Kelvin Loo Email
Financial Services Consultant @ Great Eastern Financial Advisers Private Limited
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Kelvin Loo Location
- Singapore
Kelvin Loo Work
- 2020 -now Financial Services Consultant @
- 2016 -2020 Manager, Research and Standards @
- 2017 -now Chartered Financial Analyst Designation @
- 2015 -2016 Operations Manager @ Mary Chen & Associates
- 2011 -2014 Product Manager @
Kelvin Loo Education
- Wealth Management Institute (WMI)
Certified Compliance Officer Program
2022-2025 - CFA Institute
Awarded the Certificate in ESG Investing
2023-2023 - Institute for Adult Learning Singapore
WSQ Advanced Certificate in Learning and Performance 2.0 (ACLP 2.0)
2023-2023 - Singapore College of Insurance
Awarded the Chartered Financial Consultant®/Singapore (ChFC®/S) Designation
2020-2021 - Precepts Academy Pte Ltd
Associate Estate Planning Practitioner (AEPP®)
2021-2021 - Lithan Academy Pte Ltd
NICF-Diploma in Infocomm Technology (Data)
2020-2021 - Corporate Finance Institute® (CFI)
Awarded the Financial Modeling & Valuation Analyst (FMVA) Designation
2020-2020 - CFA Institute
Awarded the Chartered Financial Analyst (CFA) Designation
2017-2017 - National University of Singapore
Bachelor of Business Administration (Merit)
1999-2002
Kelvin Loo Summary
- Kelvin Loo, based in Singapore, is currently a Financial Services Consultant at Great Eastern Financial Advisers Private Limited. Kelvin Loo brings experience from previous roles at Synergy Financial Advisers Pte LTD, Cfa Institute, Mary Chen & Associates and Maybank. Kelvin Loo holds a 2022 - 2025 Certified Compliance Officer Program @ Wealth Management Institute (WMI). Kelvin Loo has 2 emails on RocketReach.
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