About Us

Executive Council

The Executive Council (EXCO) provides strategic direction to advance and support the mission of AEPA, the estate planning fraternity and the community at large. EXCO members are elected by the eligible voting members of AEPA. The current EXCO’s term is from 2024 – 2026.

Allen Lim

Position: President

CLU, ChFC, FChFP, Cert in Law (Estate Planning), M.Mgt, ACTA

  • Allen is the founder of Advisers’ Harbour, a professional mentor to advisers.
  • He holds the Chartered Life Underwriter and Chartered Financial Consultant designations.
  • He was conferred an IBF Fellow (Financial Planning) in 2021.

CLU, ChFC, FChFP, Cert in Law (Estate Planning), M.Mgt, ACTA...

Allen Lim

President

David Chee

Position: Vice-President

David CHEE is a Partner of Wong Partnership in the Private Wealth and Middle East Practices.

His main practice area is private wealth, which includes wealth & succession planning, trust advisory and charity & philanthropy. He has also worked in trust companies and private banks. His experience includes advising on international tax and trust structures, insurance solutions and asset management.

In the area of trusts, David advises trustees on various matters related to trust business, such as regulatory requirements, fiduciary risk & obligations and the administration of trusts and estates. David also advises on the use of trusts in other areas such as debt restructuring, employee benefit programs, environmental restoration and rehabilitation projects and charity & philanthropy.

In the private wealth space, David works with and advises high net worth clients on all aspects of their wealth and succession planning needs such as wealth transfers from one generation to another, asset protection & preservation, family business succession, tax efficiency, philanthropy, family governance and the establishment of family offices.

David’s over a decade long experience has allowed him to build a strong network with wealth management industry players. He is also an active speaker and trainer on topics relating to trusts and wealth & succession planning. David is a member of the Law Society of Singapore and the Singapore Academy of Law.

David CHEE is a Partner of Wong Partnership in the...

David Chee

Vice-President

Sky Cheong Tien Fook

Position: Honorary Secretary
Data Protection Officer

Sky is a Chartered Financial Consultant (ChFC) and Certified HNW Adviser. He represents an Independent FA firm, to deliver financial and estate planning solutions to his clients. He is known for his independent thoughts and have published 3 articles in a local financial practitioners’ association. He recently assisted a widow to win and secure a life insurance settlement payout in a
dispute with a local bank in FIDReC. Sky believes in estate planning.

Sky is a Chartered Financial Consultant (ChFC) and Certified HNW...

Sky Cheong Tien Fook

Honorary Secretary
Data Protection Officer

Chong Wei Ping

Position: Treasurer

Wei Ping is a Certified Financial Planner (CFP), and he represents an independent FA firm to provide financial planning solutions to his clients. Concurrent to his advisory role, he also helps oversees the training for the firm. Wei Ping is noted for his knowledge in estate planning and investment. Wei Ping believes in estate planning.

Wei Ping is a Certified Financial Planner (CFP), and he...

Chong Wei Ping

Treasurer

Eunice Hooi

Position: Member

Eunice is the Managing Director of Tax, Asia, at a leading professional services firm with well-established offices and vast networks in Asia. As a Chartered Accountant (CA) and Accredited Tax
Advisor (ATA), Eunice has more than 20 years of extensive tax and transfer pricing experience across diverse industries in the Asia Pacific and Middle East regions, including IT, manufacturing, commodity trading, petrochemical, as well as oil and gas. Beyond her corporate role, Eunice contributes to education as an Associate Lecturer at a local university and private education institutions. Eunice believes in estate planning.

Eunice is the Managing Director of Tax, Asia, at a...

Eunice Hooi

Member

Lem Jia Jia

Position: Member
  • Senior Financial Consultant
  • IBFQ
  • BBBA (HR)

Senior Financial Consultant IBFQ BBBA (HR)

Lem Jia Jia

Member

Low Seow Ling

Position: Member

LLB (Hons)

  • Seow Ling has been an advocate and solicitor of the Supreme Court since July 2013. She is an Associate Director with Eden Law Corporation, a firm founded in 2014 with a social mission of providing affordable justice for all.
  • Seow Ling is especially interested in formulating sustainable estate planning solutions for singles, families with special needs members, and elderly individuals. To better support these groups, Seow Ling was appointed in the first batch of professionals registered under the Professional Deputy and Donee scheme in 2018. She is passionate about representing the interests of individuals who do not have family members to rely on to be their proxy decision makers, and working with families that require professional assistance to handle the assets of their loved ones.
  • Familiar with the intricacies and sensitivity of family disputes, Seow Ling has handled cases involving contested estate, mental capacity, divorce and child custody matters. She is an accredited mediator with the Singapore Mediation Centre and strongly believes that better outcomes can be achieved through mediation, by facilitating communication during negotiations and exploring the interests of parties to reach amicable resolutions that are workable and sustainable.
  • Fluent in Mandarin, Seow Ling has been invited by various organisations, including SPED schools, Ministry of Manpower, Central Provident Fund Board and the Special Needs Trust Company Limited, to share her knowledge and experience on estate planning in the language.

LLB (Hons) Seow Ling has been an advocate and solicitor...

Low Seow Ling

Member

Wong Kwek Yong

Position: Member

Kwek Yong is a Chartered Financial Analyst (CFA), Financial Risk Manager (FRM) and Certified HNW Adviser. He is a Deputy Chief Investment Officer of an established independent FA firm. Kwek Yong has extensive experience in the banking industry and has completed commercial projects in a foreign country. He is a life-long learner and serves as honorary secretary of Mensa
Singapore. Kwek Yong believes in estate planning.

Kwek Yong is a Chartered Financial Analyst (CFA), Financial Risk...

Wong Kwek Yong

Member

Honorary Members

Angelina Hing

Angelina Hing has extensive experience in the legal field. In the early years of her career, Angelina was an established litigator, handling high-value corporate disputes. She is also an Attorney and Counsellor at Law, in the courts of the State of New York. She is an accredited Principle Mediator with the Singapore Mediation Centre (SMC) and sits on the Family Panel of the SMC. She is also appointed Adjudicator at the Financial Industry Disputes Resolution Centre Limited (FIDREC)

Angelina Hing has extensive experience in the legal field. In...

Angelina Hing

Ang Kim Lan

Ms ANG Kim Lan graduated with an LLB (Hons) Degree from the National University of Singapore and an MBA from Maryville University of St Louis. She is an Advocate & Solicitor of the Supreme Court of Singapore as well as a Solicitor in England and Wales. She is a member of the Society of Trusts and Estates Practitioners (STEP) as well as a Commissioner for Oaths and a Notary Public.

Kim Lan’s areas of practice include advising banks and the Central Provident Fund Board (CPF) as one of their panel lawyers, purchasers and vendors in residential, commercial and industrial property transactions, general solicitor’s work and litigation matters.

She oversees the Insurance and Financial Services Department, advising clients both locally and globally. These clients include life insurers, general insurers and insurance intermediaries and financial advisers. She also oversees the Trusts Department, advising clients on how to use trusts effectively as well as advising trust companies on compliance issues.
Kim Lan is experienced in regulatory and compliance requirements in the financial services sector, advising insurers on the setting up of branches and subsidiaries in Singapore, applications for insurance licences, the legal and compliance aspects of operational matters, schemes of transfers and on the structuring and marketing of insurance products. In the course of work, she liaises often with the Monetary Authority of Singapore (MAS).

Kim Lan has drafted and/ or reviewed the terms and conditions of numerous life insurance products such as life policies, term policies, hybrid policies, investment-linked policies (ILPs) with open-ended funds, ILPs with close-ended funds and portfolio bonds, as well as health insurance products, including several Shield plans currently in the market. In addition to the insurance products, she also drafts and/or reviews related product summaries as well as the marketing materials. She also advises clients in representations to regulatory authorities including proposals for changes to the law and practices in the insurance and financial industry.

Kim Lan’s professional involvements include:
• Hon Legal Advisor, Singapore Insurance Brokers Association (SIBA)
• Member, Society of Trusts and Estates Practitioners (STEP)
• Member, Singapore Insurance Institute
• Member, Society of the Financial Services Professionals

Ms ANG Kim Lan graduated with an LLB (Hons) Degree...

Ang Kim Lan

Prof Dennis Lee

Professor and Senior Fellow, School of International Education, Shantou University

Visiting Professor, Copenhagen Business School

Area Director, MMS

  • Dennis Lee holds or has held many senior professorial positions:
    • Currently, he serves as Area Director, MMS, Senior Fellow and Professor, School of International Education, Shantou University (STU); Associate Faculty at School of Business, Singapore University of Social Sciences (SUSS); and Associate Trainer with the Civil Service College, Singapore (since 2007).
  • Previously, Visiting Professor at Copenhagen Business School (CBS) where he taught “Managing Strategically in a Globalized Word” and “Managing Non-Profit Organizations – Principles & Practices” from 2017 to 2021.
  • He served as Senior General Manager, Metropolitan YMCA Singapore (MYMCA) from January 2020 to December 2021.
  • Prior to these recent appointments, he served as Associate Professor and Regional Advisor (Entrepreneurship), Singapore University of Social Sciences (SUSS); and as Associate Professor, Shantou University (STU), China, where he was Assistant to Dean, Business School at STU. Dennis taught Strategic Management, Non-Profit Organization Management, Global Enterprise Management, International Business, Principles of Management, and Doing Business in China. He was concurrently a Tutor at Veritas College; Faculty Advisor to STU Enactus, a social entrepreneurship program; and Coach cum Manager of STU Touch Rugby Association.
  • He was appointed as Fellow, Singapore University of Social Sciences (SUSS) on 4 Dec 2018, and as a Distinguished Member of SUSS Service-Learning and Community Engagement Resource Panel on 1 Feb 2019.

Professor and Senior Fellow, School of International Education, Shantou University...

Prof Dennis Lee

Ernest Wong

FCCA CGMA ACMA

  • Principal Consultant, EW & Associates
  • Former President of The Chartered Institute of Management Accountants UK
  • Former Head of Citibank’s Corporate Trust Business

FCCA CGMA ACMA Principal Consultant, EW & Associates Former President...

Ernest Wong

Jimmy Wong

Prior to his academic career, Associate Professor Jimmy Wong worked for various corporations across different industries including FMCG, electronics, and pharmaceutical. His expertise in sales and marketing management was developed during his employment at multinational companies such as Johnson & Johnson. After graduating with a PhD in Consumer Psychology from the University of Illinois, he lectured in different universities across the USA, Australia, and Singapore. His research was published in various business journals including the Journal of Services Research and the European Journal of Marketing. Now, he is a marketing faculty in the School of Business at the Singapore University of Social Sciences (SUSS) and he continues to participate in part-time consulting projects with local enterprises and adopts an industry-led approach in his classes.

Prior to his academic career, Associate Professor Jimmy Wong worked...

Jimmy Wong

Katherine Tan

Director, Fortiswills Pte Ltd

  • Having spent almost 20 years in the healthcare and legal sectors, she has seen enough cases to know the importance of planning for one’s future generation.
  • Her experience in the healthcare industry began at the Singapore General Hospital, where she handled the institution’s financial and administrative matters. In 1994, she was appointed Operations Manager at the HMI Balestier Medical Centre. There, she oversaw the administrative and financial aspects of the outpatient clinic and the health screening department, and was actively involved in the preparation of the organisation’s public listing.
  • In 2003, she left the healthcare sector to join Patrick Tan & Associates (now known as Fortis Law), where she was responsible for all administrative duties for the company, including preparation of court documents, general litigation and debt recovery. Since joining FortisWills, she has handled almost 15,000 wills and received numerous compliments from her customers for the excellent service rendered.
  • Despite her heavy responsibilities at the firm, she remains actively involved in community service. Her long-standing service and commitment to the Henderson Community Centre and the Resident Community have earned her a long service award.

Director, Fortiswills Pte Ltd Having spent almost 20 years in...

Katherine Tan

Linda P.L. Wong

Managing Director, Kensington Trust Singapore Limited

  • Linda is one of the Founder Members of the Group. She is a graduate of Monash University, Australia, with a Bachelor of Economics degree majoring in Accountancy.
  • She was trained as an Auditor with one of the top 4 auditing firms. She went on to join the hospitality industry as an accountant before moving on to the trust business.
  • She was attached with a global independent Trust company for 15 years, where her last position held was as Managing Director of the Singapore office with more than 50 employees and the office had asset under administration of well over USD100 million.
  • She is also the Resident Manager of Kensington Trust Singapore Limited.
  • Among her accreditations are: Chairman of Society of Trust and Estate Practitioners (STEP), Singapore Branch for the Years 2015 to 2018; Member of CPA Australia; Chartered Accountant registered with the Malaysian Institute of Accountants; Certified Financial Planner with the Financial Planning Association of Malaysia; Registered Filing Agent with ACRA Singapore; President of Rotary Club of Labuan for the Year 2004/2005 and President of Rotary Club of Sentosa, Singapore for the Year 2010/2011.

Managing Director, Kensington Trust Singapore Limited Linda is one of...

Linda P.L. Wong

Masagoes AK

Managing Director, Aureus Law Corporation

  • Masagoes (or ‘Mas’ as he is usually referred to) is a Consultant with the Practice. He graduated from the University of London in 1984 with a LL.B. Honours and was called to the English Bar as a Barrister of Lincoln’s Inn in July 1985.
  • The following year, he was admitted to the Singapore Bar as an Advocate and Solicitor and immediately started his legal practice in the areas involving both civil and commercial litigation, company and commercial law, criminal law, family law, Muslim law and vehicle and industrial claims.
  • As a Solicitor, he has advised clients on all types of claims, drew up many types of agreements, dealt with wills & trusts, probates and administration of estates, Shariah, Corporate and Conveyancing matters.

Managing Director, Aureus Law Corporation Masagoes (or ‘Mas’ as he...

Masagoes AK

Michael Seow

  • Senior Financial Services Director at Prudential Assurance Company

Senior Financial Services Director at Prudential Assurance Company

Michael Seow

STEPHEN CHEW BAN ENG

(FCCA, CHFC, CLU, IFP, TEP)

In 1987, Stephen Chew completed his ACCA at the age of 21. In the same year he started lecturing in the Institute of Certified Public Accountants of Singapore (ICPAS) majoring in management accounting, advanced accounting and Singapore taxation; to date, he has trained more than 15,000. As a tax practitioner, Stephen has worked as a tax consultant in both international auditing firms and MNCs.

The author of five books, Stephen has written two books dedicated to students preparing for the professional accountancy examinations. The other three books “Taxation Relevant to Insurance Practitioner”, “Estate Planning Relevant to Financial Advisors” and “Planning for Business Owners and Professional” were also well received

(FCCA, CHFC, CLU, IFP, TEP) In 1987, Stephen Chew completed...

STEPHEN CHEW BAN ENG

Certification Committee

Allen Lim

Position: Co-Chair

CLU, ChFC, FChFP, Cert in Law (Estate Planning), M.Mgt, ACTA

  • Allen is the founder of Advisers’ Harbour, a professional mentor to advisers.
  • He holds the Chartered Life Underwriter and Chartered Financial Consultant designations.
  • He was conferred an IBF Fellow (Financial Planning) in 2021.

CLU, ChFC, FChFP, Cert in Law (Estate Planning), M.Mgt, ACTA...

Allen Lim

Co-Chair

Prof Dennis Lee

Position: Co-Chair

Professor and Senior Fellow, School of International Education, Shantou University

Visiting Professor, Copenhagen Business School

Area Director, MMS

  • Dennis Lee holds or has held many senior professorial positions:
    • Currently, he serves as Area Director, MMS, Senior Fellow and Professor, School of International Education, Shantou University (STU); Associate Faculty at School of Business, Singapore University of Social Sciences (SUSS); and Associate Trainer with the Civil Service College, Singapore (since 2007).
  • Previously, Visiting Professor at Copenhagen Business School (CBS) where he taught “Managing Strategically in a Globalized Word” and “Managing Non-Profit Organizations – Principles & Practices” from 2017 to 2021.
  • He served as Senior General Manager, Metropolitan YMCA Singapore (MYMCA) from January 2020 to December 2021.
  • Prior to these recent appointments, he served as Associate Professor and Regional Advisor (Entrepreneurship), Singapore University of Social Sciences (SUSS); and as Associate Professor, Shantou University (STU), China, where he was Assistant to Dean, Business School at STU. Dennis taught Strategic Management, Non-Profit Organization Management, Global Enterprise Management, International Business, Principles of Management, and Doing Business in China. He was concurrently a Tutor at Veritas College; Faculty Advisor to STU Enactus, a social entrepreneurship program; and Coach cum Manager of STU Touch Rugby Association.
  • He was appointed as Fellow, Singapore University of Social Sciences (SUSS) on 4 Dec 2018, and as a Distinguished Member of SUSS Service-Learning and Community Engagement Resource Panel on 1 Feb 2019.

Professor and Senior Fellow, School of International Education, Shantou University...

Prof Dennis Lee

Co-Chair

Louise Gan

Position: Member

Branch Director, Finexis advisory Pte Ltd

  •  Manage a team of advisors
  • Advisory role to affluent and high net worth individuals locally and in the region
    on their key man and estate planning needs

Director – High Net Worth

  • Drive the High Net Worth (HNW) business for firm’s advisory teams with a
    focus on investment and legacy creation
  • Collaboration with HNW product providers and devise initiatives for firm
  • Conduct joint field work with advisers to coach & ensure proper explanation
    of HNW value propositions and solutions
  • Grow the regional corporate referral business
  • Strategic Alliance with Bank partners and Trust companies for HNW business
  • Manage majority of the sales teams with full responsibilities of their
    recruitment and sales targets

Branch Director, Finexis advisory Pte Ltd  Manage a team of...

Louise Gan

Member

Events Committee

Victor Tang

Position: Chair

Victor, a Personal Wealth Director, a TOT Top Advisor, has for the past 20 years been serving Mandarin speaking clients from mainland China, Taiwan, Malaysia, Indonesia and Thailand. He found great success in his work particularly in providing estate and financial planning to Mandarin speakers in the region. He is today a regular guest speaker on various Mandarin media ranging from Channel 8, Good Morning Singapore to Hello Singapore, Capital 958FM, 963FM where he speaks on Parenting, Business Succession, Estate Administration and Financial planning topics.

Victor, a Personal Wealth Director, a TOT Top Advisor, has...

Victor Tang

Chair

Lionel Lau

Position: Vice-Chair

Fellow, Association of Chartered Certified Accountants

  • Lionel Lau is Director and Co-Founder of First Business Advisory Pte Ltd. He is a Fellow member with Association of Certified Chartered Accountants United Kingdom with over 15 years of experience in Business Outsourcing and Commercial Finance.
  • Previously Director at RSM Singapore, the largest tax and audit firm in Singapore outside the Big-4, he led teams in corporate finance advisory and accounting services for companies in various industries ranging from F&B, Retail, Education, Manufacturing, Payment Services and Fintech companies.
  • He subsequently headed finance teams in both MNCs (Financial Institution) and start-ups, spearheading regulatory reporting projects, business products pricing review, cross border reporting, funding and investment pitches to investors.
  • A native Singaporean, Lionel started his career in 2004 with Stone Forest AccountServe where he stayed ten years.

Fellow, Association of Chartered Certified Accountants Lionel Lau is Director...

Lionel Lau

Vice-Chair

Membership Committee

Allen Lim

Position: Chair

CLU, ChFC, FChFP, Cert in Law (Estate Planning), M.Mgt, ACTA

  • Allen is the founder of Advisers’ Harbour, a professional mentor to advisers.
  • He holds the Chartered Life Underwriter and Chartered Financial Consultant designations.
  • He was conferred an IBF Fellow (Financial Planning) in 2021.

CLU, ChFC, FChFP, Cert in Law (Estate Planning), M.Mgt, ACTA...

Allen Lim

Chair

Sissi Goh Yan Xi

Position: Vice-Chair

Chartered Financial Consultant (ChFC)

Chartered Life Underwriter (CLU)

Trust and Estate Practitioner (TEP)

Certified Legacy Planning Associate (CLPA)

WMI Certified Family Office Advisor

  • Sissi Goh is the award-winning author of the book ‘Wealth Management Isn’t Just for The Rich’.  She advises clients across the whole spectrum of wealth management.
  • She has experience in private wealth and investment consulting, including hedge fund analysis and wealth management. She has advised clients on a wide range of financial products and services.
  • She graduated with a Master of Public Administration in International Finance Policy and Management, from Columbia University, in the City of New York. She is currently a full member of STEP, a global professional association for practitioners, who specialises in family inheritance and succession planning.

Chartered Financial Consultant (ChFC) Chartered Life Underwriter (CLU) Trust and...

Sissi Goh Yan Xi

Vice-Chair

Damien Ong

Position: Member
  • Damien is a Director at Aris PrimePartners Asset Management in charge of APAC region and he advises family offices, individuals with significant wealth and business owners for wealth structuring solutions by means of Variable Capital Companies (VCC) and Private Placement Life Insurance (PPLI)
  • He was the Business Director of Bancassurance at Swiss Life (Singapore) Pte Ltd and was responsible for developing and building new distribution channels in the private placement environment.
  • Prior to this, he was managing the a team of relationship manager and Bancassurance business development in UOB.
  • Damien has 10 years’ experience in banking and insurance, with roles focusing on sales, sales management and account management

Damien is a Director at Aris PrimePartners Asset Management in...

Damien Ong

Member

Lem Jia Jia

Position: Member
  • Senior Financial Consultant
  • IBFQ
  • BBBA (HR)

Senior Financial Consultant IBFQ BBBA (HR)

Lem Jia Jia

Member

Publications Committee

Low Seow Ling

Position: Chair

LLB (Hons)

  • Seow Ling has been an advocate and solicitor of the Supreme Court since July 2013. She is an Associate Director with Eden Law Corporation, a firm founded in 2014 with a social mission of providing affordable justice for all.
  • Seow Ling is especially interested in formulating sustainable estate planning solutions for singles, families with special needs members, and elderly individuals. To better support these groups, Seow Ling was appointed in the first batch of professionals registered under the Professional Deputy and Donee scheme in 2018. She is passionate about representing the interests of individuals who do not have family members to rely on to be their proxy decision makers, and working with families that require professional assistance to handle the assets of their loved ones.
  • Familiar with the intricacies and sensitivity of family disputes, Seow Ling has handled cases involving contested estate, mental capacity, divorce and child custody matters. She is an accredited mediator with the Singapore Mediation Centre and strongly believes that better outcomes can be achieved through mediation, by facilitating communication during negotiations and exploring the interests of parties to reach amicable resolutions that are workable and sustainable.
  • Fluent in Mandarin, Seow Ling has been invited by various organisations, including SPED schools, Ministry of Manpower, Central Provident Fund Board and the Special Needs Trust Company Limited, to share her knowledge and experience on estate planning in the language.

LLB (Hons) Seow Ling has been an advocate and solicitor...

Low Seow Ling

Chair

Joshua Jimmy Tan Kia Keng

Position: Vice-Chair

MBA (SWM), CWMTM(FAAFM), CFP®, RFC®, ASEP®, CBCTM, ChMA®, IBFA, WSQ ACLP,Associate KASHGrowth Professional, AIFP, MMIS, MSIM, FHCL

  • Joshua Jimmy Tan is currently an Assistant Vice President with Manulife Financial Advisers Pte
    Ltd (MFA), who specialises in the area of Personal Retirement and Estate Planning, with secondary
    responsibility in Business Owners Succession Planning and manages a Team of Financial Services
    Consultants (FSCs).
  • He also manages a Training Management Company, Nexus Mgt International Pte Ltd (NEXUS), to
    provide training consultancy and management to the Financial Services Industry. NEXUS also
    collaborate with Simply Wills Pte Ltd to provide Wills & Trust Planning and Application of Probate
    and Letter of Administration Services.

MBA (SWM), CWMTM(FAAFM), CFP®, RFC®, ASEP®, CBCTM, ChMA®, IBFA, WSQ...

Joshua Jimmy Tan Kia Keng

Vice-Chair

Yang Hezhou

Position: Member

Chartered Accountant (Singapore)

  • Hezhou is a qualified Chartered Accountant with over 10 years of experience in Business Outsourcing.
  • He began his career at RSM Singapore, the largest tax and audit firm in Singapore outside the Big-4. While there, he led a team in corporate finance advisory and accounting services to companies in various industries and of different sizes.
  • He was subsequently Head of Corporate Finance for a regional Estate Planning company and Licensed Trust Company in Singapore. There, he honed his entrepreneurial skills in wealth management with the firm’s many SME and family businesses clients.
  • Hezhou gained further qualifications in Trust Administration & Advisory through certifications by the Wealth Management Institute.

Chartered Accountant (Singapore) Hezhou is a qualified Chartered Accountant with...

Yang Hezhou

Member
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