FINANCIAL PLANNING ASSOCIATION SINGAPORE
Joseph is Managing Director, Asset Management of Shenwan Hongyuan Singapore Pte Ltd, which is part of Shenwan Hongyuan Securities, a Chinese state owned financial institutions. he is also an Independent Non-Executive Director and Audit Committee Chairman of 3 SGX main-board listed companies.
He has more than 18 years of experience in the financial services industry and had previously held senior roles with global financial institutions like JP Morgan (Executive Director); UBS AG (Director, Advisory Consultant, North Asia); Standard Chartered Bank Singapore (Deputy GM, Wealth Management).
Joseph is also an adjunct lecturer with Kaplan teaching finance and business related subjects. He also provides corporate trainings to bankers from several Chinese banks like ICBC, BOC, China Merchant Bank and Industrial Bank of China.
Despite his busy schedule, Joseph also volunteers in non-profit organisations and is currently President of Financial Planning Association of Singapore (FPAS) and Audit Committee Chairman of Singapore Gymnastics.
Joseph graduated with a Master of Commerce degree (majoring in advance finance) and a Bachelor of Commerce degree (majoring in Accounting and Finance) from University of New South Wales. He is a certified accountant with CPA Australia and a Certified Financial Planner (CFP).