Suggestions
Acca Bernard Foong
Award Winning Trusted Financial Adviser - Specialise in Total Wealth Planning
Bernard Foong is a financial services professional based in Singapore with extensive experience and qualifications in the financial industry.3 He is currently an Associate Director at Avallis Financial, a position he has held since April 2023.3 Prior to this, he worked at IPP Financial Advisers from January 2021 to March 2023, where he held roles including Associate Director and Financial Services Manager.3
Foong holds several professional certifications, including:
- Certified Financial Planner (CFP)
- ACCA Affiliate
- IBF Qualified (IBFQ)
- Associate Specialist in Estate Planning (ASEP)
- Associate Estate Planning Practitioner (AEPP)3
He has received recognition for his work, including being named in the Top 10 Investment Advisors for Q3 2022 (iFAST x IPP) and ranking in the top 3% of the world's Financial Advisers in 2021 (Court of the Table).3
Foong has expertise in wealth management, estate planning, and cross-border solutions.1 He has also been involved in financial literacy workshops for organizations such as the Straits Times School Pocket Money Fund and the Association of Women for Action and Research (AWARE).3
It's worth noting that there appears to be another Bernard Foong who is a fashion designer and artist based in the United States2, but this is a different individual from the financial advisor in Singapore.