Trainers’ Profile

Dexter is the founder and Principal Trainer of Financial Coaching Academy. He currently heads the Private Wealth Advisory (APWA) branch; an award winning branch in a Financial Advisory Firm, and he is also part of the firm’s investment committee.

He believes in raising the Financial Advisory standards which led him to create the Total Portfolio Advisory© (TPA) approach, a revolutionary personal wealth management system that provides absolute clarity in one’s financial portfolio. He enjoys public speaking and coaching and has written a few books. His first ebook titled, “9 Lessons from the Kueh Lapis Sagu (九层糕) – A Simple Guide to Layering Your Financial Portfolio”, is to provide a simple-to-follow guide to starting and managing one’s financial portfolio. He is currently writing his third book - the Total Portfolio Advisory© (TPA) approach. Aside from this, he also teaches in SUSS as an adjunct faculty.

He has a Master of Business Administration (Dean’s List) from SMU and is currently pursuing the Chartered Financial Analyst (CFA®) program. He also has a Specialist Postgraduate Diploma from NIE in Learning and Instruction. He is a Certified Financial Planner (CFP®) and is also a certified Singapore Accredited Mortgage Planner (SAMP). He has also attained the IBF Advanced certification.

Julia is an award winning top Financial Adviser in a Financial Advisory firm and she is experienced in advising affluent Chinese families in multi-generation and wealth transfer. As a new mum, she hopes to inspire more mothers out there with her philosophy of “Living Purposefully and Eating Well” through her talks and workshops.

Eunice is an Executive Wealth Manager in a Financial Advisory firm and as a qualified Financial Performance Coach, coaching itself comes naturally to her, except this time she wants to derive the same satisfaction when she coaches people to take charge of their financial matters and successfully grow their wealth independently.

Eunice is also an extraordinary yogi who believes that women can be an all-rounded and able to achieve a balanced life: a healthy mind, body and financial position. Her aim is to empower women and the yoga/fitness community to take charge of their own finances through continuous sharing, education, regular investment update seminars and workshops. 

Haoran is an experienced adviser with nearly 5 years experience in the financial advisory industry, he constantly improves himself in both academic and practical experience. He was formerly from China and came to Singapore under the scholarship from Ministry of Education. He is a frequently invited to share his scholarship experience with aspiring young Chinese who wants to follow in his footsteps to migrate and study in Singapore.

He has a Bachelor Degree (Hons) from NUS and is currently pursuing the Chartered Financial Analyst (CFA®) program. He is also an Associate Wealth Planner (AWP) and on the path to become a Certified Financial Planner (CFP®) in Aug 2022. He is also IBF Qualified from Institute of Banking and Finance Singapore.

Beo Khoon is an Executive Financial Advisor in a Financial Advisory Firm. Prior to joining this industry, Beo Khoon was a military officer in the SAF and he developed a passion for teaching when he was a trainer for almost five years, educating and coaching the mid-level officers in leadership skills and thought process of military operation planning.

Today, he continues to provide coaching and education in the areas of personal wealth management to military officers and he hopes that he can empower them to take charge of their financial matters so that they can retire successfully in time to come.

Trish is an Executive Financial Consultant in a Financial Advisory Firm.

She brings with her years of experience in the hospitality industry, honing valuable skills to deliver service excellence. She then pursued a career in financial advisory with a strong desire to gain financial literacy and to value add to the people around her.

Winnie is the Board Game Team Lead of Financial Coaching Academy.

Winnie is a top performing Executive Wealth Manager in a Financial Advisory firm and she comes with many years of management experience in her previous regional marketing role.

Her experience in marketing and business management has led her to create a localised Financial Board Game “B.O.B (Bull Or Bear) Game”, which aims to promote greater financial literacy via more engaging and interesting gaming experience.

Lesley is one of the Board Game Team Facilitators of Financial Coaching Academy.

Having fun while learning investment concepts makes this an attractive endeavour for Lesley, who often plays boardgames in gatherings with friends.

Specialist Trainers

Alan started his investing journey back in the year 1997, when the Asian Financial Crisis happened. He joined the banking and finance industry and spent the last 20 years assuming different roles in investment banking, private banking, and retail banking. His strength lies in his long years spent in investment banking; handling deal origination, bookrunning for primary and secondary issues of securities, and corporate broking. He has a keen interest in macroeconomics and analysing businesses.

Alan runs his financial blog since 2007 and participates actively in financial literacy programs like speaking at annual SGX events. He conducts classes on wealth management, fundamental and technical analysis as well. He is a regular guest speaker and has his own investment series titled “Market make or break”, broadcast monthly on iFAST TV.

Alan graduated with a Master of Science degree, majoring in Finance and recently, completed a course on fintech and its impact on the financial services sector by NUS Business School.  

Samuel Tan is the Legal Counsel and Estate Planning Specialist of First Light Estate Planning Pte Ltd, an estate planning company that aims to provide estate planning, wealth protection, and business succession solutions rooted in strong values. Prior to his current position, Sam has crafted more than 4000 wills and was the Deputy Head of the Legal Department in a licensed trust company with more than 700 estate planners.

He is committed to helping families understand that the foundation of estate planning is not just about getting your final intentions documented, but also appreciating the value of proper planning for you and your loved ones.

Eric Chey is a well established property agent & advisor who found his true calling in the Real Estate industry have empowered countless of both homeowners and investors alike to make wise decisions.

Apart from finding the right property and negotiating for the right price, Eric's expertise lies in Asset Progression & Restructuring. He has dedicated a significant time to study the market and analyse the trends, allowing him to make sound advice that is not only relevant but also feasible based on the individual client's profile.

What his clients appreciate the most is his ability to accurately spot worth-to-invest properties with good capital growth within the next 4 to 5 years time. The careful analysis of the market sentiments and movements paid off when clients that have engaged Eric's service actually manage to achieve unprecedented returns in their investments. 

Cheryl is an Associate Group Director with PropNex, the largest real estate agency in Singapore with over 11,000 agents to date. In 2020 and 2021, she is top 10% in the company, helping many clients make significant asset progression through selecting the right property to invest in. Many clients benefitted from selling their depreciating property to achieve a positive property portfolio owning one or two properties now.  

She is a highly sought after speaker for her property seminars. Cheryl is also a business owner, she owns a kids apparel & lifestyle brand, and a hair salon in Orchard.  

Dr Zhang currently serves as the Medical Director of two medical entities: 1 Bishan Medical and 1 Swab @ Tanjong Pagar. The former being a GP clinic, supporting the government medical efforts for both community health and COVID-19 related matters. And the latter focusing on a more lean and efficient model, offering pre-departure and community testing at affordable rates. 

Dr Zhang has recently concluded a distinguished career in the Singapore Armed Forces (SAF) Medical Corps, winning multiple awards for his ingenuity and operational excellence. His most recent award included that of a Letter of Commendation from Commander CSSCOM, for the successful planning and setup of 11 Swab and Isolation Facilities in 2020 during the Dormitory COVID-19 outbreak. Up till the end of his service, he remained active in projects such as the setup of 2 of the largest vaccination centres in the SAF.

Dr Zhang also has a keen interest in community health, especially that of Palliative Medicine. In 2021, he completed a Graduate Diploma in Palliative Medicine with the National University of Singapore. It is his vision to bring awareness to the topic and operationalize integrated care facilities to the growing needs of an aging population. Marrying his unique blend of pragmatism, professional knowledge and strong ethos, he will strive to ensure that no man or woman is left behind in their later years.

Vincent started his career with Temasek Holdings where he received his grounding in private equity and venture capital work. He then gained further merger and acquisition as well as corporate planning and strategy experience at Singapore Press Holdings Limited and KPMG Corporate Finance. He was also previously the General Manager of Corporate Development at Cityneon Holdings Limited.

He has over 20 years of corporate investment experience with a personal transaction track record of over $1 billion in transaction value. These transaction include Private Equity, Venture Capital, Fund of Funds, Strategic Acquisitions, Mergers, Corporate Finance, Buy Side and Sell Side Transactions across a wide spectrum of industries. He has also managed a business unit of $20 million revenue and 40+ staff.

Vincent enjoys working with companies of all sizes, from Startups, to SMEs, to Listed Companies. He also enjoys sharing his transactional and corporate investing knowledge from various perspectives.

Admin & Operations

Shay is the Admin & Ops Manager of Financial Coaching Academy. She is passionate about connecting with people and making an impact to their lives.

With prior experience in the retail industry, and was last serving as Store Manager Associate at a major global retail chain. However, with her constant thirst for knowledge and desire to make an impact to the lives of people around her, she decided it’s time for her to embark on a new journey. That was when she started tutoring students both at Primary and Secondary School level, influenced by her grandparents who were both teachers, and her love for sharing knowledge.

Shay founded Shay Beauty Cosmetics when she was only 18 years old as a way to earn some side income when she was still studying and cosmetics grew on her and began her passion for make-up. Being in the cosmetics industry has allowed her to meet more people from all walks of life and learn more from them too. Being an owner of a small business, it allowed her to pick up skills and learn more about how she can reach more people through the power of social media.