Wilson Lee

Wilson Lee is an Associate Financial Services Director with one of the largest financial advisory firms in Singapore, and has garnered multiple awards thanks to his excellent work ethics on both personal and corporate financial advisory fronts.

Wilson brings with him a decade of experience, along with the strategies and expertise of hitting MDRT consecutively the past four years. Under his guidance, his team has been a beacon of success under the PIAS banner with multiple members of the team hitting MDRT in the past year.

Derrick Poh

Before joining Wilson’s team in 2019, Derrick used to work as a purchasing executive under a tied agency. After 5 years, he decided to make a career-switch and become a financial advisor.

Looking to have higher income and more independence to provide more options for his clients, Derrick has flourished in his career as an advisor. Even achieving top producer for the month of May.

To him, being a financial advisor has been fulfilling in terms of finance and the extra time he gets to spend with family.

Rey Hwang

Rey used to work as a relationship manager for a bank for 9 years. Building relationships with people was his bread and butter.

Wanting to serve his clients better, Rey decided to make a career switch. Joining his best friend since secondary school, Rey joined Wilson’s team last year.

With his natural talent of building relationships and his eagerness to grow as a financial advisor, Rey was able to hit MDRT within 5 months. To him, this was a testament to the support he received from Wilson early into his career.

Matthew Teo

A photographer turned advisor; Matthew always had a passion since childhood to be involved in the investment world.

After working as a photographer for 7 years, Matthew joined Wilson’s team in 2018. Entrusting his career in the hands of his friend since their days in school, Matthew finds his journey as a financial advisor to be very enlightening and rewarding.

To him, having friends and clients refer loved ones over to him is his biggest success. Since it’s a testament of the value he brings to them.

Sam Kew

Before transitioning to a financial advisor, Sam used to work as banker for around seven years.

Being one of Wilson’s old classmates, Sam joined his team as he always had a knack for trading and investments since he was in school.

As a financial advisor, he specializes in mortgage loan consultancy and you can catch him teaching young kids about communication and speaking.

Fang Yan Ling

Yan Ling first came to Singapore to study and work. After working in different companies, she was discouraged as she felt her fixed salary was not equal to her effort. After being referred to Wilson, she settled down in Infinity Wealth Management, finally satisfied with a job that rewards her efforts and lets her have a balance between work as well as being a young mother.

Soft-spoken, structured and numbers driven. Yan Ling specializes in helping Chinese nationals in Singapore. Being a Chinese national turned Singapore citizen herself, Yan Ling’s always the go-to for explaining complicated financial jargons to Mandarin and delivering the best solutions to clients.

Joreen Lye

From one of Wilson’s clients to being part of his team, Joreen used to work as a senior marketing executive in the health industry.

After her mom went through a health scare, the feeling of uncertainty and helplessness gave her a wakeup call. This drove her to want to be financially savvy and eventually a financial advisor. Being a mom, career switching gave her more flexibility and control to be with her family.

To her, her biggest achievements came when COVID first hit, which turned out to be her personal best year. Instead of being afraid and dismayed, she gave assurance and hope to clients with regards to their finances, and also helped them to see things in different perspective to secure the rare investment opportunities brought about by Covid.

Steven Phua

Before entering into the advisory industry, Steven was worked in engineering for more than 15 years. That all changed after he fell ill in 2020.

It made him realize the importance of financial planning and his purpose and meaning in life. That’s when he pursued a career as a financial advisor and never looked back.

Bouncing with positive energy and his talent to explain complex financial terms into simple layman terms, Steven’s able to help transform the financial situations of his clients.

Vivian Lin

Vivian had been with Wilson for most of her career. From working with him for in graphic design to joining him in the bank and finally as a financial advisor, her journey has been full of mid-career switches.

When she met young couples while selling insurance, Vivian realized her true calling of serving young families. Wanting to serve this group of clients more, she found her way to Infinity Wealth Management. Now she works in her true role, a financial advisor specializing in financial planning for young families.