Our accredited trainers

Expanding your advisory services to Estate and Succession Planning. A business that gives you flexibility of time and income.

Alan Wong
AEPP® Certification programme Buy-Sell Arrangements for Non-family Businesses
Alan Wong is the Principal Consultant of W3 Consultancy Pte Ltd which provides training and consultancy services in the specialised field of Business Protection Planning.He holds professional qualifications AEPP® and AFP®. Alan has won awards for the Trust businesses he has completed. He has trained numerous financial consultants from insurers as well as IFAs.A financial consultant himself with more than 15 years of experience, he focuses his practice on planning for Business Owners using estate planning.He is highly effective in penetrating this market and often able to win over clients from banks and other intermediaries who serve the Ultra HNW individuals and business owners.
Azhar Iskandar Bin Hew

Buy-Sell Arrangements for Non-family Businesses

Azhar Iskandar Hew is the Group Chief Executive Officer of the Rockwills Group in Malaysia. He is also the Chief Executive Officer of Rockwills Trustee Berhad and Director of Rockwills Advisory Services Sdn Bhd.He holds the Bachelor of Laws (Honours) degree from the University of London. Prior to his current position, he served as the Deputy CEO of Rockwills Trustee Berhad. During his time at Rockwills Trustee Berhad, he has spearheaded the creation of various innovative trust products and services including BVPT, UDeclare, UPrepare, OPC Trust and Pet Trust, which sets the company apart from its competitors. Azhar is a member of the Society of Trust and Estate Practitioners (STEP) and is an Associate Financial Planner (AFPCM) holder. He has more than 22 years of experience in the estate planning industry as a will and trust practitioner and speaker.Over the years he has trained more than 15,000 people primarily from leading financial institutions and life insurance companies as well as financial planners in Malaysia, Hong Kong and Singapore.
Florence Koh

Multigen Wealth Legacy Planning and Family Offices

Florence is an esteemed entrepreneur and the 3rd generation principal of Koh Family Trust, which focuses on governance matters, restructuring, intra-familial relationship management, asset preservation and growth as well as effective transitions across generations.

She founded A. Shepard Steward & Koh Pte Ltd, a family advisory and management business that focuses on direct private investments, joint ventures and collaborations with family businesses and corporate partners. She is a Principal in ICG, a global consultancy in unbundled internal consulting and corporate training solutions.

She holds the post of Vice Chairman in Circle International Holdings Pte Ltd, a global edutech and education consultancy and learning management systems group.

Kimmis Pun

Wealth Succession for High Net Worth Clients
HNWI Leave A Legacy 2 – New Dynamic Solutions

Kimmis Pun, a veteran banker for more than 30 years, has joined a Family Office in 2021 to help UHNWIs plan their wealth, investment and succession.  She is the Managing Director, Family Office, Shenning Investments Pte Ltd (MAS licensed Fund Manager).Prior to this Family Office appointment, she had been in senior management positions at UBS, HSBC, Bank of America, BNP Paribas, Standard Chartered Bank, VP Bank and EFG Bank.With her all-rounded financial experience in Corporate/Investment Banking, Trustee Company and Private Banking at the world class banks, she serves Ultra HNWIs in the Asia region and is instrumental in their wealth planning, investment planning and succession planning.She has MBA from Manchester Business School, University of Manchester, and professional qualifications CFP®, ChFC, CWMA, AIF, AEPP® and IBFA. She is also the IBF Fellow awarded by IBF Singapore. Driven by her pursuit of life-long learning, she is studying her DBA in 2021 and would complete it in 3 years’ time.Besides being successful in her career, Kimmis plays a significant role in the financial planning and wealth planning industry. She was the Board of Director of the US-based Financial Planning Standard Board after her 4-year presidency in Financial Planning Association of Singapore. She is also the Chairman of Wealth Planning Standard Board that makes research and promotes wealth structuring and planning.Being a strong believer in philanthropy and life-long learning, she speaks frequently in various international seminars and conventions, gives interviews to media and lectures in Singapore universities and many regional universities for the past 15 years.
Ku Swee Yong

Wealth Transfer of Real Estate for Financial Services Professionals

Swee Yong is the CEO and the Key Executive Officer of International Property Advisor Pte Ltd. From Nov 2013 to Nov 2016, he was concurrently the CEO of Century 21 Singapore.

Prior to running his own practice, he was a Director in the Real Estate Centre of Expertise at Société Générale Private Banking, responsible for advising clients on real estate investments, the Director of Marketing and Business Development at Savills Singapore and the General Manager at Far East Organization’s Indonesia office.

He holds an MBA in Marketing from University of Hull, UK, and completed his BSc in the Imperial College, University of London, UK and the Institut Louis Pasteur, Université de Strasbourg, France. Swee Yong’s opinion is regularly featured in the Straits Times, Business Times, 新明日报, 联合早报, Channel NewsAsia, TODAY, etc.

He has written 6 books on the property market: Real Estate Riches, Building Your Real Estate Riches, Real Estate Realities, Weathering a Property Downturn, Preparing for a Property Upturn and The Future of Real Estate. He is one of very few property agents who has been appointed as adjunct faculty at the Lee Kong Chian School of Business in the Singapore Management University (for both Master and Bachelor courses), at the Department of Real Estate in the National University of Singapore and at the School of Design and Environment in Ngee Ann Polytechnic.

Lee Chiwi
AEPP® Certification programme
Multigen Wealth Legacy Planning and Family Offices
Wealth Transfer of Real Estate for Financial Services Professionals

Lee Chiwi is the Chief Executive Officer of PreceptsGroup International Pte Ltd and Chairman of Estate Planning Practitioners Limited (EPPL). He was called to the Bar of & Wales as a Barrister-at-Law in 1986 and admitted as an Advocate & Solicitor of Singapore in 1988. He worked in various law firms in Singapore for some 16 years focused in the areas of corporate, funds and private client work. He was appointed Chief Executive of British and Malayan Trustees Limited, then a public listed trust company from 2006 to 2007. In 2008, he joined the Rockwills Group in Singapore as Chief Executive to spearhead Rockwills’ business in Estate Planning, Wills, and Trusts. In 2019, in a management buy- out of Rockwills Singapore, he became its substantial owner and the group was renamed as the PreceptsGroup. He is a TEP member of the Society of Trust and Estate Practitioners and was Chairman of the Singapore STEP Branch (2014/15). He was also designated ChT (Chartered Trustee) by the Singapore Trustees Association in 2015, a title borne only by senior trust practitioners in Singapore. Chiwi is the author of various books including “PreceptsGroup Succession and Trusts in Wealth Management”, 4th Edition, 2021; and “Drafting of Trusts and Will Trusts”, with James Kessler Q.C., 2nd edition, 2015. He has been invited to speak at many forums, including organizers such as STEP, FPAS, CFA Society Singapore, the IBF and given training on trust structures to tax officers at the Inland Revenue. He has also been adjunct faculty with the Singapore Management University, lecturing in the MSc Program in Wealth Management, (Estate Planning and Tax).

Isaac Low

AEPP® Certification programme

Isaac Low is one of the Co-founders of the Avallis Group of Companies which provides financial advisory in insurance and investment planning with an estate and legacy focus.He has 35 years of experience in the financial advisory business and is a Principal Partner at Avallis Financial Pte Ltd. Apart from heading the Investment Advisory Dept at Avallis Financial, Isaac leads a team of advisers and continues to maintain his personal clientele.In the area of estate and legacy planning, Isaac manages the Group‘s  consultancy business in structuring and family governance for owners of family businesses. The purpose is to preserve family harmony and steward wealth for future generations using a family trust and multi-generation wealth transfer strategies.Isaac holds the ChFC designation from The American College and the AEPP® designation from Precepts Academy. He is also Charter Holder of the Chartered Financial Analyst designation from the CFA Institute.
Johann Tay

AEPP® Certification programme

Johann Tay is an AEPP® designee and a Senior Estate and Succession Practitioner of Precepts Legacy Pte Ltd.He specializes in Will & Trust solutions for all spectrums of society and operates his estate planning advisory as part of Will & Legacy, a family business, since 2012.Johann believes that everyone deserves an estate plan, regardless of their background, and each experience better equips him to serve the still-living. His consults are diagnostic in nature, customizing a solution based on a client’s circumstance and position in life.Johann frequently conducts trainings and seminars for the public and professionals to educate and equip them to craft a lasting legacy for themselves. Notable engagements include Boeing, M1, Singtel, Mapletree, Oracle and FPAS.
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