Francis is a senior member and an established financial advisor of the Aon Wealth Management team in Singapore.
He is experienced in advising for both private and corporate clients, including Financial Wellbeing and Education programs for Corporates and their employees, and providing Executive Benefits Financial Advisory Services.
His expertise includes advising the varying employee demographics in Singapore, especially foreigners and mixed-nationality couples - covering the key areas of tax, trusts, retirement, investment, and risk management.
Francis started his advisory career at Merrill Lynch in the United States in 2002; he then returned back to the UK and gained professional recognition as one of only 500 financial advisors in the UK to reach the prestigious status of Certified Financial Planner, an internationally recognised qualification. He then went on to achieve further accolades in the fields of Investment Management, Securities, Banking and Tax before moving to Singapore in 2012.
Francis has a Bachelor of Arts in Business and Finance from USC/UH and a Diploma in Financial Planning from Chartered Insurance Institute, UK.
- Financial planning
- Retirement planning
- Wealth accumulation