Kelso Beggs

Kelso Beggs, CFP has a strong background in wealth management and financial planning services, with expertise in serving internationally mobile clients. Kelso currently serves as the Regional Director of Strategic Relationships at PPI, where they collaborate with investment advisors and other strategic partners to support their risk management, estate planning, and tax planning client conversations. In addition, they assist partners with process efficiency, practice management, embracing new technology, navigating regulatory change, and marketing initiatives. Prior to their current role, Kelso held the position of COO & Executive Director at AAM Advisory Pte Ltd, overseeing a team of 90+ staff members and serving over 4.5K clients from 80+ nationalities. Kelso also worked as a Consultant/Adviser at The Henley Group and held various leadership positions at International Financial Services (iFS). Kelso began their career as a Compliance/Technical Consultant and Training Consultant at Zurich International Life and worked as a Personal Banker at Barclays.

Kelso Beggs, CFP holds the Certified Financial Planner (CFP) designation from both FP Canada and the Financial Planning Standards Board fpsb.org (via Financial Planning Association of Singapore). The CFP designation from Singapore focused on the field of Financial Planning and Wealth Management. Additionally, Kelso Beggs completed the Life Licence Qualification Program (LLQP) at Durham College, which is a Common Law program. Kelso also received the Canadian Investment Funds Course (CIFC) from IFSE Institute. Further education includes the completion of the Financial Planning Certificate (FP1, FP2, and FP3) as well as the Award in Financial Planning from the Chartered Insurance Institute. Kelso Beggs also passed the CMFAS M5, M6A, M8, M8A, M9, M9A, and HI exams from the Singapore College of Insurance. Lastly, Kelso Beggs obtained a Certificate in Teaching Adult Learners (7307) from UK City and Guilds.