Management Team
Be Part Of Our Movement. Be A Change Maker!
Stephen Chew
Chief Cluster Officer
“Everyone can scale the summit of success; if they are guided by the right people.” Grounded by this singular belief and driven with a mission to succeed, Stephen has taken Summit Planners Pte Ltd from its humble beginnings to a multinational company with a 500-strong headcount today.
Jason Lim
Senior Vice PresidentSummit Planners Maximus
Jason Lim
Senior Vice President
Summit Planners Maximus
I joined the financial planning industry after completing my Bachelor’s Degree in Banking & Finance in 1997 and have been in this industry for 24 years. Over the years, I have also conducted numerous trainings in the Asian region to fellow practitioners.
Summit Planners Maximus was set up in 2017 with a small team of 20. Today we have more than 60 financial consultants each specialising in their areas of expertise. In 2020, we have 1 Top Of The Table, 4 Court Of The Table and 13 Million Dollar Round Table qualifiers.
We believe in growing individuals, helping them discover their unique strengths and mentoring them to grow stronger, better professionally and personally. My personal mission is for every member in the team to “live their dream”.
In Maximus, we have a strong culture of mentorship and sharing. We help each other in exceeding expectations in all areas of our work, client accountability and most importantly, self-accountability.
I personally specialise in Estate Planning, Legacy Planning and Planning For Business Owners. With 24 years of experience, I look forward to impart my skills and knowledge to my team, empowering them to become leading professionals in the world of financial planning.
Edmund Ang
Senior Vice PresidentInvictus Branch
Edmund Ang
Senior Vice President
Summit Planners Invictus
I have been in the industry for more than two decades and every moment has been truly enriching and inspiring. In this journey, I have seen and helped many different families by providing top-notch service and ensuring that my solutions will be able to help them through their different life stages.
I strongly believe in building relationships that can withstand the test of time, which is why the motto for Summit Planners Invictus is “Relationships For Life”.
My vision is to grow my team and for each member to hold the same beliefs as I do, which is to build strong and lasting relationships and value add to the lives of everyone that they meet.
My many years of experience have allowed me to develop a skills-based learning programme for the team, which has been tremendously helpful with the planning of our clients’ financial matters.
Nethan Chew
Executive Vice PresidentXchange Branch
Nethan Chew
Executive Vice President
Summit Planners Xchange
Summit Planners Xchange was founded on 1 January 2018, made up of financial consultants from diverse backgrounds who brought together their experiences and expertise to the team. We are now the largest branch within Manulife Financial Advisers with more than 120 financial consultants and 14 managers in our team; growing three times in three years.
We provide our consultants with in-house structured training programmes focused on mentoring and partnership platforms to help them succeed in providing customised solutions for their clients. With this, we have since maintained a good average of more than 25% and above Million Dollar Round Table qualifiers, smashing our records year and year again.
Our Xtraordinary Perspective
We tailor specialised growth programmes for our consultants, to nurture them into the best that they can be.
Our Xceptional Value Proposition
When you reach the crossroads and would like to seek a change, Summit Planners Xchange is the place to be.
No matter your career stage – whether you are a recent graduate, in mid-career transition, or an experienced consultant – Summit Planners Xchange is the place to be. Join us to find the positive energy you need to conquer the challenge!
Susan Dunn
Senior Vice PresidentDunn & Partners Branch
Susan Dunn
Senior Vice President
Summit Planners Dunn & Partners
I am Susan Dunn. I am an established businesswoman and leader, being a veteran in the financial planning business with over two decades of experience. Besides being a mother of three beautiful children, I am also a family counsellor and seasoned platform speaker.
In 2011, driven by a vision to develop a Premier Agency, I began to recruit, train and mentor like-minded individuals to excel personally and professionally in the financial services industry. Today, we are known as Summit Planners Dunn & Partners.
I am very passionate about developing people and raising up leaders to have success both in business and in life and to impact society in a positive way.
Marcus Goh
Senior Vice PresidentFortis Branch
Marcus Goh
Senior Vice President
Summit Planners Fortis
John Chia
Senior Vice PresidentAlpha Branch
John Chia
Senior Vice President
Summit Planners Alpha
Back then, my decision to become a financial services consultant was inspired by my family, and also other families like mine which I hoped to help through the power of financial planning.
Today, I am pleased and proud to lead Summit Planners Alpha, a team of dedicated financial services consultants who show commitment towards this worthy cause. Our promise to deliver excellence has helped us gain the trust and support of our esteemed clients, which is also seen in the numerous achievements and Million Dollar Round Table achievers each year.
With more than two decades in this industry and my passion burns as bright as day one. I have come across clients of all ages with complex needs, but right now I would like to focus on inculcating financial literacy in young adults.
Knowledge guides one onto the right path and wise words can help more to improve their prospects. As I have learnt, our decisions today will become tomorrow’s realities.
Evan Ong
Senior Vice PresidentExodus Capital Branch
Evan Ong
Executive Vice President
Summit Planners Exodus Capital
Coming from a banking background and having achieved five years of stellar track records in the corporate world, Evan joined Manulife Financial Advisers with a singular goal in mind: To pass on his skillsets and knowledge to like-minded and talented individuals, with the ultimate aim to guide them towards their fullest potential.
Summit Planners Exodus Capital is a unique collective, united in their belief to help one another succeed. Working together to tap on each other’s strengths will build a stronger “us” as a whole.
Their motto is inspired by a winner’s attitude coupled with an ethical approach in doing business with their clients to serve them to the best of their abilities.
Alvin Cher
Senior Vice PresidentTitans Private Wealth Branch
Alvin Cher
Senior Vice President
Summit Planners Titans Private Wealth
We curate bespoke financial solutions for individuals, businesses and family offices. Partnering with best-in-class financial institutions, Summit Planners Titans Private Wealth provides unbiased, honest and sound solutions for our clients to create, enhance and preserve their wealth.
Our financial services consultants are highly accomplished with years of industry experience and are adept at helping our clients craft strategies tailored to their needs and aspirations.
Our clients’ well-being is our utmost priority; hence we are dedicated to be custodians of their wealth in preserving their legacy for generations to come.
Our vision is to grow together with our clients and for our financial services consultants to create a community upon the foundation of our values of Trust, Integrity, Teamwork, Accountability, Non-stop Learning and Social Responsibility.
Ethan Chen
Senior Vice PresidentAPX Financial Branch
Ethan Chen
Senior Vice President
Summit Planners APX Financial
Having started my career in the financial advisory business in mid-2007, the past 14 years has been life-defining and the past three, life-changing. As a Certified Financial Planner, I have a Bachelor’s Degree in Mechanical Engineering and Master of Science – Innovation in Manufacturing in System and Technology (Singapore-MIT Alliance).
I joined Manulife Financial Advisers in November 2018, setting up a team known as Summit Planners APX Financial today. Almost three years later, we have a total headcount of 34, with five managers in the leadership team.
In the work that I do, I have three ultimate goals: Seeing my clients having clarity in their financial journey with a clear financial blueprint in place; seeing my consultants grow and develop into competent advisers with great values and beliefs; seeing more people becoming the best versions of themselves.
Vision:
Everyone deserves great financial advice.
Mission:
To be the best financial advisory team in Singapore; with the best people, processes, systems and solutions.
Vaules:
Authentic, Proficient, eXcellence
My areas of specialty are in Investment Advisory, Financial Simulation, Comprehensive Financial Planning, Will and Trust Planning, Business Succession Planning and Generational Wealth Succession Planning.