Senior Financial Planner
Current
Oct 2020 - Present
AeroLeads people directory · profile
Sing Koay Email & Phone Number
Senior Financial Planner
at
Design Financial Advisory
1 work email found
@yahoo.com.au
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Financial Planner
Location
Perth, Western Australia, Australia
Who is Sing Koay? Overview
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Quick answer
Sing Koay is listed as Senior Financial Planner at Design Financial Advisory, based in Perth, Western Australia, Australia. AeroLeads shows a work email signal at yahoo.com.au and a matched LinkedIn profile for Sing Koay.
Sing Koay previously worked as Senior Financial Planner at Lawrence Wealth and Private Client Adviser at Amp Advice Subiaco. Sing Koay holds Cfp, Financial Planning from Fpa.
Company email context
Email format at Design Financial Advisory
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{first}{last}@yahoo.com.au
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AeroLeads found 1 current-domain work email signal for Sing Koay. Compare company email patterns before reaching out.
Profile bio
About Sing Koay
Money touches so many areas of people’s lives. Yet, for many, making money related decisions, sadly, falls into their “too hard” basket. But such decisions don’t have to be difficult. With the right guidance and a little discipline, money can be an enabler that enables people to live a life that is meaningful to them. If I could sum up what I do in a few words, it would be to be the intelligent facilitator to help people make good money related decisions so that they are better able to live the best version their lives. I have a passion to see people equipped and empowered to take control of their finances and to make money their servants rather than be servants to their money.My specialties include: • Goals setting• Cashflow management• Savings and wealth creation strategies• Investment planning• Superannuation planning (including SMSF investment advice) • Pre-retirement planning• Retirement planning• Estate planning considerations• Centrelink planning• Aged care general considerations
Listed skills include Superannuation, Wealth, Retirement Planning, Wealth Management, and 19 others.
Current workplace
Sing Koay's current company
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6 roles
Sing Koay work experience
A career timeline built from the work history available for this profile.
Senior Financial Planner
Lawrence Wealth
At Lawrence Wealth, we partner with our clients through our team based approach to help them navigate the often complex word of finances so that they better able to make inform decisions to enable them to live their best lives. We work with clients in the areas of cashflow management, debt management, wealth building, superannuation (incl. SMSF), asset protection, social security and estate planning. https://lawrencegroup.net.au
Private Client Adviser
Amp Advice Subiaco
Provide ongoing financial advice to clients to assist them in achieving their lifestyle and financial goals and objectives.Initially, this involves sitting down with people to explore and gain an understanding of their aspirations and their fears and then working with them over time to overcome their fears and achieve their aspirations.
Oct 2010 - Jun 2020
Financial Adviser
I joined Hillross as a result of the Hillross' takeover of Rabo Financial Advisor. At Hillross, I continued in role as a Financial Adviser in providing ongoing advice to our clients in the areas of: cashflow management, debt management, investment planning, estate planning, risk management and general taxation planning.
Dec 2009 - Oct 2010
Financial Adviser
Rabo Financial Advisors
I joined Rabo Financial Advisors (RFA) as a result of the company's takeover of Mondo Financial. At RFA, I continued in my role as a Financial Adviser, provided ongoing advice to our clients in the areas of: cashflow management, debt management, investment planning, estate planning, risk management and general taxation planning.
Jul 2007 - Dec 2009
Para Planner / Associate Adviser
Mondo Financial
In the initial years, as a para planner, I provided para-planning support services to the senior Financial Advisers in the practice.As I progressed in my career, I sat in client meetings with the senior Financial Advisers to learn "the ropes" and to gradually take over as the servicing adviser.
May 2004 - Jun 2007
3 education records
Sing Koay education
Cfp, Financial Planning
Fpa
Graduate Diploma Of Financial Planning, Financial Planning
Finsia
Bachelor Of Commerce, Finance And Marketing
FAQ
Frequently asked questions about Sing Koay
Quick answers generated from the profile data available on this page.
What company does Sing Koay work for?
Sing Koay works for Design Financial Advisory.
What is Sing Koay's role at Design Financial Advisory?
Sing Koay is listed as Senior Financial Planner at Design Financial Advisory.
What is Sing Koay's email address?
AeroLeads has found 1 work email signal at @yahoo.com.au for Sing Koay at Design Financial Advisory.
Where is Sing Koay based?
Sing Koay is based in Perth, Western Australia, Australia while working with Design Financial Advisory.
What companies has Sing Koay worked for?
Sing Koay has worked for Design Financial Advisory, Lawrence Wealth, Amp Advice Subiaco, Hillross Financial Services, and Rabo Financial Advisors.
How can I contact Sing Koay?
You can use AeroLeads to view verified contact signals for Sing Koay at Design Financial Advisory, including work email, phone, and LinkedIn data when available.
What schools did Sing Koay attend?
Sing Koay holds Cfp, Financial Planning from Fpa.
What skills is Sing Koay known for?
Sing Koay is listed with skills including Superannuation, Wealth, Retirement Planning, Wealth Management, Estate Planning, Strategic Financial Planning, Smsf, and Investments.
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