About Isaac Fang, CFA
My job is to help you weigh your options clearly, then act on the decision that fits you. Investing, fund management, protection and planning sit under one relationship, with a design-driven approach. I have worked in financial services since 2001, and I am a CFA charterholder, CFP and ChFC, and a trainer.
You will be speaking with Isaac Fang, CFARepresentative of Phillip Securities
From engineering student to fund management
I joined the industry in 2001 while studying mechanical engineering at the National University of Singapore, starting in life insurance. Over the years my work widened into securities, unit trusts and portfolio management, and I earned my CFP, ChFC and, in 2015, the CFA charter.
In 2023 I took on a fund management appointment, which lets me manage client portfolios on a discretionary basis and act as investment manager for trusts. Today I am a representative of Phillip Securities, serving clients across investing, protection (life and general insurance), planning and legacy.
How I approach my work
Every product approved for sale here exists for a reason. Whether it suits you depends on your circumstances, and those change. So I will not dismiss a product, and I will not push one. I focus on what is meaningfully relevant to you: if income is your goal, asking which hospital plan you hold misses the point.
That thinking became my FDM method, Facilitating Decision Making, which I set out in a white paper in 2019. My strengths, by the CliftonStrengths assessment, are focus, analytics, intellection, learning and individualisation.
Qualifications
| CFA charter | CFA Institute | 2015 |
|---|---|---|
| CFP | Financial Planning Association of Singapore | 2005 |
| ChFC | Singapore College of Insurance | 2007 |
| Diploma in Life Insurance | Singapore College of Insurance | 2004 |
| Certificate and Advanced Certificate in Philanthropy and Social Impact | Wealth Management Institute | 2025 |
Recognition
| Financial Planner of the Year, Finalist | Financial Planning Association of Singapore | 2020 |
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Teaching, speaking and writing
- Trainer for modules 2, 4 and 6 of the CFP programme at TMC Academy
- SkillsFuture@PA course, Applied Financial Planning with Excel, at community centres
- Trainer for SGX Academy; speaker at SG Trading Festival 2022 and other SGX events
- Volunteer with the Institute for Financial Literacy at Singapore Polytechnic
- Articles in the IFPAS journal, issues 57 and 82
- Articles for PhillipCapital's POEMS Market Journal, including The ILP debate (2025) and Fifty Shades of Ethics (2023)
- Short reads on investing, insurance and planning in the Insights section of this site
Representation
Representative of Phillip Securities Pte Ltd (A member of PhillipCapital), Reg. No 197501035Z. MAS Rep No. FCN200135730. Languages: English and Mandarin.
PhillipCapital publishes my profile, services and client testimonials on its own website, under the title Investment Specialist: Official profile on PhillipCapital.
You can look up MAS Rep No. FCN200135730 in the MAS Register of Representatives. How to check a representative on the register.
See if we are a good fit
A short conversation is the easiest way to find out whether the way I work suits you.
Speak to Isaac