Our Team

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Ivan Yao, CHFC

Co-founder

Ivan_yao@avivafa.com.sg | Phone: +65 8168 1253

Being in the insurance industry since 2009 with a clientele of over 900, Ivan has achieved 5 Million Dollar Round Table including a prestigious Court of the Table qualifications during his days as a wealth manager. 

Ivan believes that everyone should have a sound and robust financial plan. Using his belief as a guiding principle, he strives to ensure his clients’ portfolios allow them to have the financial support during a health crisis and also live with dignity during retirement.

He decided to build his team after he was promoted to Master Wealth Manager in 2016 as he wants to share his beliefs and pass on his valuable skill sets to aspiring wealth managers. 

As a Financial Services Director leading a Million Dollar Team, other than coaching his team of wealth managers, Ivan continues to upgrade himself by attending seminars, conferences and is in the midst of taking his Chartered Life Underwriter modules.

Serene Quek ,

Senior Wealth Manager

 

Million Dollar Round Table member

Royal Centurion Club

Summit Club Premier member

Top 10 Wealth Manager 2019

 

serenebx_quek@avivafa.com.sg 

+65 8282 6896

In Serene’s course of work, she meets with people from all age groups with various needs and budgets. Whenever she proposes solutions for her clients, she always asks herself, “Is this what I will plan for myself or my loved ones?” This is her guiding principle which she relies on when she plans for her clients’ financial portfolios. She believes that a wholesome financial plan includes a set of estate distribution instructions. She wants to help her clients to minimise estate administrative expenses to maximise proceeds for their beneficiaries. 

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