Dylan Wong

Dylan Wong Email and Phone Number

Senior Financial Services Director @ Income Advisory Financial Advisers
Singapore
Dylan Wong's Location
Singapore, Singapore
About Dylan Wong

Dylan WongSenior Financial Services Director | Founder of Elios Wealth ManagementRaised by a single mother in Singapore, I witnessed firsthand the challenges of financial instability. These experiences shaped my passion for helping others achieve financial independence and create meaningful futures for themselves and their families.As the Senior Financial Services Director and Founder of Elios Wealth Management, a group of agency units under Infinitum Financial Advisory Pte Ltd, I lead with a mission to redefine the financial advisory landscape. I’m committed to empowering financial consultants to become trusted advisors and mentoring agency leaders to build high-performing, purpose-driven teams.Since starting my career in 2014 with no network or experience, I’ve grown from $360K in individual APE in 2015 to leading a team of 87 associates generating $6.7 million in APE by 2023. Over the past five years, my team has achieved $20 million in APE, with many associates qualifying for MDRT and COT. Several have stepped into leadership roles, including two who were promoted to Directors in 2024.Looking ahead, I’m integrating AI transformation into advisory processes, expanding leadership coaching programs, and refining high-net-worth advisory expertise to deliver tailored wealth solutions and legacy-building strategies.For me, success isn’t just about numbers—it’s about empowering people and creating lasting impact. Let’s connect to discuss how we can grow together, redefine the future of financial advisory, and make a meaningful difference.

Dylan Wong's Current Company Details
Income Advisory Financial Advisers

Income Advisory Financial Advisers

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Senior Financial Services Director
Singapore
Employees:
139
Dylan Wong Work Experience Details
  • Income Advisory Financial Advisers
    Senior Financial Services Director
    Income Advisory Financial Advisers
    Singapore
  • Infinitum Financial Advisory Pte Ltd
    Senior Financial Services Director
    Infinitum Financial Advisory Pte Ltd Dec 2024 - Present
    Singapore
  • Hsbc
    Financial Services Director
    Hsbc Feb 2023 - Dec 2024
    Singapore
  • Iam Advisory Pte Ltd
    Managing Partner
    Iam Advisory Pte Ltd Jan 2021 - Dec 2024
    Singapore
  • Iam Advisory Pte Ltd
    Lead Partner
    Iam Advisory Pte Ltd Jan 2019 - Jan 2021
  • Iam Advisory Pte Ltd
    Senior Partner
    Iam Advisory Pte Ltd Feb 2018 - Dec 2018
    Dylan Wong is a senior partner at one of the most successful wealth consulting groups in Singapore. Coach, speaker, and mentor to millennial entrepreneurs, Dylan specializes in training and coaching these aspiring individuals in the financial services industry to create business breakthroughs and powerful wealth transformations across Singapore.A qualifying member of the globally recognized Million Dollar Round Table (MDRT) Association, Dylan stands among the Top 1 % of Financial Professionals in the world. He generated his first six-figure annual income as a practitioner at the age of 22 by providing financial advice, and qualified for numerous accreditations like MDRT, Top Rookie and Top Manager in both Recruitment and Team Sales. Currently, Dylan leads a dynamic referral-based practice with a strong referral culture in both client acquisition and recruitment.Dylan is also the founder of the Career Accelerator Mentorship Program (CAMP)® which details the proven seven steps system to build, grow and scale an advisory business. To enable Millennials to achieve an accelerated head start in life, Dylan has since published an e-book Mind My Own Business which reveals the proven ideas and strategies adopted from the best success coaches in the region.Retired from providing financial advice since 2016, Dylan has shifted his focus to developing his businesses as well as mentoring some of the best agency leaders and sales practitioners, empowering them to create business breakthroughs and make their mark on the Singapore financial services landscape.
  • Iam Advisory Pte Ltd
    Partner
    Iam Advisory Pte Ltd Jan 2017 - Dec 2017
    International Plaza
    Dylan Wong is a senior partner at one of the most successful wealth consulting groups in Singapore. Coach, speaker, and mentor to millennial entrepreneurs, Dylan specializes in training and coaching these aspiring individuals in the financial services industry to create business breakthroughs and powerful wealth transformations across Singapore.A qualifying member of the globally recognized Million Dollar Round Table (MDRT) Association, Dylan stands among the Top 1 % of Financial Professionals in the world. He generated his first six-figure annual income as a practitioner at the age of 22 by providing financial advice, and qualified for numerous accreditations like MDRT, Top Rookie and Top Manager in both Recruitment and Team Sales. Currently, Dylan leads a dynamic referral-based practice with a strong referral culture in both client acquisition and recruitment.Dylan is also the founder of the Career Accelerator Mentorship Program (CAMP)® which details the proven seven steps system to build, grow and scale an advisory business. To enable Millennials to achieve an accelerated head start in life, Dylan has since published an e-book Mind My Own Business which reveals the proven ideas and strategies adopted from the best success coaches in the region.Retired from providing financial advice since 2016, Dylan has shifted his focus to developing his businesses as well as mentoring some of the best agency leaders and sales practitioners, empowering them to create business breakthroughs and make their mark on the Singapore financial services landscape.
  • Iam Advisory Pte Ltd
    Associate Partner
    Iam Advisory Pte Ltd Jan 2016 - Dec 2016
  • Iam Advisory Pte Ltd
    Associate
    Iam Advisory Pte Ltd Jul 2014 - Dec 2015

Dylan Wong Skills

Consulting Financial Planning Management Analysis Finance Portfolio Management Business Development Investments Leadership Wealth Management Risk Management Financial Advisory Financial Services Training

Frequently Asked Questions about Dylan Wong

What company does Dylan Wong work for?

Dylan Wong works for Income Advisory Financial Advisers

What is Dylan Wong's role at the current company?

Dylan Wong's current role is Senior Financial Services Director.

What skills is Dylan Wong known for?

Dylan Wong has skills like Consulting, Financial Planning, Management, Analysis, Finance, Portfolio Management, Business Development, Investments, Leadership, Wealth Management, Risk Management, Financial Advisory.

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