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Koh Poo Kwee

Professional Title: Executive Director

RNF No: KPK300187132

Court of the Table (COT) - 2022, 2025
Million Dollar Round Table (MDRT) - 2019, 2020, 2021, 2022, 2023, 2024, 2025
International Dragon Award (IDA) - 2019, 2020, 2021, 2022
AIA Awards

AIA FA Centurion Club – 2019, 2021, 2022
AIA FA Pinnacle Club (Unit) – 2021
AIA FA Pinnacle Club (Gold Unit) – 2022
AIA FA Pinnacle Club – Platinum Organisation – 2023
AIA FA Pinnacle Club – Pinnacle Organisation – 2025
AIA FA Prestige Platinum Club – 2020
AIA High Net Worth Prestige Club
– Executive Prestige Wealth Manager – 2022, 2025
– Prestige Wealth Manager – 2021, 2023, 2024
Singapore Management Awards 2019 – Silver Direct Award
Top 10 Finalist for Financial Planner Award 2018 (Financial Advisory – Open Category)
WSQ Advanced Certificate in Learning and Performance (ACLP)
Institute of Banking and Finance Qualified (IBFQ), in Private banking (Relationship & Sales Management)

Other Certificates

Certified Financial Planner (CFP)
Chartered Financial Consultant (ChFC)
Chartered Life Underwriter (CLU)
Associate Estate Planning Practitioner (AEPP)
Associate Specialist in Estate Planning (ASEP)
Certificate in Retirement Adequacy Planning (REAP)
Institute of Banking and Finance Qualified (IBFQ)
Institute of Banking and Finance Advanced (IBFA) Level 2
Institute of Banking and Finance Advanced (IBFA) Level 3

PK has been in the financial industry for more than a decade and is an award-winning Executive Director who has groomed numerous MDRTs and COTs qualifiers. He believes in making a difference in the lives of his loved ones by providing holistic financial planning through this career.

He serves his clientele base (which includes doctors, lawyers, principals, CEOs, and many others) through a comprehensive suite of financial services such as retirement planning, and legacy planning to ensure that they are well prepared to navigate through unexpected and abrupt changes. His specialisation lies in retirement planning, where he has crafted and implemented numerous retirement solutions for his clients throughout the years, allowing them to retire comfortably. He is also experienced in assisting numerous companies to create tailored corporate solutions packages that address both their own and their employee’s needs.

Being a strong believer in continuous education, PK is also a certified trainer and has used his expertise to train more than 1000 financial consultants in the industry to improve the competence level of the industry and its consultants.

PK envisions the financial industry to evolve into an integrated, one-stop quality service for all clients’ financial needs. He believes that regardless of one’s financial standing, one can still plan financially to ensure that they deserve the life that they desire.