experience: 12 years +65 9183 5446 lawcg@phillip.com.sg

P PhillipCapitaI Your Partner In Finance Freeman Pang Financial Services Manager MAS Rep No: PTJ200066534 Languages: English, Mandarin Industry Experience: 19 years +65 9852 7646 E freemanpangtj@phillip.com.sg

P PhillipCapital Your Partner In Finance Charles Loong Wealth Manager (Dual Licence) MAS Rep No: LHL100090881 Languages: English, Mandarin, Cantonese, Hokkien Industry Experience: 11 years +65 8113 8148 +65 6726 3220 loonghl@phillip.com.sg

P PhillipCapital Your Partner In Finance 4 Francis Hay Wealth Manager (Dual Licence) MAS Rep No: HSH100049043 Languages: English, Mandarin Industry Experience: 14 years +65 9833 0887 E haysh@phillip.com.sg

P PhillipCapital Your Partner In Finance Jonathan Wang Financial Advisory Consultant MAS Rep No: WKP100009963 Languages: English, Mandarin Industry Experience: 20 years +65 9665 9989 jonathanwkp@phillip.com.sg

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P PhillipCapitaI Your Partner In Finance Robin Ho Principal Investment Specialist MAS Rep No: HSA100030186 Languages: English, Mandarin oo ABOUT ME +65 8161 0964 robinhosa@phillip.com.sg https://wvuv.robinhosmartrade.com/ Hi, I'm Robin Ho.l have been trading the markets full-time for the last 18 years. I'm a seven- time award winner of Phillip Capital as a top tier trading representative and have been one of Phillip's most successful traders. You can join my community, subscribe to my trading signals and attend my courses and events.

P PhillipCapital Your partner In Finance Andy Koh Financial Services Manager MAS Rep No: KCH300047056 Languages: English, Mandarin Industry Experience: 10 years +65 8125 9042 andykohch@phillip.com.sg https://andykoh.mailchimpsites.com ABOUT ME I assist my client to achieve their financial goals through the comprehensive suite of products available in the market. I believe in personalised planning as each individual's needs are different as we progress in our lives.

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P PhillipCapital Your Partner In Finance Eric Lee Wealth Manager (Dual Licence) MAS Rep No: LCS100034608 Languages: English, Mandarin Industry Experience: 17 years ABOUT ME MY PROFILE MY SERVICES CONTACT ME TESTIMONIALS +65 9633 5696 +65 6597 2275 ericlee@phillip.com.sg https://www.stockwhisperersg.com/ Eric Lee joined PhillipCapital since 2004 and has many years of experiences analysing the stock market using Fundamental and Technical Analysis.

P PhillipCapital Your Partner In Finance Fong Mei Leng Financial Advisory Consultant MAS Rep No: FML300288078 Languages: English, Mandarin Industry Experience: 6 years ABOUT ME MY PROFILE MY SERVICES CONTACT ME +65 9745 2909 fongml@phillip.com.sg I am a Financial Advisory Consultant with Quantum Planners & Associates, an Agency with more than 50 Financial Client Advisors. I provide financial planning services covering protection, wealth accumulation and retirement planning with insurance solutions and investment wealth advisory services. I am a Certified Public Accountant (CPA S'pore), Associate Estate Planning Practitioner (AEPP), and have recently completed the Certified Financial Planner Programme.

P PhillipCapital Your Partner In Finance Chiang Wen Kai Associate Manager MAS Rep No: CWK300129047 Languages: English, Mandarin Industry Experience: 13 years ABOUT ME MY PROFILE MY SERVICES ACHIEVEMENTS CONTACT ME +65 9851 4061 chiangwk@phillip.com.sg I started off in the Banking Industry as a Bank Branch Service Ambassador, and opportunity arose for me to progress further in SME banking sector, and thereafter expanding further into SME loans and SME Insurance. With the first encounter of SME Insurance, something in me was brewing to have a deeper understanding of personal Financial planning, and personal risk management. I eventually joined Phillip Capital as a Financial Advisory Consultant in 2014 to make a difference to people's lives. As a strong advocate in financial planning, many clients has changed their perspective towards managing their finances after meeting me.

P PhillipCapital Your Partner In Finance Tan Cher Lin, Cheryl Financial Services Manager MAS Rep No: TCL200066036 Languages: English, Mandarin, Teochew, Hokkien Industry Experience: 18 years ABOUT ME +65 9791 1702 cheryltan@phillip.com.sg An effective individual who is engineering-trained and used to jet-set around the world; hence understanding how the global markets, companies and people function and work. I am able to bring forth fresh perspective into your personal comprehensive financial planning journey.

P PhillipCapital Your Partner In Finance Tony Siow Portfolio Manager MAS Rep No: SWL300139696 Languages: English, Mandarin Industry Experience: 17 years ABOUT ME +65 9834 2284 tonysiowwl@phillip.com.sg I am a licensed Portfolio Manager with over 15 years of experience in the financial services sector. Sharing the same investment philosophy, I joined Ryan Tan and his team in 2020. Together, we manage our clients' assets guided by our investment philosophy of investing for the long-term. We focus on identifying and understanding global and future trends in the areas of disruptive technology. Then we conduct thorough research and analysis Of these high-growth companies before investing with conviction. As part Of risk management, we invest mostly in large-cap blue-chip companies.

P PhillipCapital Your Partner In Finance Soufe Lim Financial Services Director MAS Rep No: LYG200064996 Languages: English, Mandarin, Hokkien Industry Experience: 32 years ABOUT ME +65 9777 8388 soufetan@phillip.com.sg Soufe is a Financial Services Director at PhillipCapital. A certified Associate Financial Planner (AFP), Associate Specialist in Estate Planning (ASEP@) & Associate Estate Planning Practitioner (AEPP@), she entered the field back in 1989 - roving through industry mega players such as Prudential & John Hancock before joining this current practice in 2002. Having qualified for the Million Dollar Round Table (MDRT) multiple times, she currently leads a team of associates responsible for serving the financial needs of a clientele base spanning across Asia.

p PhillipCapitaI Your Partner In Finance Lina Foo Financial Services Manager MAS Rep No: FLX200064750 Languages: English, Mandarin, Cantonese Industry Experience: 14 years ABOUT ME MY PROFILE MY SERVICES CONTACT ME +65 8811 2238 linafoo@phillip.com.sg I am a Financial Services Manager as well a Stock Broker with more than 14 years of experience in the industry. I am a Certified Financial Planner (CFP) and I believe in providing holistic solutions in financial planning and growing wealth for people. Hence, I have decided to take up the role as an Estate Planner with Precepts International a few years ago. I am a qualified Associate Estate Planning Practitioner (AEPP) as well as a member of the Society of Trust and Estate Practitioner (STEP). I believe that financial literacy is an essential life skill that everyone should acquire. Therefore, I volunteered as a lead trainer on Money Act at WINGS, a non-profit organisation providing education and activities focused on helping women above age 40 in 3 core areas namely financial security, emotional & physical healthiness. My involvement at WINGS has been very meaningful and rewarding as we shared financial knowledge, experiences and made new friends along the way.

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P PhillipCapital Your partner In Finance Seah Lay Keow General Insurance Specialist Languages: English, Mandarin, Bahasa Industry Experience: 29 years +65 9682 2128 seahlk@phillip.com.sg ABOUT ME Having spent over 20 years underwriting in the marine insurance and reinsurance markets, Lay Keow's value-add to any corporation, large or small, is an insider's perspective on how to optimize the insurance coverage to manage and protect your business and/or trade risks. She was a Marine Insurance specialist with main focus on Marine Cargo Insurance, Fine Arts & Specie Insurance. She is also conversant with other Commercial and Personal Insurances.

PhillipCapital Your Partner In Finance Ellain Tan Financial Services Director MAS Rep No: TMN100027540 Languages: English, Mandarin Industry Experience: 19 years +65 9750 9313 +65 0108 ellaintmn@phillip.com.sg https://www.qpadvisors.sg/ ABOUT ME I am a Principal Trading Representative and Financial Services Director with an Agency of over 50 Financial Advisors. With 19 years of experience, I advise clients on securities portfolio construction, investment, wealth accumulation, retirement planning, and more. I am also a Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and Chartered Market Technician (CMT).

P PhillipCapital Your partner In Finance Coong Kin Ming Associate Manager MAS Rep No: CKM300019400 Languages: English, Mandarin, Cantonese Industry Experience: 10 years +65 8101 4198 E coongkm@phillip.com-sg

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P PhillipCapitaI Your Partner In Finance Ryan Tan Portfolio Manager MAS Rep No: TML300119869 Languages: English, Mandarin Industry Experience: 9 years ABOUT ME i'.iå.ii::_.. +65 8323 3882 ryantanml@phillip.com.sg I am an experienced Portfolio Manager with over 25 years Of investment experience. A mechanical engineer by training, I have accumulated real-life global industries experience which helps in my investments. Together with my team members, Tony Siow and Wai San Ng, we manage our clients' assets guided by our investment philosophy of investing for the long- term. We focus on identifying and understanding global and future trends in the areas of disruptive technology. In addition, we conduct thorough research and analysis Of these high- growth companies before investing with conviction. As part of risk management, we invest mostly in large-cap blue-chip companies.

P PhillipCapital Your Partner In Finance Angela Koh Relationship Manager MAS Rep No: KYS300443668 Languages: English, Mandarin, Bahasa Industry Experience: 4 years ABOUT ME +65 9455 1986 angela@phillip.com.sg Experienced Financial Advisory Consultant and Relationship Management expert in finance and insurance industry. Skilled in Wealth Planning, Financial Services and Customer Relationship Management.

P PhillipCapitaI Your Partner In Finance David Tong Principal Investment Specialist MAS Rep No: TSF100016383 Languages: English, Mandarin, Cantonese, Hokkien, Teochew Industry Experience: 31 years ABOUT ME +65 9683 7898 davidt@phillip.com.sg I have been in the industry for over 30 years, starting Off as a Remisier to now Principal Trading Representative, going through multiple bull and bear markets. With my wealth Of experiences, I dedicated the last 5 years into managing client accounts for passive income. I also took up Financial Adviser license to expand the product range like wholesale bonds and Unit Trust to complement Stocks investing for passive income.

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P PhillipCapital Your Partner In Finance Marcus Toh Principal Investment Specialist MAS Rep No: TKY100003150 Languages: English, Mandarin, Hokkien Industry Experience: 22 years +65 6533 2420 +65 6535 4941 marcustoh@phillip.com.sg

P PhillipCapital Your Partner In Finance New Lay Heong Wealth Manager (Dual Licence) MAS Rep No: NLH100054487 Languages: English, Mandarin Industry Experience: 14 years +65 8138 5915 +65 6535 1857 newlh@phillip.com.sg

P PhillipCapital Your Partner In Finance Veronica Wong Principal Investment Specialist MAS Rep No: VWS100004921 Languages: English, Mandarin Industry Experience: 28 years +65 6535 3424 E] +65 6535 3425 veronica@phillip.com.sg

P PhillipCapital Your Partner In Finance David Lee Soon Chye Wealth Manager (Dual Licence) MAS Rep No: LSC300395162 Languages: English, Mandarin, Hokkien, Teochew Industry ExFrience: 5 years +65 9185 4724 E leesc@phillip.com.sg

PhillipCapital Your partner In Finance Wendy How Financial Services Director MAS Rep No: HSB200064438 Languages: English, Mandarin Industry Experience: 22 years +65 9623 2055 wendyhow@phillip.com.sg

P PhillipCapital Your partner In Finance Charlene Tay Financial Advisory Consultant MAS Rep No: CTK300499973 Languages: English, Mandarin Industry Experience: 3 years +65 9338 9583 charlenetaykl@phillip.com.sg

P PhillipCapital Your Partner In Jennij Lee Financial Advisory Consultant MAS Rep No: LPY200064456 Languages: English, Mandarin, Hokkien Industry Experience: 14 years +65 9172 7823 jennijleepy@phillip.com.sg

PhillipCapital Your Partner In Finance Victor Chew Financial Services Director MAS Rep No: CCF-m019436 Languages: English, Mandarin, Hokkien Industry Experience: 20 years +65 9101 8165 +65 6534 2079 victorccf@phillip.com.sg

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