Sing Koay

Lawrence Group

Gold
16 Yrs Experience
Mount Pleasant, WA 6153
Sing is an experienced Financial Adviser with ipac Western Australia and has specific responsibility for providing ongoing advice through our Private Client Service. His area of expertise is helping families to achieve their lifestyle goals. He is deeply familiar with the issues they face to grow, protect and enjoy their money. Sing is a Certified Financial Planner Professional who holds a Bachelor of Commerce degree and a Graduate Diploma of Financial Planning. He has over 13 years’ experience in financial services. Sing is renowned amongst his clients for his listening ability and attention to detail. When not assisting clients, Sing and his wife Lara, are kept busy by their two beautiful daughters, Mia and Mikayla. As a member of the Financial Planning Association, Sing along with the other ipac WA adviser’s adhere to their Professional Code of Conduct, a standard significantly higher than required by law.

Expertise

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 1
  • First year providing advice 2006
  • Years of experience 16
  • Highest qualifications
    • Certified Financial Planner (CFP)
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

Lawrence Group

Ground Floor, 15 Ogilvie Road
Mount Pleasant, WA 6153

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Lawrence Advice Pty Ltd

AFSL 492049

4.85
1 Review
5
4
3
2
1
4.70
Clear communication
4.70
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
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5.00

"I am extremely delighted in having Sing as my adviser and trust his decisions implicitly. He is always available for help and advice and I would most certainly recommend him."

  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing review 1 of 1

Qualifications & Training

Bachelor of Commerce (Finance and Marketing)

Level
7 - Bachelor Degree
Institution
Curtin University
Completed
2000

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2011

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Services Institute of Australasia (FINSIA) (prev SIA)
Completed
2003

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Associate
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