Meet The Founders
Fondly known as Billy, a Partner of IPPFA Sdn Bhd, an associate company of IPP Financial Advisers Pte Ltd (Singapore’s leading IFA). Billy is actively involved in training and mentoring a team of young dynamic associates. In addition, he is currently spearheading the investment operations in Kuala Lumpur, Malaysia.
His expertise in the area of budgeted financial plan has benefited clients ranging from professionals, business owners, the mass affluent and the high net worth individuals. Besides that, clients have also benefited from him in the area of wealth planning in life insurance, unit trust, structured regular savings, property financing, liabilities cancellation, supplementary pension, will and trust planning as well as regional alternative investments.
Billy obtained his Commerce degree, majoring in Accounting and Finance from Monash University (Australia) in 2008. He is competently trained with high professionalism and ethical standards. Billy has been conferred the Registered Financial Planner (RFP) designation from the Malaysian Financial Planning Council (MFPC) with effective April 2018. He is also a Licensed Financial Planner holding the CMSRL licence with Securities Commission Malaysia.
Billy is a firm advocator of continuous learning in the financial services industry. As Malaysia is moving towards a high-income country, he strongly believes on the importance of shifting from the conventional product-based approach to a more holistic consultative planning approach.
His other outstanding achievements include:
- Appointed speaker for in-house market outlook and investment seminars (2011 – present)
- Conducted several corporate presentations for professional firms in the accounting, tax, interior design and architectural industries (2013, 2016, 2017, 2019)
- Invited speaker in Capital TV “Out of Pocket” forum programme (2012)
As the saying goes “All work and no play make Jack a dull boy”, during his leisure time Billy enjoys good food, play sports, read books and travelling.
Originally born and bred in Kuala Lumpur, Sam graduated with a 1st class honour in the Bachelor of Arts in Business Management from Linton University College (in collaboration with University of East London).
Sam started his career in the financial industry in IPP Wealth Planners Sdn. Bhd. in 2016, an associate company of IPP Financial Advisers Pte Ltd (Singapore’s leading IFA).
His client centric approach has won the trust from young working professionals to plan and save for their future. He firmly believes every young adult should take responsibility for their own life and start planning their finances as early as possible. The way to achieve this goal is by educating the young working adults with the right financial knowledge, so that they can avoid making the costly financial mistakes made by their parent’s generation in their younger days.
In his free time, Sam enjoys playing badminton, enjoys good food, as well as reading self development books to improve his life as a whole.