Kim Heng have been in the financial services industry since 1999. He started as an insurance agent with AXA Life . He had won several awards in AXA Life such as the International Sales Conventions, Centurion Club (100 lives) and the prestigious Million Dollar Round Table in the year 2002 & 2003.
Kim Heng joined Avallis Financial, an Independent Financial Advisory firm, in 2005 to provide better financial services and more objective advice to his clients. He is currently a Director and in addition to providing financial advice to his clients, he recruits and mentors the new advisors to achieve their career goals. He is looking at individuals who wish to consider this industry as a career.
He attained his Certified Financial Planner(CFP®) certification in 2008 and Chartered Financial Planner(FchFP) in 2009. In 2016, he was the pioneer batch of awardees to be awarded the designation of IBF Advanced by The Institution of Banking and Finance Singapore. He attained his Associate Estate Planner Practitioner title in 2017 and this professional certification allows him to give more in-depth discussion on legacy planning matters with his clients.
Kim Heng was part of the CFP Examination Board in 2018. Together with other members, he helped FPAS to review the relevancy of the exam questions and ensure the CFP exams have a a smooth transition to digital format. He is also lecturing on the different CFP modules at the moment.
- Associate Financial Planner(AFP)
- Associate Financial Consultant(AFC)
- Associate Wealth Planner (AWP)
- Million Dollar Round Table (2002,2003)
- Certified Financial Planner (CFP)
- Chartered Financial Planner(FchFP)
- IBF Advanced (IBFA)
- Associate Estate Planner Practitioner(AEPP)