Trainers Profile

Merrick left the Singapore banking industry after 29 years in training and management roles in order to pursue his passion of motivating others to be a better version of themselves.

Having worked in the Financial Industry Disputes Resolution Centre as a mediation manager, he joined a local bank to become its main representative to resolve investment and insurance disputes and rescued many financial professionals from a ruined career.

In 2014, he became a trainer because he believed that prevention is better than the cure. He has since equipped thousands of bankers and financial professionals in DBS and Standard Chartered Bank by sharing his experiences in internal audit, banking, disputes resolution, investment and insurance sales.

You may view more on the courses available here:
Wealth Management Regulatory Compliance Scorecard for Financial Professionals on Customer Due Diligence and Balanced Scorecard

Hock Beng is a financial services practitioner with more than 20 years of experience in the financial advisory services industry. He was a student-adviser while obtaining his Bachelor of Engineering at Nanyang Technological University of Singapore. He has since received numerous accolades and achievements in the industry.

While building his practice, he keeps on learning. Today, to mention a few of his professional qualifications, he is a Chartered Financial Consultant®️, Chartered Life Underwriter®️ and Certified Financial Planner®️. He is an IBF (Advanced) certified, an industry endorsed mark of quality for financial professionals in Singapore.

A strong advocate in financial literacy, he has served in the Committee of Education and Training of Insurance Financial Practitioners Association of Singapore. He was appointed as Honorary Treasurer with The Financial Planning Association of Singapore (FPAS) and during his term, he has served as Examination Board Chair.

During the pandemic lockdown, he leveraged an online-learning-management system to embrace SmartTech-HighTouch advisory to make learning possible anywhere, anytime. This is essential as he is managing a team of independent financial adviser reps.

He loves to inspire anyone who desires to bring financial planning to the next level.

You may view more on the courses available here:
DEMYSTIFYING SRS

Tang has more than 25 years of experience in the financial services industry in both Malaysia And Singapore.
After he qualified as a Chartered Financial Consultant, he set up a financial advisory practice in 2001 focusing on estate and legacy planning for business owners.  In 2005, he joint venture with the largest Australian financial advisory group and was promoted to Executive Director in 2007. 2 years later, he moved to the SIngapore branch of the Australian firm as the General Manager of Distribution.

In Oct 2012, Tang joined the largest Independent Financial Advisory Firm in Singapore as Director, Business Development and Strategic Partnership. In June 2014, he successfully launched FA Advisory Sdn Bhd which eventually became one of the leading FA firms in Malaysia.

You may view more on the course available here:
DIGITAL MARKETING – PROVEN TACTICS TO ATTRACT FOLLOWERS FROM SOCIAL MEDIA PLATFORM