Speaker

Joanne Lai

Appeared at SEC 2023

Joanne Lai

Joanne is an independent financial adviser with IPP Financial Advisers. With more than 14 years of experience under her belt, Joanne specialises in comprehensive financial planning and consistently ranks as one of the top 10 FAs in IPP. She is also one of the Top 1{5fb6c902ac5a540eb7873d9f796eddbeec498a2fba5a27b70e131aeb242045fa} of FAs worldwide.

Joanne is passionate about investments, estate planning and will-writing, and has achieved the prestigious Certified Financial Planner (CFP) certification. Joanne has partnered with MNCs, SMEs, hospitals and other organisations to educate professionals, executives and high net worth individuals on the efficient use of benefits in financial planning.

Joanne was invited to appear in “Common Cents” on MediaCorp’s Channel 5, where she shared her views on how to retire well and build one’s very own private ATM.

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