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We take great pride in introducing you to our exceptional group of financial consultants, whose collective expertise and unwavering dedication make them the driving force behind our success. Our team is a vibrant blend of experienced professionals from various walks of life, each bringing a unique perspective to our financial advisory practice. Bound together by a shared passion for guiding individuals and businesses towards financial prosperity, our consultants strive to deliver tailored solutions and unparalleled service. Get to know the faces behind our esteemed team as we work together to help you achieve your financial goals.
Caden Chia
Designation:
Founder of Wealth GPs, Branch Director
Qualifications:
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Lifetime Million Dollar Round Table Member with 5-times Court of the Table qualification.
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Certified Financial Planner®
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Associate Estate Planning Practitioner AEPP®️
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Certified Mortgage Adviser
Introducing Caden Chia, our esteemed Branch Director and the founder of Wealth GPs. With 20 years of experience in the financial advisory industry, Caden has impacted thousands of families, professionals, and investors on their path to Financial Freedom. Caden's early years in the industry were challenging, but a turning point arrived in his 7th year when he crossed paths with a mentor who revolutionized his career and life. Since then, Caden is driven by a burning passion to assist individuals who have faced similar challenges. He is on a mission to empower financial consultants, helping them lead themselves and their businesses to unprecedented success. 70% of his Consultants achieved the prestigious Million Dollar Round Table (MDRT) qualification in 2021. Outside of work, Caden enjoys traveling, spending quality time with his family, and going on memorable road trips. He's also an avid Liverpool soccer fan and a skilled Lego Master Builder.
Cherlyn Chua
Designation:
Branch Manager
Cherlyn Chua is a highly experienced professional in the financial industry, bringing a wealth of knowledge and expertise to her role as Branch Manager. With a career spanning many years, she has established herself as a trusted leader and mentor within the organization. As a devoted mother of two young children, Cherlyn understands the importance of compassion and empathy in both her personal and professional life. She values the well-being and growth of her team, and takes great joy in guiding and nurturing their development. Outside of work, Cherlyn finds balance and fulfillment in spending quality time with her family. She cherishes every moment and embraces the joys and challenges of motherhood.
Jasmine Lee
Designation:
Branch Manager
Qualifications:
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Certified Financial Planner®
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Certified Mortgage Adviser
Jasmine is an experienced member of our team who has been making a positive impact in the Financial Services industry since 2018. Originally starting her career in Hotel and Tourism Management, Jasmine transitioned into the Financial Services Industry, guided by her unwavering belief in the importance of robust financial planning for a secure future. Jasmine deeply values team culture and upholds the principles of authenticity, respect, and support in her professional practice. Outside of her professional time when she is busy assisting families, individuals, and investors with their financial portfolios, she finds joy in engaging in sports like Badminton and Yoga. To unwind and recharge, Jasmine finds solace in "me time" and long walks.
Meldon Chang
Designation:
Branch Manager
Qualifications:
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2x Million Dollar Round Table Member
Meldon, one of our youngest members of the team, is a dedicated Branch Manager who upholds the values of education, envisioning possibilities, and empowering his clients to make informed financial decisions. His journey in the financial advisory industry began as a quest for personal financial literacy, but he discovered a passion for sharing his knowledge and helping others achieve financial success. Building authentic and meaningful relationships with his clients and celebrating milestones together is the cherry on top of his fulfilling career. Outside of work, Meldon finds solace at the beach, where he enjoys unwinding through beach volleyball. His motto is to dare to put himself out there daily, continuously challenging himself to provide the best possible service to his clients.
Gladys Tan
Designation:
Executive Financial Consultant
Qualifications:
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3x Million Dollar Round Table Member
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Associate Estate Planning Practitioner AEPP®️
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Certified Mortgage Adviser
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Certified Wealth Management Advisor
Gladys is an Executive Financial Consultant who discovered the profound benefits of financial planning through her own personal journey. Since joining the industry in 2017, Gladys has been dedicated to helping over 200 Millennials, Professionals, and Families achieve Financial Freedom through comprehensive and holistic wealth planning. Gladys thrives on engaging in deep conversations with her clients, particularly in the area of Estate Planning. Gladys's biggest life lesson as a financial consultant is the importance of self-management in achieving any goal. “Consistency is the key to success.” Beyond her professional endeavors, Gladys finds joy in hiking, reading, and indulging in good food (because who doesn't!). She also admits to self-torture through back-to-back (hot) yoga classes or intense gym training sessions.
Shanice Ng
Designation:
Senior Financial Consultant
Qualifications:
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1x Million Dollar Round Table Member
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Certified Financial Planner®
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Certified Mortgage Adviser
Shanice is a Certified Financial Planner who has been in the financial services industry since 2016. With a deep understanding of the challenges faced by families with young children, Shanice is passionate about providing tailored financial planning solutions to help them secure a prosperous future. For anyone uncertain about their career path, Shanice's advice is clear: don't settle if something doesn't feel right. Recognizing that a career plays a significant role in our lives, she encourages individuals to pursue what truly resonates with them. Outside of her professional endeavors, Shanice finds fulfillment in spending time with her family. Additionally, she enjoys engaging in regular exercise, watching movies, and indulging in a bit of retail therapy through shopping.
Serene Tan
Designation:
Senior Financial Consultant
Qualifications:
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2x Million Dollar Round Table Member
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Certified Financial Planner®
An esteemed member of our team, Serene has nearly a decade of financial planning experience. Serene is driven by her purpose in wanting to witness the growth and development of others. In 2013, she transitioned from her role as a Public Relations Consultant in the corporate world to join the Financial Services Industry. Recognized with two consecutive years of Million Dollar Round Table membership, Serene is deeply committed to upholding ethics, integrity, and a customer-centric approach in her professional practice. Outside of her professional life, Serene finds joy in simple pleasures. Whether it's getting a good night's sleep, enjoying karaoke sessions, or spending quality time with friends, she believes in finding balance and embracing the things that bring happiness.
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Candy Goh
Designation:
Senior Financial Consultant
Qualifications:
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3x Million Dollar Round Table Member
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Certified Mortgage Adviser
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Certified in General Insurance
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Specialisation in AI in Finance
Candy is our Senior Financial Consultant who has been in the financial services industry since 2018. Candy has helped more than 500 young working adults and professionals become smarter with their money and achieve financial success. She is known to be her Client's go-to person for anything related to finance and is often described as "caring, dependable, and someone who is incredibly good at what she does." When helping people, she draws on practical experience of what works and what doesn’t, to create simple but effective, tried and tested money strategies that actually work, delivered in an easy to understand way. Outside of work, Candy enjoys karaoke, traveling, and photography - activities that bring her joy and allow her to express her creativity.
Sherry Wang
Designation:
Senior Financial Consultant
Qualifications:
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2x Million Dollar Round Table Member
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Associate Estate Planning Practitioner AEPP®
Sherry, our Senior Financial Consultant, believes in the power of genuine connections and personalized solutions. Guided by the quote "What comes from the heart, goes to the heart" by Samuel Taylor Coleridge, Sherry prioritizes authenticity and honesty in her practice. She understands that each person's financial journey is unique, and she is dedicated in providing tailored advice and services to her clients. Outside of her professional endeavors, Sherry enjoys indulging in activities that bring her joy. Shopping, chatting, and savoring good food allow her to unwind and have time for herself. She firmly believes in maintaining a positive mindset, recognizing its importance in overcoming challenges and achieving personal growth.
Callie Chen
Designation:
Financial Consultant
Qualifications:
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Certified Financial Planner®
Callie is a Financial Consultant who brings her unwavering commitment to providing consistent, responsible, and respectful service to her clients. With a diverse background as an end-to-end medical matchmaker, Callie has a deep understanding of providing exceptional care and service to her clients. Outside of work, Callie is an avid food enthusiast and loves exploring new culinary experiences. She also has a keen interest in health and wellness, constantly expanding her knowledge in this field. Callie also finds joy in watching films, spending quality time with loved ones, and embarking on meaningful journeys. Family holds a special place in Callie's heart and serves as a constant motivation for her professional endeavors
Aly He
Designation:
Financial Consultant
Qualifications:
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3x Million Dollar Round Table Member
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Certified Mortgage Adviser
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Associate Estate Planning Practitioner AEPP®
Aly is a Financial Consultant and devoted mother who has been making a significant impact in the industry since 2015. With a belief that true satisfaction comes from doing great work and loving what you do, Aly brings a passion and dedication to her role. A MDRT Qualifier for three consecutive years, Aly advises anyone unsure of their career path to pursue what they believe is great work and to find passion and fulfillment in their chosen field. Her happiness lies in spending quality time with loved ones, indulging in good food, finding joy in rest, and exploring new holiday destinations. Europe, with its stunning sceneries, cuisine, rich history, and culture, holds a special place in her heart as an ideal holiday destination.
Jonathan Ai
Designation:
Financial Consultant
Jon is a dedicated Financial Consultant with a wealth of experience and has been in the industry since 2014. Jon's journey began in a tied-insurance agency, where he quickly realized the importance of providing genuine assistance to clients rather than solely chasing sales targets and incentives. After a few years in the industry, Jon recognized that many individuals were unaware of their financial standing and lacked a sense of direction and moved to adopt a holistic approach to financial planning, offering objective and unbiased advice tailored to each client's unique needs. Outside of work, Jon believes that engaging in regular exercise not only helps him stay physically fit but also contributes to his overall well-being. After all, when you look good, you feel good, and you do good!
Kenny Lim
Designation:
Financial Consultant
Kenny is another dedicated Financial Consultant with a passion for delivering exceptional service. As a professional, Kenny values the trust placed in him by his clients and upholds the principles of integrity and client-centricity. He understands the weight of handling someone else's hard-earned money and ensures their interests are always prioritized. When he's not assisting clients, Kenny finds relaxation in the virtual world as an avid gamer, using video games as a way to unwind. He also enjoys indulging in good movies and engaging in meaningful heart-to-heart sessions with close friends. Family plays a vital role in Kenny's life, serving as a constant motivation to excel in his profession.
Jaishanker Ramalingam
Designation:
Financial Consultant
Jai is a dedicated Financial Consultant and a proud father of three energetic boys. With his passion for helping others and his commitment to ethical practices, he strives to make a positive impact in the lives of his clients. When reflecting on what he appreciates most, Jai values honesty and team spirit. He understands the importance of open and transparent communication, both within his team and with his clients. When he's not busy assisting clients with their financial goals, Jai enjoys indulging in some well-deserved rest and relaxation. You can often find him catching up on sleep, immersing himself in captivating shows, or engaging in his love for soccer, either by playing or watching matches.
Junn Lee
Designation:
Financial Consultant
Junn, a talented Financial Consultant who upholds strong values of work ethics, believes in the importance of integrity and sincerity in all interactions. She is motivated by the happiness of her clients. Witnessing their success and satisfaction fuels her drive to go above and beyond, ensuring that their financial needs are met with precision and care. When Junn isn't assisting clients, she finds solace in wine & chill sessions. She also enjoys staying connected through Instagram, where she can share and engage with others. Outside of work, Junn finds immense joy and fulfillment in her family. They are the cornerstone of her happiness, providing love and support that rejuvenate her spirit.
Adelard Teng
Designation:
Financial Consultant
Adelard is a valued member of our team and a dedicated Financial Consultant. Adelard upholds the core value of integrity in all aspects of his work. He believes in conducting business with honesty, transparency, and a strong moral compass. With his passion for football, Adelard not only understands the importance of teamwork and strategy on the field but also applies those principles to his work as a Financial Consultant. He knows that effective planning and collaboration are essential for achieving success, both in sports and in financial matters. When he's not assisting clients, Adelard enjoys spending time on the football field. Family holds a special place in Adelard's heart, and he treasures the moments spent with his loved ones.
Eddie Yep
Designation:
Financial Consultant
Eddie is a Financial Consultant with a passion for helping individuals navigate their financial journeys. Eddie is committed to delivering exceptional service and personalized guidance to his clients with fresh perspectives and a drive for efficiency to his work. Eddie lives by the motto "Think less, do more, efficiency is key," reflecting his proactive and action-oriented approach. He believes in taking decisive steps to achieve optimal results for his clients and strives to provide efficient and effective financial solutions. Outside of his professional endeavors, Eddie enjoys engaging in a variety of hobbies. Whether he's hitting the gym, diving into a captivating book, or immersing himself in the world of computer games, Eddie recognizes the importance of balance and personal fulfillment.
Jean Tan
Designation:
Financial Consultant
Qualifications:
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Specialisation in Employee Benefits and Commercial Insurance
Jean is a dedicated Financial Consultant who has been making a positive impact in the financial advisory industry since 2014. Jean's career journey has not only enriched her professional skills but has also transformed her into a more positive and optimistic person. Guided by her life motto of living life to the fullest, she approaches each day with enthusiasm and a genuine desire to help her clients achieve their financial goals. Beyond her professional endeavors, Jean finds joy in various hobbies that keep her active and connected to her loved ones. Whether she's gliding on inline skates, taking leisurely walks in the park, or spending quality time with family, Jean understands the importance of balance and nurturing meaningful relationships.