Joel Leo

Joel Leo has extensive work experience in the financial services industry. Joel is currently serving as the Financial Services Associate Director at Income since July 2022. Prior to this, Joel worked at Singlife Financial Advisers, where they held various roles including Senior Financial Services Manager, Financial Services Manager, Senior Wealth Manager, and Wealth Manager from 2016 to 2022. Joel also worked briefly as a Financial Consultant at Prudential Assurance Company Singapore in 2016 and as a Personal Banker at United Overseas Bank Limited (UOB) from 2015 to 2016.

Joel Leo completed a Bachelor's Degree in Marketing from RMIT University in 2014. Additionally, they have obtained various certifications, such as CHFC3 - Tax, Estate Planning and Legal Aspects of Financial Planning, ICAGILE - AGILE TEAM FACILITATION, Associate Estate Planning Practitioner (AEPP), and others, from different institutions including Singapore College of Insurance, Precepts Academy Pte Ltd, and NTUC LearningHub. Some of these certifications were obtained in 2020, while others do not have specific obtained dates.