Straight out of university and into LPA, Matthias has been here since 2008. He is a firm believer of client-centric, holistic and goal-driven financial planning, and desires to be every client’s “financial coach” – a personal trainer when it comes to their financial health & wellbeing. Outside of work you will find him at the gym, weekend brunch, reading, or spending time with family.
Matt is a Certified Financial Planner, Associate Estate Planning Practitioner and holds a Bachelor of Business Management (Hons) degree from Singapore Management University.
Prior to joining LPA in 2016, Alvin was a relationship manager at a bank where sales was a main focus. He dreamed of being able to provide more comprehensive and holistic financial planning solutions to clients, and discovered LPA’s vision aligned well with this. In his current role, he brings together the financial components of each client’s situation and implements the plans enabling the achievement of their long term goals.
Alvin is an Associate Financial Planner and holds a Bachelor of Science in Accounting & Finance from University of London.
Olivia joined the ranks of LPA’s advisers in 2020 after 2 years in the banking industry. She was drawn to the organisation for its values and growth opportunity. She takes pride in organising client portfolios so that they can better understand their finances. It is her dream to run her own business one day.
Olivia holds a Bachelor of Business & Commerce from Monash University, Australia.
“Financial planning is essential planning.” is a belief that drives Nicholas to do great work.
Drawn by LPA’s unique fee-based approach, Nicholas joined the company in 2022 with the intent to help his clients achieve financial freedom. His knowledge and curiosity of the structures and inner workings of various insurance products help him strengthen financial portfolios.
Other than insurance, he finds joy in visiting cafes, handcrafting and gaming.
Nicholas graduated from NYP with a diploma in Engineering Informatics and has 6 over years of experience in the insurance industry.
With a background in accounting, Hock Bee helms LPA’s financial and management accounting function. Since coming onboard in 2017, she has supported the adviser team complete the LPA experience by attending to the billing and reporting process for clients. Out of office, you will find her taking photos and listening to music for leisure.
Hock Bee holds an ACCA and a Bachelor of Arts from University of Foreign Languages, Yangon, Myanmar .
With her faithful service to LPA since 2007, we would call Rita an ‘essential’ element to the team! Serving decades as a frontline staff and agency secretary forged Rita’s experience as a personable and endearing person. She is client centric and believes that transparency through open communication strengthens trust with both within the team and with clients alike. In her own way, she makes everyone feel right at home.
Rita has a Singapore WSQ Advanced Certificate in Service Excellence.
Julia has been working with LPA since 2018, providing support in the administrative, client servicing, and event-related matters within the organisation. Being a part of LPA has not only given her an extensive learning journey in the finance and insurance industry but has also changed her perspective of the financial world in a positive way. Julia also holds an Intermediate Certificate in Counselling, has a wealth of experience in Voluntary Welfare Organisations, and desires to keep doing charitable work as a part of her life’s journey.
Julia holds Diploma in Human Resources Management from the PSB Academy.