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About FPAS

About Financial Planning Association of Singapore

Established on 1st December 1998, the Financial Planning Association of Singapore (FPAS) is a non-profit professional association dedicated to developing and promoting an industry providing unbiased financial advice to the Singaporean public. FPAS is the professional organisation for the financial planning industry in Singapore and is the organisation representing qualified financial planners.

FPAS is part of a global assembly of financial planning bodies, and a licensee of the Financial Planning Standards Board Ltd., a US-based nonprofit organization launched in October 2004 to set standards for and oversee the international CFP certification program. FPSB currently has 23 members, including Certified Financial Planner Board of Standards (CFP Board), and as of 2007, more than 110,000 individuals have been certified to use the CFP® marks globally.

After Australia and Japan, FPAS was the third member to join the federation of CFP certification bodies in the Asia region and the tenth member of FPSB internationally.

For more information, please contact us at:
Financial Planning Association of Singapore
146 Robinson Road, #04-02,
Singapore 068909
Tel : (65) 6372 1030
Fax : (65) 6372 0121
Email : fpas@fpas.org.sg

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FPAS Executive Council

James Sim Eng Huat, CFP® (President)
Mr James Sim Eng Huat is a Financial Services Senior District Director with American International Assurance Co Limited.

Kimmis Pun, CFP® (Vice President)
Ms Kimmis Pun is an Executive Director of UBS AG in Singapore.

Foo Jong Ai (Honorary Secretary)
Mr Foo Jong Ai is the Chief Executive Officer of Netrust Private Limited.

David Yeung (Honorary Treasurer)
Mr David Yeung is the Director of David Yeung   Co PAC.

Ong Kian Min, LLB (Council Member)
Mr Ong Kian Min is a consultant with Drew   Napier LLC.

Tow Joon Lai (Council Member)
Mr Tow Joon Lai is a Director of Corporate Services in the Media Development Authority of Singapore.

Hui Weng Tat, PhD (Council Member)
Associate Professor Dr Hui Weng Tat is an Economist at the Lee Kuan Yew School of Public Policy, National University of Singapore.

Lim Boon Tiong, PhD (Council Member)
Dr Lim Boon Tiong is the Assistant Dean of Faculty of the Arts and Social Sciences and a Senior Lecturer, Department of Economics, National University of Singapore.

Goh Chye Huat (Council Member)
Mr Goh Chye Huat is the Managing Director of Jardine Lloyd Thompson Private Limited.

Ashley Ong Kim Hock (Council Member)
Mr Ashley Ong Kim Hock is the Managing Director of Lion Trust.

Wendy Wong Mei Yoke, LLB (Council Member)
Mrs Wendy Wong is the Director of Sim   Wong LLC.

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FPAS Executive Council Chart

FPAS Executive Council
President:Mr. James Sim, CFP®
Vice President:Ms. Kimmis Pun, CFP®
Honorary Secretary:Mr. Foo Jong Ai
Honorary Treasurer:Mr. David Yeung
Council Member:Mr. Ong Kian Min, LLB
Mr. Tow Joon Lai
Dr. Hui Weng Tat
Dr. Lim Boon Tiong
Mr. Goh Chye Huat
Ms. Wendy Wong, LLB
Mr. Ashley Ong

Chief Executive Officer:Mrs. Alicia Ng-Chua
Chief Operating Officer:Mr. Benedict Wang

Certification Board
Chairman:Prof. Hui Weng Tat
Members:Ms. Chan Ai Noi Elaine, CFP®
Mr. Cheng Eric, CFP®
Mr. Chen Jianguang Kelvin, CFP®
Mr. Chin Kim Shin Daniel, CFP®
Ms. Chua Seow Yoong Yasmin, CFP®, TEP
Mr. Ho Kien Hung, CFP®
Ms. Leong Pui San Jessica, CFP®
Ms. Li Si Lin Gemelle, CFP®
Mr. Lee Hong Chew Jeff, CFP®
Ms. Lee Mei Ping, CFP®
Ms. Lee Wai Lan, CFP®
Ms. Lim Shi Qing, CFP®
Ms. Low Sook Mien Stephenie, CFP®
Ms. Ong Suat Lyn, CFP®
Ms. Sim Yueh Ting, CFP®
Ms. Teo Shek Ling, CFP®
Mr. Tan Kheng Lai, CFP®
Mr. Wong Soon Inn Shannon, CFP®
Mr. Woon Yong Kiat Jeffrey, CFP®
Ms.Yau Yue Ping Kelly, CFP®

Ethics Board
Chairman:Mr. Ong Kian Min, LLB
Members:Mr. James Sim, CFP®
Ms. Kimmis Pun, CFP®
Mr. Lance Tay

Membership Board
Chairwoman:Ms. Kimmis Pun, CFP®

Finance Committee
Chairman:Mr. David Yeung
Members:Ms. Kimmis Pun, CFP®
Mr. Steven Teo, CFP®
Ms. Jacqueline Chan

Editorial Board
Chairman:Mr. James Sim, CFP®
Members:Mr. Ben Fok, CFP®
Ms. Yash Mishra, CFP®
Mr. Bernard Maughan
Ms. Cai Zong Zhen, AFP, AWP
Mr. Joni Herison, CFP®
Mr. Huang Junxiong, AFP
Ms. Ling Hue Chye, CFP®
Ms. Mandal Mamta, CFP®

Public Awareness Committee
Chairman:Mr. Foo Jong Ai

(Updated as at 10 September 2009)

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FPAS Vision and Objectives

The FPAS vision is to ensure that all Singaporeans have access to responsible and appropriate financial planning advice, by raising the professional standards of the industry through education and a shared code of ethics. In support of this vision, FPAS provides a range of services to consumers and to member individuals and organisations. In particular, FPAS aims to:

  • Educate and inform the public of the need for objective professional advice in making secure financial decisions

  • Ensure sufficient professional and ethical standards to maintain the confidence and trust of existing and prospective customers

  • To provide members with education, training and information to enhance their provision of objective professional financial advice

  • Develop and maintain high ethical standards for members

  • Represent the industry and its members to ensure an operating environment which is conducive to providing high quality financial advice

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FPAS Constitution

Click here to read the FPAS Constitution (PDF file format)

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Founding Charter Members

Since its inception, FPAS has received overwhelming support from many of the largest financial institutions in Singapore. FPAS' founding charter members include:

  1. American International Assurance Co. Ltd.

  2. AXA Life Insurance Co. Ltd.

  3. DBS Vickers Securities (Singapore) Pte Ltd

  4. Fraser Securities Pte. Ltd.

  5. Great Eastern Life Assurance Co. Ltd.

  6. HSBC Insurance (Singapore) Pte Ltd.

  7. Lim & Tan Securities Pte. Ltd.

  8. Manulife (S) Pte Ltd

  9. Maybank

  10. NTUC Income Insurance Co-operative Ltd

  11. Oversea-Chinese Banking Corporation Ltd.

  12. Phillip Securities Pte. Ltd.

  13. Prudential Assurance Co. Singapore (Pte) Ltd.

  14. Standard Chartered Bank

  15. The Development Bank of Singapore

  16. The Hongkong and Shanghai Banking Corporation Ltd

  17. UBS AG

  18. United Overseas Banking Corporation Ltd

Corporate Members

  1. Professional Investment Advisory Services

  2. Aviva Limited

  3. Friends Provident International Limited

  4. Zurich International Life Ltd 


     

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Disclaimer:

This is the official web site of Financial Planning Association of Singapore (FPAS). We endeavor timely update of information so as to better serve our members.

The copyright in all electronic on-line documents in this web site belongs to FPAS. Therefore, any references copied or made is strictly prohibited, without prior express verbal or written permission by FPAS. Any reference in this web site to any commercial goods or services, or any 3rd party firm is for the information and convenience of the members, and does not constitute any endorsement by FPAS. FPAS assumes no responsibility for any consequences arising from the use of or reliance on such 3rd party information from our web site.

CFP®, CERTIFIED FINANCIAL PLANNERTM, and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Financial Planning Association of Singapore is the marks licensing authority for the CFP marks in Singapore, through agreement with FPSB.

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