Summit Planners Pte Ltd
Joshua Lee ChFC®/S, CLPA, AEPP®, IBFA has a diverse work experience in the financial services industry. Joshua Lee is currently serving as the Assistant Vice President of Financial Services at Manulife Financial Advisers Pte Ltd, where they lead a team that has consistently achieved their COT and MDRT since 2018. Joshua is committed to putting clients' needs first and providing them with a wide range of solutions for their insurance, investment, and retirement needs.
Prior to their current role, Joshua held the position of Vice President at Summit Planners Pte Ltd. Summit Planners is an organization that collaborates with professionals and institutions to provide business and financial solutions to clients. During their tenure at Summit Planners, Joshua worked with clients of various sizes and helped them achieve their financial goals.
Joshua also worked as a General Insurance Agent at both AIG and MSIG Insurance (Singapore) Pte. Ltd. Joshua Lee gained experience in the general insurance field and served clients by offering them suitable insurance products.
In addition, Joshua held multiple roles at AIA Singapore, including Financial Services Associate Director, Financial Services Manager, Personal Wealth Manager, and Senior Financial Services Consultant. Joshua Lee worked closely with clients to provide them with comprehensive financial solutions.
Joshua started their career as a Financial Advisor at Prudential Assurance Company Singapore, where they assisted clients with their financial planning needs.
Throughout their career, Joshua has shown a dedication to putting clients first, achieving exceptional results, and providing customized solutions.
Joshua Lee ChFC®, CLPA, AEPP®, IBFA received their education at Singapore Polytechnic, where they pursued studies in an unspecified field.
In addition to their formal education, Joshua has obtained several certifications to enhance their professional credentials. Joshua Lee achieved the Chartered Financial Consultant® designation from the Singapore College of Insurance Ltd in June 2016.
Joshua also holds the certifications of Certified Legacy Planning Associate, granted by the Asia Estate Planning Association in December 2022, and Associate Estate Planning Practitioner AEPP®, awarded by PreceptsGroup International in November 2021. Joshua Lee further obtained the IBF Advanced (IBFA) Level 3 certification from IBFSG - The Institute of Banking & Finance Singapore in December 2017.
Furthermore, Joshua gained the title of Associate Specialist in Estate Planning (ASEP) from Wealth College in May 2016.
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Summit Planners Pte Ltd
“There is no room for fear at the peak of success. We are here to help you scale the summit.” Taking root in 1994, Summit Planners is a revolutionary concept hatched by four far-sighted individuals with a shared vision. Summit Planners Pte Ltd is one of a few in Singapore to offer one-stop integrated financial services to both business owners and individuals. Our services include Accounting, Corporate Secretarial and Tax Services, Banking and Finance Consultancy, Corporate Risk Management, Estate Planning and Trust, Financial Planning, General Insurance, Real Estate, Training and Publications, Wealth Management, Employment Services and Medical Concierge Services. Through our unique platform, our advisers are able to provide the client with a complete financial planning solution, ranging from Debt Planning, Investment Planning, Retirement Planning, Risk Management Planning, Education Planning, Estate Planning, Cash Flow Planning and Tax Planning.