Insurance Congress
Until Event Start
APLIC 2023
What is APLIC 2023
The APLIC congress is aimed at promoting professionalism of financial services advisory in the region. Through various joint educational and professional training courses, seminars and conventions, the APLIC congress aims to raise the standard of professionalism and business practices of financial advisors and managers in the region.
APLIC 2023 Venue
Resorts World Convention Centre
Resorts World Convention Centre is proud to be home for one of the region’s largest column-free ballroom, which can be divided into three ballrooms or nine mega halls with flexible seating configuration, as well as VIP and other holding rooms.
Click here to see the directions to Resorts World Convention Centre
Speakers
Agnes Ng-Tan
MBA, AWP, CEPP
Agnes is from Sun Life Philippines and belongs to Sun Life Select Elite Adviser League. She is a 3-time Court of the Table and 12-time MDRT qualifying member, making her a Life Qualifying Member of MDRT. Agnes' other accolades include 11-time Grand Slam Medallion, 10-time Producers League, 7-time International Quality Award and many more.
Agnes is not just a top producer but also believes in giving back to the insurance industry. She was the Country Chair for MDRT, Philippines from 2020 to 2022 and served as the President for the Life Underwriters Association of the Philippines in 2022.
Chan Keng Leong 陈景良
Financial Services Director Prudential Assurance Company Singapore (Pte) Limited
ChFC, CFP, MBA, IBF Fellow
Keng Leong joined the financial industry in 1994 & is now a Financial Services Director with Prudential Singapore. He has blazed a trail of numerous distinctive awards & recognition, including Life Member of the Million Dollar Round Table. Besides being active in sales & sales management, Keng Leong had designed & created an end-to-end electronics sales & investment tool. This widely used e-tool (PruWay System & PruOne) has greatly improved the efficiency & productivity for both the sales distribution & the company.
He is a well sought-after speaker & has spoken on many local conventions & seminars both locally and in the Asia Pacific region including the prestigious Million Dollar Round Table in USA.
He has a Masters Degree in Business Administration with distinctions in Business Finance, Financial Analysis and Communications. He was awarded 3 scholarships throughout his tertiary education. In 2018, he is conferred the prestigious IBF Fellow (The Institute of Banking & Finance Singapore) in Financial Planning.
Dr Ethan Lim
Dr Ethan Lim has 20 years of medical experience in clinical sports medicine, cardiac rehabilitation, lifestyle intervention and prevention programmes. At Fullerton Health, he oversees the Network & Clinical Strategy for corporate and community health and wellbeing.
He obtained his medical degree from the National University of Singapore and his Clinical Exercise Physiologist certificaiton from the American College of Sports Medicine. He also received his Sports Medicine Certificate with the International Olympic Committee and his Graduate Diploma in Sports Medicine from the Lee Kong Chian School of Medicine, Singapore.
Dr Lim was previously Head of Clinical & Wellness at Cigna Singapore, responsible for clinical governance and wellness strategy for corporate health insurance clients. He was also previously Head of Governance, Analytics and Partnership in Nanyang Technological University (NTU), working on policies, data initiatives and strategic partnerships as well as improving insurance coverage and benefits that supported the wellbeing of all 40,000 staff and students in the NTU community. He is currently a Medical Advisor to the Muscular Dystrophy Association Singapore since 2015 and sits on the NTU Sports Advisory Committee.”
Jan Wong
CEO and Founder of OpenMinds
Author, Building Your Digital Net Worth
Jan is an entrepreneur, youth advocate, and founder of OpenMinds, a 10-year bootstrapped marketing technology consultancy firm, with roots in Malaysia, Singapore and Hong Kong. Starting at the young age of 17, he has worn multiple hats such as venturing into eight businesses, lecturing at the Asia Pacific University, consulting for e-commerce business, publishing an academic journal during his Master’s degree, and sitting on the academic advisory board of three private universities in Malaysia namely KDU, Sunway College and Sunway University. His undeniable success in the trade propelled him to be recognised as one of in-demand speakers across the Asia Pacific region, benefitting over 250,000 participants to date and start-up and corporate innovation teams including Techstars Global, NEXT50 Singapore and Nestle. As a regular contributor on BFM radio and a 3-time TEDx speaker, Jan was recognised as one of the top 10 new generation businessmen to watch in 2020, ASEAN Youth Fellow 2022, and listed on the Forbes 30 Under 30 Asia in 2017.
His company, OpenMinds, is a data driven marketing technology firm that assists brands in online positioning, digital analytics, training, consultancy and technology development. Since 2012, it has worked with brands across various industry sectors including retail, technology, pharmaceutical, banking, finance, education, property development, F&B and more across APAC and Europe. OpenMinds is also present at various marketing and entrepreneurship events for organizations, universities and corporations including Maxis, IJM, Vinda Group, Sime Darby, Microsoft and more. Their growth and expertise have received features from various media including Forbes, The Star, Malaysia SME, Focus Malaysia, The Edge, Asian Entrepreneur Magazine, Astro, CapitalTV, and is on BFM’s panel as a digital media consultant for various shows.
Kenny Chong
Founder and Principal Consultant of KMS Business Solutions Sdn Bhd
FChFP, RFP, ChIFP, AMTC, CIFP, ICSP, Master’s Degree (RMIT)
Kenny is extensively involved in consumer market on Insurance Planning (life and general), Investment Planning (unit trust and bonds), Will & Trust and Estate Distribution (probates). He has worked in personal and group development program, business sales and marketing planning, coaching and motivational training in the area of life insurance and financial planning. He is a well-rounded speaker and has been invited for various international training in China, Taiwan, Indonesia, Singapore, Hong Kong, Australia, Macau, Thailand, Cambodia and Vietnam; and speaking engagements such as the Asian Business Forum, the platform of all insurance industry key leaders and agency management and leadership sharing with various multinational companies. Kenny is also a lecturer for FChFP programme under the wing of the International Certification & Standards Board (ICSB) which governs the professional certifications and education pathways of APFinSA. His enthusiasm and active involvement in various training capacities strongly attest to his belief in the importance of continuous education, quality service and professionalism.
He served as President for National Association of Malaysia Life Insurance and Financial Advisor (NAMLIFA) and Vice President for Malaysian Financial Planning Council (MFPC) in 2004-2006. During his term of presidency, Kenny was the initiator for the Insurance Industry Excellent Award (IEA). He also served as President for Lions Club of PJ Sea Park in 2000-2002 and used to organise community services projects like blood donation campaign and health awareness forum and fund raising for the needy.
Kenny strongly believes that winning awards is an encouragement for him to do better. He was awarded the Tun Razak Leadership Awards (TRYLA) in 1998 and Tun Hussein Onn Renewal Awards (THORA) in year 1999 by MIM. In 2013, his company, KMS Business Solutions Snd Bhd (KMS Group), had received multiple awards like the “Fastest Growth Agency” in Malaysia region, the biggest task force (118 manpower) in the region, and the Most Admired Agency (AAA Platinum) with Distinction. In 2016, Kenny was awarded the first Asia Trusted Insurance Agents & Advisor Award in Singapore. Kenny received his MDRT Honor Roll (15 consecutive years of being an MDRT member) in 2017 and 20th MDRT and Qualifying Life member award in 2022.
Lee Sheng Wah
Founder, Exceptional Performance Consulting
Mr. Lee, fondly known as Sheng, is the founder of Exceptional Performance Consulting. He is the leader in personal coaching and professional development consulting through his expertise in accelerated human change technologies. Sheng has 19 years of experience in training and development in various capacities. Throughout the years, Sheng has earned a reputation as a respected leading trainer in Asia who has consistently brought results to his clients. Sheng is a certified Neuro Linguistic Programming (NLP) Trainer by the American Board of Neuro Linguistic Programming (ABNLP) and is the bestselling author of eight books. With his expertise in NLP, he has empowered many individuals to bring out their inner potential and used it to the fullest to become the very best that they want to be. He has helped many individuals to break through their limitations and thus improve the quality of their lives.
Melvin Yee
Executive Financial Consultant
IBFQ, DIP ECC
A husband, father, and financial practitioner - Melvin had been through one of the greatest challenges in life that most of us cannot ever imagine going through.
Losing his son, Nickson, to cancer was the turning point to Melvin's life - one that broke his heart yet strengthened his mind. Cancer may have taken the life of his son, but this journey gave Melvin the courage to continue his son's legacy and inspire the lives of many.
"You can do the impossible because you have been through the unimaginable."
Nick Hakes
Director of Market Development Asia
Kaplan Professional
Nick brings deep experience of the financial advice process to the businesses he works with. He provides insight, perspective and influence to industry, government and professional bodies to deliver specialist, financial advice education to practitioners internationally. He is the co-author of an industry white paper – a new advice competency framework, which contributed to the development of the new professional standards for financial advisers in Australia.
A champion for the value of quality financial advice; Nick has held executive roles and Board positions for wealth management institutions and professional adviser representative bodies. Nick has served as the Independent Chair of the Pro Bono Financial Adviser Network and as the Vice Chairman of the International Certification & Standards Board for the Asia Pacific Financial Services Association (APFinSA).
Nick is a Fellow Chartered Financial Practitioner, holds a B. Com (International Business), B.A in Chinese, and an Advanced Diploma of Financial Planning and has taken the plunge on his Master of Financial Planning.
He makes his own wine which is more labour intensive than buying it, and sometimes not as good.
Paul Zhuang
Vice President, Singapore Funds
J.P. Morgan Asset Management
Paul Zhuang joined J.P. Morgan Asset Management's Singapore Funds Sales team in January 2022 and is responsible for business development across banks, insurance companies, financial advisors, and digital platforms. Prior to that, Paul was part of the wholesale distribution team at Franklin Templeton Investments. His previous work experiences included fund selection and due diligence at DBS Bank, portfolio performance reporting at Credit Suisse Private Bank and relationship management at UOB Bank. Paul graduated with a Bachelor's in Business Administration with distinction from RMIT University and is a CFA charter holder. He has also completed programs in Executive Leadership from Saïd Business School, University of Oxford and Fintech from eCornell, Cornell University.
S Kolandasamy
Million Dollar Producers Club Qualifier, Million Dollar Agency Qualifier, Supremacy Awards Qualifier
MII.LUTCF.USA, FCLP, ChLP, FChFP, RFP
Known as SK Samy, he is a veteran with more than 40 years of experience as a financial practitioner and has an extensive list of awards under his name within the insurance industry. A graduate of Bachelor of Science in Biology, he has taken a different career path and proved to be a leader in the insurance industry by yielding an agency with an immensely high retention rate of 95 percent.
SK Samy has been elected as the International Certification & Standards Board (ICSB) Chairman of APFinSA from 2021 up to present. His passion and dedication in advancing the professional excellence of financial practitioners, both in Malaysia and the Asia Pacific, led him to deepen his contribution to the community by holding key industry appointments such as President of National Association of Malaysian Life Insurance and Family Takaful Advisors (NAMLIFA) in 2006 to 2008 and Honorary Secretary, Vice Chairman, Chairman, and Immediate Past Chairman of APFinSA Board from 2009 to 2021. SK Samy’s numerous accolades and track record of local and regional ranks put him as a role model for the current generation.
Solomon Yung
District Director in AIA
Solomon was educated in the United Kingdom and with the ambition of becoming a barrister since childhood, he studied law and attained a law degree (L.L.B Honours). After graduating in 2011, he returned to Hong Kong and worked at one of the famous Legal chambers as well as the High Court Hong Kong Judiciary.
Longing to match his long-term career development with his personality, he decided to quit the legal profession and make a career transition into the insurance industry in 2012. In four months after commencing as Wealth Management Manager, he achieved the Million Dollar Round Table (MDRT) qualification. He has been achieving the qualification since then, including Top of the Table (TOT) for seven times and Court of the Table (COT) twice. He was awarded the APFinSA Leadership Awards Diamond in 2022.
Believing it is more blessed to give than to receive, Solomon is very willing to share his experience and ideas with other industry players. He is often invited to international forums as a guest speaker to share his motivation, inspiration and financial, insurance and wealth management experience with hundreds to thousands of insurance practitioners. Solomon has not only contributed to the insurance industry but has also committed to various social services in Hong Kong.
Suchitra Siriamornsarp (Rimi)
Wealth Planner
Rimi is an experienced and award-winning Wealth Planner who has 25 years of experience in the Wealth Management Industry. She was worked with prestigious banks such as HSBC, Citibank, and Standard Chartered Bank in both the Retail and Private banking in Thailand and Hong Kong.
Rimi is passionate about helping individuals and families achieve financial freedom with effective financial planning tools and diversified investment portfolio. She is also a recipient of Global, Regional and National Financial Awards.
Teo Kok Chuan 张国全
FChFP IBF(A) AEPP CFP(China)
• 金融财务服务总监，于1979年加入保险行业。至今已43年，仍站在第一线，从事销售、组织管理和培训工作。 寿险界的奇葩。 名气响彻亚洲寿险界的名师
• 担任过IFPAS新加坡理财规划师协会副会长
• 曾担任大东方万程会会长及顾问多年
• APFinSA所认证之特许财务师划师证照FChFP课程大中华区台湾和上海特约讲师
• 公司的荣誉俱乐部个人销售及团队双料终身荣誉奖
• 至2023年已连续30多年荣获个人或团队销售海外高峰奖
• 荣获2022年及2023亚太保险国际奖巅峰领导奖
• 受邀主讲新加坡7th APLIC 第七届及澳门11th APLIC 第十一届之亚洲太平洋国际寿险理财规划师大会
• 很荣幸在2009年参与梅第大师MDRT中国巡回演讲，“MDRT在武汉、呼和浩特、及北京”大会巡迥讲师
• 广州第三届世界保险互联网大会主讲嘉宾
• 澳门首届银行、金融投资博览会专题演讲嘉宾
• 多年来参与义务工作曾受邀为新加坡民众俱乐部、宗乡团体、及基层领袖部门、主讲关于社会保险制度、年老医药保险及养老金的规化、人生财务规划、理财与退休等课题
• 著作有两本关于保险理财畅销书籍：日进斗金和销售投资型保单的致富秘诀
• 目前是APFinSA ~ ICSB（International Certification & Standards Board）成员，任期为2021/2023
Vasu Menon
Executive Director, Investment Strategy, OCBC Bank
Vasu Menon is the Executive Director, Investment Strategy at OCBC Bank's Wealth Management unit. Vasu has spent more than 34 years in the investment and wealth management industries.
At OCBC, Vasu is a key member of the bank's Wealth Panel, comprising several experts that help to formulate views on the outlook for markets and asset classes. He is also a regular speaker at seminars and is highly sought-after by the media for his valuable insights. Vasu is regularly featured on TV stations like Channel New Asia, CNBC and Bloomberg TV, sharing his views on the economic and investment outlook.
In 2017 Vasu was conferred the designation "Fellow for Wealth Management" by the Institute of Banking and Finance – a title conferred upon industry specialists and veterans who have demonstrated mastery of a profession and exemplify thought leadership and commitment to industry development.
Panel Discussion
楊美娟 (Cary Yang)
經歷：投顧經理
現任：富邦人壽區經理
學歷：成功大學EMBA經營管理碩士
榮譽：台灣富邦人壽
• 2000~2022年獲台灣年度最佳個人、主管獎
• 富邦之星終身會員
• 1997~2022年獲AAP資格暨上台領獎
• 1997~2022年獲國外高峰,極峰資格
國際獎項
2000~2022年國際龍獎IDA會員
國際龍獎IDA首屆終身會員
1997～2022年美國百萬圓桌MDRT(TOT)會員
美國百萬圓桌MDRT終身會員(以9年1個月完成)
2020-2022亞太保險獎,台灣唯一蟬聯巔峰保險菁英暨領導獎雙冠王
Prudential Assurance Company Singapore
Income Insurance Limited
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Asia Pacific Financial Services Association
420 North Bridge Road, #04-04 North Bridge Centre
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