Summit Planners Pte Ltd
Kevin Ong 翁诗豪 has a strong background in financial services and advisory roles. Kevin Ong 翁诗豪 has worked as an Assistant Vice President at Manulife Financial Advisers, where they prioritize client needs and provides a wide range of solutions in insurance, investment, and retirement planning. Kevin also served as a Vice President at Summit Planners, working with professionals and institutions to offer customized business and financial solutions to clients of all sizes. Prior to these roles, they worked as a Senior Financial Services Consultant at Professional Investment Advisory Services, where they provided advice to foreigners and expatriates from various countries. Kevin's earlier experience includes Senior Financial Consultant and Financial Consultant positions at finexis advisory Pte Ltd.
Kevin Ong 翁诗豪's education history includes attending the Singapore College of Insurance, where they studied Insurance and Collective Investment Scheme. Kevin Ong 翁诗豪 also obtained several certifications, including an Advanced Certificate in Training and Assessment from the Singapore Workforce Development Agency in June 2016 and an Associate Financial Consultant certification from the Singapore College of Insurance Ltd in June 2013. Additionally, they obtained various certifications related to Collective Investment Schemes, Health Insurance, Life Insurance and Investment-linked Policies, and Rules and Regulations for Financial Advisory Services from the Singapore College of Insurance. Kevin Ong 翁诗豪 also holds an Associate Estate Planning Practitioner certification from Estate Planning Practitioners Limited, but the year and month of obtaining this certification are not provided.
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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.