Our team · 31 people

Meet the peoplebehind the platform.

At Affinity Group, our team is made up of dedicated financial advisors who share a common commitment to service, professionalism, and meaningful client relationships. Each member brings unique strengths and experiences, but we are united by the belief that good advice begins with genuine understanding.

Committed to helping you secure today and shape tomorrow

United by the belief that good advice begins with genuine understanding.

We place strong emphasis on continuous development. Our advisors benefit from structured training, mentorship, and a supportive environment that encourages growth at every stage. When our team thrives, our clients thrive as well.

Collaboration is at the heart of our culture. We work together, learn from one another, and celebrate each milestone as a collective. Whether you are planning for protection, wealth, or legacy, our team is here to guide you with clarity and a genuine desire to make a positive difference.

Leadership

Senior Group Financial Services Director

Ng Jian Da

Employee Benefits & GIHNW & EstateBusiness ProtectionLeadership

Jian Da is the architect of Affinity's rise. A Senior Group Financial Services Director advising since 2013, he holds the CFP® and AEPP® designations and a ten-year unbroken run of MDRT honours — five MDRT qualifications, four Court of the Table finishes and Top of the Table in 2024 — alongside Infinity FA's Top EB & GI Advisor award five years running (2021–2025). He led the branch past the $5.2M team gross revenue milestone while building the marketing, seminar and AI systems that power every advisor on the platform. Specialising in Employee Benefits, General Insurance, business protection and high-net-worth estate planning, he brings boardroom-level thinking to families and businesses alike, and invests just as heavily in developing the leaders around him.

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Associate Director (Financial Services)

Adrian Khiat

Protection & Risk ManagementRetirementInvestment & CPFISEstate PlanningKeyman & Employee BenefitsMentorship

Adrian has been advising families since 2004, and two decades on his conviction is undimmed: everyone is unique, so every plan should be too. A CFP®, ChFC®/S and AEPP® practitioner, he holds eleven consecutive MDRT qualifications from 2015 to 2025, including Court of the Table and Double MDRT honours — and after joining Affinity grew his personal gross revenue from around $300K to more than $530K. Clients who have trusted him for ten, fifteen and twenty years describe the same man: meticulous, sincere and never pushy. Today he also mentors the next generation of Affinity advisors.

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Senior Financial Services Manager

Ryan Seow

Employee Benefits & GIProtectionInvestmentsHNW Planning

Ryan's career began with a lesson no textbook teaches. When a family member fell seriously ill without insurance, he saw first-hand what a gap in protection costs a household — and it changed the course of his working life. Advising since 2008 and a six-time MDRT qualifier (2016–2020 and 2025), he is now a Senior Financial Services Manager at the heart of Affinity's Employee Benefits and General Insurance practice, working with business owners and HR leaders who want to protect their people and their balance sheet in equal measure. Calm, methodical and quick to translate policy fine print into plain business language, Ryan also advises individuals and high-net-worth families on protection, critical illness and investment planning.

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Senior Financial Services Manager

Ratheshan Manickaratnam

Employee Benefits & GIBusiness ProtectionLife & Health

Ratheshan is a Senior Financial Services Manager who brings a steady, consultative approach to Affinity's Employee Benefits and General Insurance work. Advising since 2018 and an MDRT qualifier in 2023 and 2024, he believes the best corporate cover starts with understanding how a business actually runs — its people, its risks and its ambitions — before a single product is discussed. From group medical and term life to commercial general insurance and business protection, Ratheshan structures programmes that are competitive today and sustainable as the company grows, then stays close through renewals and claims. His guiding idea is simple: make it simple, and create a better understanding for everyone. Every client he meets, he says, teaches him something new.

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Senior Financial Services Manager

Vincent Chua

InvestmentsLegacy & Estate PlanningLPA

Vincent made his first investment at fourteen and has been fascinated by how money and behaviour collide ever since. A Senior Financial Services Manager who grew up inside a small family business, he understands the pressure owners face — and why their personal wealth so often gets left behind. Armed with CFP®, ChFC®, CLU and Estate & Succession Practitioner designations, plus six consecutive MDRT qualifications, he builds structured investment portfolios, optimises CPF and protects what clients have worked for. Through his talks, YouTube sessions and the Wealth Compass WhatsApp channel, he makes investing feel clear, calm and achievable.

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Senior Associate Director (Financial Services)

Nicholas Lee

Legacy & Estate PlanningLPAIndexed Universal Life (IUL)

Nicholas has spent more than a decade turning complex financial situations into clear, confident blueprints. A Senior Associate Director advising since 2013, he holds the CFP®, AEPP® and IBF Advanced designations, with nine consecutive MDRT-level honours from 2018 to 2026 — including three Double MDRT years and Court of the Table in 2026. A keynote speaker on Estate & Legacy Planning and Lasting Powers of Attorney, and featured in CNA Today on niche insurance, he sharpened that specialism through the Surge and Ignite programmes — authority that led to the largest single-premium case of his career in 2025. Hundreds of clients know him for the same things: he listens without judgment, removes redundancy from portfolios and shows up consistently.

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Executive Wealth Manager

Jason Tan

Business InsuranceEmployee BenefitsKeyman

Jason has been guiding individuals and business owners since 2002, bringing more than two decades of experience and the CFP®, ChFC® and AEPP® designations to every engagement — with MDRT qualifications in 2007, 2008 and again in 2025. An Executive Wealth Manager with a growing focus on Business Insurance, he advises on employee benefits, keyman protection, buy-sell agreements and golden-handcuff programmes that keep companies resilient and their key people committed. Beyond the meeting room, Jason is a dedicated adult educator and trainer who champions financial literacy at home and abroad — a rare blend of practitioner and teacher that clients describe as reliable, professional and always timely.

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Associate Directors

Associate Director (Private Wealth)

Corrine Sim

Private WealthRetirement & CPFEstate & LegacyHNW Planning

Corrine is an Associate Director in Affinity's Private Wealth practice, trusted by clients who want more than transactions — they want a long-term partner for the whole of their financial life. A CFP® professional advising since 2005, she has qualified for MDRT every year since 2009, with Court of the Table honours in 2020 and 2025 — recognition she credits entirely to the families who have grown alongside her. She takes a considered, relationship-first approach, taking time to understand each family's priorities before shaping strategies that protect, grow and eventually pass on their wealth. Her clients' own words say it best: they speak of an advisor who is attentive, grounded and genuinely invested in their outcomes.

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Associate Director (Private Wealth)

Adele Ang

Private WealthFamily PlanningRetirement & CPFEducation Planning

Adele is an Associate Director (Private Wealth) and one of the longest-serving advisors on the Infinity Financial Advisory platform — advising since 2001 and an MDRT qualifier every single year from 2002 to 2026, twenty-five years without a break. An AEPP® and AFPcm practitioner, she brings a rare combination of experience and empathy to families navigating the financial realities of raising children, caring for parents and planning for their own future — themes she writes about with candour in her Infinity FA piece, Parenting and Money. Her conviction is simple: financial planning is for everyone, and those who fail to plan, plan to fail. Adele believes wealth is ultimately about the people it serves, and her advice reflects that: thoughtful, unhurried and designed to give clients confidence in the decisions that matter most.

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Associate Director (Private Wealth)

Shanne Wong

Private WealthRetirement PlanningInvestment PlanningLegacy PlanningMDRT · COT

Shanne graduated from NTU with a degree in Accountancy and has been in financial advisory since July 2003 — more than twenty years spent watching the industry evolve and guiding clients through every stage of it. An Associate Director (Private Wealth), she has qualified for MDRT three times and Court of the Table five times, most recently in 2024, 2025 and 2026 — recognition she credits to the continued trust of clients she has grown alongside. Whether they are planning for retirement, growing investments or seeking more control over their money, Shanne makes managing finances feel clearer and more rewarding — grounded in experience, honesty and a focus on what matters most to each person.

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Associate Director (Advisory)

Justin Chew

Retirement & CPFInvestmentsBusiness Succession & ExitEstate & Legacy

Justin is an Associate Director (Advisory) who joined the industry in 2000 with one goal: to help clients plan for retirement and make their money work as hard as they do. A CFP® professional and Certified Financial Educator with five consecutive MDRT qualifications (2012–2016), his strength lies in bringing structure and clarity to financial decisions that often feel overwhelming. He works with individuals, families and business owners across the full advisory spectrum — protection, savings, investments, retirement, estate and business succession — anchoring every recommendation in a clear understanding of where a client is today and where they want to be. Clients value his patience, his straightforward explanations and his discipline in reviewing plans as life changes.

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Associate Director (Advisory)

Chua Wee Teck

ProtectionCritical IllnessLong-Term CareRetirement & CPF

Wee Teck is an Associate Director (Advisory) and one of the most established figures on the Infinity Financial Advisory platform — a CFP® professional advising since 2006 and an MDRT qualifier six years running from 2020 to 2025. Two decades in, he still believes the heart of this work is simple: helping people make sound financial decisions so they can live with greater confidence and peace of mind. Across protection, critical illness, long-term care and retirement planning, he favours sustainable strategies that clients can hold with confidence through every market cycle. Wee Teck's experience gives clients perspective; his consistency gives them peace of mind. Within Affinity he is a steady presence — the kind of advisor colleagues consult and clients recommend.

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Executive Wealth Managers

Executive Wealth Manager

Travis Teo

Estate & LegacyProtectionRetirement & CPFCoaching-led growth

Travis is proof of what focused coaching can do. An Executive Wealth Manager who joined the industry in 2015, he arrived at Affinity with a $150K annual target and, through structured mentorship and clearer performance direction, lifted his gross revenue to around $270K — then broke through to Double MDRT in both 2026 and 2027, on top of seven consecutive MDRT qualifications since 2021. An AEPP® holder and Precept Estate Planner since 2023, he pairs that growth mindset with a deepening specialism in estate and legacy planning. Travis helps individuals and young families build protection, retirement and legacy plans that grow with them, bringing the energy of someone who has felt first-hand how the right guidance changes outcomes.

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Executive Wealth Manager

Karen Tang

CFP®Women LeadersRetirement PlanningMicro-RetirementWealth ProtectionLegacy Planning

Karen is a CERTIFIED FINANCIAL PLANNER (CFP®) and AEPP® who has been helping women leaders in Singapore make life-transforming decisions since 2006. A former business analyst and change-management consultant with a global bank across Asia and Europe, she brings analytical rigour and a signature set of visual tools to comprehensive wealth planning — investments, protection, retirement and legacy. An MDRT qualifier in 2020 and 2021 and a regular voice in the media — CNA Money Mind, CNA938, CNA Insider, Her World and CNA Lifestyle — she is known for making complex decisions feel clear and for championing “micro-retirement” as a fresh way to rethink work, money and the pace of life. Her clients describe her as a trusted friend who genuinely has their best interests at heart.

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Executive Wealth Manager

SK Ting

ProtectionCritical IllnessLong-Term CareRetirement & CPF

SK is an Executive Wealth Manager, advising since 2015, who believes good advice is measured in decades, not quarters. An Associate Financial Planner (AFPcm), she works with individuals and families to build financial plans that hold up across life's stages — from securing income and protecting against critical illness and long-term care needs, to accumulating wealth and preparing for a comfortable retirement. Deliberate and detail-oriented, SK reviews every plan against changing circumstances so that clients are never left with cover or investments that no longer fit. Backed by Affinity's specialists and Infinity Financial Advisory's broad partner panel, she offers the breadth of a large platform with the attentiveness of a personal advisor.

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Executive Wealth Manager

Leslie Chia

ProtectionInvestmentsEstate & LegacyBusiness ProtectionHNW Planning

Leslie spent close to two decades as a bespoke menswear tailor before COVID-19 wiped out his order book overnight — and with it, the realisation that he had built a thriving business but never a financial safety net of his own. In December 2021 he stepped into financial planning to make sure others don't learn that lesson the hard way, and has qualified for MDRT four times since (2022, 2023, 2025 and 2026). Now an Executive Wealth Manager, Leslie brings the same precision and personal attention he once gave a well-fitted suit to the plans he builds for clients — especially those in their 30s and 40s who feel invincible. He listens first, explains the why behind every recommendation, and never rushes a fitting.

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Executive Wealth Manager

Shannon Foo

InvestmentsWealth PlanningHNW Planning

Shannon is an Executive Wealth Manager who made a mid-life career change into financial advisory in 2021 — and qualified for MDRT in each of her first two full years, 2022 and 2023. Focused on investment, wealth and high-net-worth planning, she is known for turning financial complexity into confident, practical decisions. She works closely with professionals and families to grow what they are saving and prepare for the milestones ahead, and believes clients deserve to understand their own plan fully, so she explains every option with clarity and without jargon. Supported by Affinity's specialists and Infinity Financial Advisory's partner network, she brings both breadth and care to every relationship.

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Executive Wealth Manager

Andy Liu

ProtectionRetirement & CPFInvestmentsEstate & LegacyBusiness & EB

Andy is an Executive Wealth Manager who has spent 22 years in one industry with one enduring commitment: his clients. Advising since 2004, he has watched products, technology, regulation and client expectations transform — and holds that what matters most has not changed: trust, accountability and putting clients first. Andy works across the full spectrum of planning, from protection and retirement to investments, estate, business protection and employee benefits, and his clients value his straightforward manner and the reassurance of an advisor who has seen many market cycles and remains unruffled. He remains as passionate about the profession today as the day he entered it.

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Executive Wealth Manager

Scott Tang

Personal Financial PlanningCorporate SolutionsRisk ManagementRetirement & CPF

Scott brings 26 years in the financial services industry to his clients — including 14 years in a corporate role within the same industry, a combination that gives him an unusually broad view of both individual and business financial needs. An Executive Wealth Manager who achieved Court of the Table recognition in 2010, his philosophy is simple: build a strong financial foundation before planning for the future. By first understanding and managing risks such as medical expenses and income disruption, he helps clients move from uncertainty towards greater financial confidence. Scott focuses on both Personal Financial Planning and Corporate Solutions, guiding individuals, families and business owners through their evolving financial needs with a practical, risk-focused approach.

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Wealth Consultants

Executive Wealth Consultant

Biona Sheila Rey

Special-Needs Family PlanningEstate & LegacyProtectionFinancial Literacy

Sheila is a Financial Literacy Advocate and Financial Coach with 14 years in Singapore's financial advisory industry, and an MDRT qualifier in 2025. An Executive Wealth Consultant, Estate & Succession Planning Practitioner and Trust Introducer, she is committed to empowering individuals and families to build, protect and preserve their wealth with confidence — and has a particular specialism in planning for families with children with special needs, providing tailored solutions for long-term security and peace of mind. She has written movingly for Infinity FA on that journey — in her words, one of love, responsibility and preparation — and that same sensitivity runs through all her work. Sheila makes sure no family has to plan alone.

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Executive Wealth Consultant

Loh Yi Wei

ProtectionCritical IllnessRetirement & CPFEstate & Legacy

Yi Wei is an Executive Wealth Consultant, advising since 2017, who brings a fresh, analytical perspective to financial planning. He believes clarity is the greatest gift an advisor can give — so he breaks down protection, critical illness, retirement and estate decisions into simple, well-reasoned steps clients can act on with confidence. Attentive and diligent, Yi Wei takes time to understand each client's circumstances and goals before recommending anything, and follows through with regular reviews as life evolves. Supported by Affinity's coaching culture and Infinity Financial Advisory's broad partner panel, he offers thoughtful, personalised advice for every stage of the journey.

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Executive Wealth Consultant

Liew Teck Hong

Ex-Big 4 AuditorRetirement & CPFInvestmentsEstate & LegacyEmployee Benefits

Teck Hong is a former Big 4 auditor turned financial consultant, advising since 2018 and holding the ACCA and Associate Wealth Planner qualifications. His conviction was shaped at home: a father who worked hard and a family that lived carefully, yet still saw effort wasted through poor financial decisions. An Executive Wealth Consultant, he approaches planning as a long-term partnership — putting protection and disciplined savings in place first, then building towards retirement, investments, estate and employee-benefit goals. Practical and dependable, Teck Hong is the advisor clients call when life changes, and he shares the same plain-spoken money principles with a growing community on Facebook, TikTok and Xiaohongshu.

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Executive Wealth Consultant

Jacob Gooi

Risk ManagementProtectionRetirement & CPFEstate & Legacy

Jacob entered the financial advisory industry in 2001 because he wanted to help people make better decisions with confidence and peace of mind — qualifying for MDRT in his very first year. A CFP® professional and Executive Wealth Consultant, he takes a meticulous, client-first approach with a strong focus on risk management, protection and long-term planning. When investment is involved, he always considers the downside first and works on ways to mitigate risk while keeping the plan aligned with the client's goals. Jacob listens carefully, explains his reasoning plainly and never rushes a decision, which is why so many of his client relationships span decades rather than months.

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Executive Wealth Consultant

Ken Ng

ProtectionLife & HealthCritical IllnessRetirement & CPF

Ken is an Executive Wealth Consultant, advising since 2006, driven by a conviction he states plainly: insurance empowers you to live with dignity, so you never have to depend on charity. An Associate Financial Consultant (AFC), he works with individuals and families to build the foundations — the right life, health and critical-illness protection, a healthy savings discipline and a retirement and CPF plan that fits — then keeps the plan honest through regular reviews. Personable and thorough, Ken is known for following up promptly and for explaining options in plain language rather than product jargon. Supported by Affinity's mentorship culture and Infinity Financial Advisory's partner network, he gives clients the confidence to decide and the assurance that someone is looking out for them.

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Wealth Consultant

Fion Yong

Estate & Succession PlanningWills & LegacyProtection & InsuranceMandarin WebinarsPersonal Branding

Fion's story is proof that breakthroughs belong to the quiet ones too. Her career began in 2012 after a first hospitalisation showed her, personally, what insurance means when the unexpected happens. A self-described introvert who once feared the spotlight, she made the bravest decision of her career — to step in front of the camera anyway. That first nervous video became a movement: a community of more than 28,000 followers across Instagram, TikTok, Facebook and Xiaohongshu who tune in for her warm, honest and refreshingly human take on money, and 20–30+ genuine questions and leads per video. Today, as a certified Estate & Succession Practitioner and speaker for Affinity's Mandarin estate planning webinars, Fion channels that same authenticity into thoughtful, personalised advice — helping families protect what matters and plan their legacy with clarity.

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Wealth Consultant

Joseph Yong

Ex-Bank Wealth ManagerInvestmentsRetirement & CPFEstate & Legacy

Before joining the financial advisory industry in 2018, Joseph spent five years as a wealth manager in the affluent client segment of a global bank, growing clients' investment portfolios and tailoring insurance solutions to protect their wealth. He made the move to an independent platform to add more value — a broader suite of solutions and the freedom to give independent, holistic advice that puts the client's interest first, which he believes Infinity FA allows him to do well. A Bachelor of Commerce graduate in Economics and Finance, Joseph brings energy, sincerity and a banker's discipline to protection, investment, retirement and legacy planning. Married and blessed with three children, family is his greatest motivation and joy — and it shows in how he plans for other families.

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Wealth Consultant

Derrick Teo

ProtectionInvestmentsEstate & LegacyBusiness ProtectionHNW Planning

Derrick's career is a study in resilience. Graduating in Banking and Finance in 2008, just as the 2008 global financial crisis closed the doors of the banking industry, he took a bold leap into insurance — driven in part by an interviewer who told him he was “better suited for a back-end role than a client-facing one.” Seven years with a major life insurer and a business-development stint at an estate planning firm taught him that true financial planning goes beyond wealth: it is about helping families prepare for and navigate life's hardest moments. In 2017 he found his professional home on the Infinity platform, where independent advice and a client-first philosophy matched his values. Today, a husband and father to a spirited young daughter, Derrick is fuelled by a mission to secure freedom and stability for his family — and to help his clients do the same.

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Wealth Consultant

Karen Ang

Legacy Planning for FamiliesFinancial Freedom for Young AdultsProtectionEducation Planning

Karen is a CFP® professional and Wealth Consultant who specialises in two things: helping families with legacy planning, and helping young adults reach financial freedom. Advising since 2023, she believes financial planning should feel personal, positive and empowering — building well-rounded plans that cover protection for the unexpected, savings with purpose, education goals and investments aligned with each client's priorities, explained with warmth and clarity. A natural listener, Karen has also shared her perspective on air with Money FM 89.3. As one of the newer members of Affinity, she brings fresh energy to the team and benefits from its structured mentorship, so every client receives advice that is thoughtful, current and genuinely their own.

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The team behind the team

The people behind the scenes.

Fiona, Herbert and Alicia look after the branch's events, brand and finance. If your question is one of theirs, you can reach them directly and they'll take it from there.