MEET OUR TEAM

At Providend, we believe that successful investing is about having sufficient returns to meet life goals.

Successful investing is not about winning competitions where the odds are against us.

Our Key
Appointment
Holders

  • Christopher Tan, CFP®, ACTS, CEPA
    Christopher Tan, CFP®, ACTS, CEPA Chief Executive Officer
  • Evelyn Goh, CFP®, ACTS, CEPA
    Evelyn Goh, CFP®, ACTS, CEPA Deputy CEO & Chief Advisory Officer
  • Moon Shary, CA
    Moon Shary, CA Chief Operating Officer & Executive Director
  • Peng Chen, PhD, CFA
    Peng Chen, PhD, CFA Senior Advisor & Director
  • Vincent Tey, CFP®
    Vincent Tey, CFP® Executive Director & Head of Advisory Team
  • Eddy Cheong, CFP®, CTS, CEPA
    Eddy Cheong, CFP®, CTS, CEPA Head of Solutions Team
  • Cheng Chye Hsern
    Cheng Chye Hsern Head of Investment Team

We believe in giving time-tested, prudent and holistic financial solutions, even if it means being different.

Our
Advisory
Team

  • Loh Mei Kuen, CFP®, ACTS
    Loh Mei Kuen, CFP®, ACTS Director of Advisory Team
  • Eleanor Ng, CFP®
    Eleanor Ng, CFP® Associate Director of Advisory Team
  • Lee Chee Kian, CFP®
    Lee Chee Kian, CFP® Senior Client Adviser
  • Max Keeling, ACA
    Max Keeling, ACA Head of Expat Advisory Division
  • Loh Yong Cheng, CFP®, CTS
    Loh Yong Cheng, CFP®, CTS Lead of Advisory Team
  • Tan Chin Yu, AWP, CTS
    Tan Chin Yu, AWP, CTS Client Adviser

Our Key Appointment Holders

Christopher Tan

CFP®, ACTS

Chief Executive Officer

Christopher always knew he wanted to be a wealth adviser, even when wealth advisers did not exist as an available career option in 1998. Hence, he started his financial career with an insurance company in Singapore, thinking that it would provide him with the relevant skills as a wealth adviser. Christopher picked up the ropes relatively quickly and was the second rookie agent of the year. By his third year, he was among the top 25 producers of that insurance company.

Professionally, Christopher is a Certified Financial Planner and a member of the Financial Planning Association of Singapore. He sat on the Management Committee of Securities Investors Association (Singapore) (SIAS) from 2009 to 2017 and in 2014 was appointed by the Singapore Government to be part of the CPF Advisory Panel. In June 2020, Christopher has also obtained the Advanced Certificate in Trust Services (ACTS) from Wealth Management Institute, Nanyang Technological University.

Evelyn Goh

CFP®, ACTS

Deputy CEO &
Chief Advisory Officer

Evelyn entered the financial industry as a fresh graduate in 1995, and has experienced the full commissions as well as the fee-based model of providing advice. With a strong personal value of seeking to do what is right, she joined Providend in 2001 as one of the founding members to provide unbiased advice despite the obvious challenge of pure fees, no commissions model being uncharted waters in Singapore. The past 19 years has been a very fulfilling career for Evelyn where she has progressed from advising middle-aged professionals to clients in their retiring phase and now working with the second generation to ensure the smooth transfer of wealth, and more importantly, the legacy retained. She finds great satisfaction and fulfilment in helping clients sort out their financial affairs and gaining clarity over their goals, thus empowering them to live out their purpose and what truly give meaning and joy in life.

Being the Deputy CEO, Evelyn is part of the Senior Management team responsible for the strategic growth and development of the company. As Chief Advisory Officer, Evelyn works with her team to ensure high advisory standards as well as develop thought leadership and tools that will bring even greater value to our family of clients. Evelyn counts it her blessing to be part of a very passionate and competent team at Providend and having benefited from great mentors, now seek to pay it forward to groom the younger leaders in the firm.

Moon Shary

CA, AFP®

Chief Operating Officer

Moon is the Chief Operating Officer of Providend. She spent 6 years heading a section of the Financial & Management Accounting with Temasek Polytechnic, before joining the Providend family in 2008 as the Finance Manager. She attained her Bachelor of Business Administration majoring in Finance from the University of Toledo in the United States and furthered her studies with the Nanyang Technological University for her Master of Business Administration in Accountancy. She is also currently a Chartered Accountant (Singapore) of the Institute of Singapore Chartered Accountants.

Moon is relentless in her pursuit in achieving excellence and leads her team to accomplish work efficiencies for Providend. She successfully spearheaded the development and implementation of the Enterprise Resource Planning system which improved productivity within the firm and streamlined processes for Providend’s clients.

Christopher Tan

CFP®, ACTS

Chief Executive Officer

Christopher always knew he wanted to be a wealth adviser, even when wealth advisers did not exist as an available career option in 1998. Hence, he started his financial career with an insurance company in Singapore, thinking that it would provide him with the relevant skills as a wealth adviser. Christopher picked up the ropes relatively quickly and was the second rookie agent of the year. By his third year, he was among the top 25 producers of that insurance company.

Professionally, Christopher is a Certified Financial Planner and a member of the Financial Planning Association of Singapore. He sat on the Management Committee of Securities Investors Association (Singapore) (SIAS) from 2009 to 2017 and in 2014 was appointed by the Singapore Government to be part of the CPF Advisory Panel. In June 2020, Christopher has also obtained the Advanced Certificate in Trust Services (ACTS) from Wealth Management Institute, Nanyang Technological University.

Christopher Tan

CFP®, ACTS

Chief Executive Officer

Christopher always knew he wanted to be a wealth adviser, even when wealth advisers did not exist as an available career option in 1998. Hence, he started his financial career with an insurance company in Singapore, thinking that it would provide him with the relevant skills as a wealth adviser. Christopher picked up the ropes relatively quickly and was the second rookie agent of the year. By his third year, he was among the top 25 producers of that insurance company.

Professionally, Christopher is a Certified Financial Planner and a member of the Financial Planning Association of Singapore. He sat on the Management Committee of Securities Investors Association (Singapore) (SIAS) from 2009 to 2017 and in 2014 was appointed by the Singapore Government to be part of the CPF Advisory Panel. In June 2020, Christopher has also obtained the Advanced Certificate in Trust Services (ACTS) from Wealth Management Institute, Nanyang Technological University.

We Are Here to Help.

We offer free-of-charge first consultation meeting.

If you would like an honest second opinion on your current investment portfolio, financial and/or retirement plan, make an appointment with us today.

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