Welcome to Design Driven Financial Planning!
My name is Isaac. I am a MAS (Monetary Authority of Singapore) licensed representative of Phillip Securities Pte Ltd (Principal). My RNF number is FCN200135730 and I hold multiple licenses to conduct various financial advisory services. Over the years in the Financial Advisory Services Industry, I have acquired the CFA charter, ChFC and CFP certifications.
All regulated financial products out there have its purpose for existence, whether it is suitable or not depends on client specific circumstances which can be fluid. And as such no regulated product will be slammed here.
Poke around the site and if you feel that I can be of good stewardship on your financial journey, do not hesitate to arrange a face-to-face appointment.
If you already want to establish a relationship (open POEMS account) with me through Phillip Securities Pte Ltd, click here!
