The Sleeping Giant Awakes May 27, 2022

The Sleeping Giant Awakes

Our Culture

Putting customers first at the heart of all our decisions and approach, Phillip Wealth Advisory has built a strong and robust infrastructure that offers a wide range of financial products and services. Throughout the years, we have built a professional, unbiased, competitive and holistic culture within the organisation. Over the last two years, we have welcomed an exponential number of financial adviser representatives into the PhillipCapital family.

The Sleeping Giant Awakes


We embrace an era where consumers are spoiled for choice. It is our goal and prerogative to ensure that we render, professional, unbiased, competitive and holistic services. We strive to make a lasting impression and to impact the lives of our consumers in a positive manner.

The Game Plan

Phillip Wealth Advisory cannot do this alone. With our high technology-based investment and financial planning platforms, we invite like-minded financial adviser representatives, mid-career seekers and even fresh graduates to join us in this movement. We will want to bring forth strong platforms to end clients not only through technology, but also what’s lacking in the society now, a high touch connection through our financial advisory teams. Our support and constant innovations for tech-enabled solutions ensure they can focus fully on forging quality relationship with clients.

First-of-its-Kind Scheme

Phillip Wealth Advisory will be launching the First-of-its-Kind scheme to welcome talents in the industry. For those yearning for an extensive range of products and offerings catered for different client profiles, to make unbiased recommendations, we are pleased to offer the following:

  • Attractive and Competitive Transitional Allowance for Experienced Adviser Representatives
  • Inclusion of All Life Partners Products in the scheme
  • Bonus: Advisory and Discretionary Investment Products will be included as qualifying products
  • No threshold for release of commission
  • No requirement for any proportion of business to be from a particular suite of products.

In other words, we only want you to recommend what’s best in the market for your clients!

360° Support

At Phillip Wealth Advisory, we empower our financial adviser representatives with through a multi licenced infrastructure, allowing them to truly look at their customers’ portfolio from a 360° point of view and approach.

Running your own Branch

Aspiring business owners can also step up to run a Phillip Investor Centre of their own, taking their business to the next level. Phillip Wealth Advisory has revolutionised the way wealth management business can be run and owned. As a member of the Franchising and Licensing Association (Singapore), we are proud that Phillip Investor Centres can be franchised to aspiring entrepreneurs, equipping them with strong infrastructure for start-up and fuel their entrepreneurial passion.

Career Progression

For those who yearn to depart from traditional wealth management agency progression such as sales-focused path or team building management, Phillip Wealth Advisory offers another opportunity for career advancement. We have successfully groomed some as fund managers and portfolio managers.

Hey World! We Are Coming!

Grab that opportunity and make a positive change! Join an organisation where your needs are heard, your wants are fulfilled, and where you are equipped with the necessary tools to reach your full potential!

We would love to hear from you and have a chat to see if we are able to set path on this movement hand in hand. Let’s have coffee!

Join the Winning Team Now:


The Sleeping Giant Awakes

Joshua Teo
Business Development Manager, Partnership, Phillip Securities Pte Ltd
(a member of PhillipCapital)


These commentaries are intended for general circulation. It does not have regard to the specific investment objectives, financial situation and particular needs of any person who may receive this document. Accordingly, no warranty whatsoever is given and no liability whatsoever is accepted for any loss arising whether directly or indirectly as a result of any person acting based on this information. Opinions expressed in these commentaries are subject to change without notice. Investments are subject to investment risks including the possible loss of the principal amount invested. The value of the units and the income from them may fall as well as rise. Past performance figures as well as any projection or forecast used in these commentaries are not necessarily indicative of future or likely performance. Phillip Securities Pte Ltd (PSPL), its directors, connected persons or employees may from time to time have an interest in the financial instruments mentioned in these commentaries. Investors may wish to seek advice from a financial adviser before investing. In the event that investors choose not to seek advice from a financial adviser, they should consider whether the investment is suitable for them.

The information contained in these commentaries has been obtained from public sources which PSPL has no reason to believe are unreliable and any analysis, forecasts, projections, expectations and opinions (collectively the “Research”) contained in these commentaries are based on such information and are expressions of belief only. PSPL has not verified this information and no representation or warranty, express or implied, is made that such information or Research is accurate, complete or verified or should be relied upon as such. Any such information or Research contained in these commentaries are subject to change, and PSPL shall not have any responsibility to maintain the information or Research made available or to supply any corrections, updates or releases in connection therewith. In no event will PSPL be liable for any special, indirect, incidental or consequential damages which may be incurred from the use of the information or Research made available, even if it has been advised of the possibility of such damages. The companies and their employees mentioned in these commentaries cannot be held liable for any errors, inaccuracies and/or omissions howsoever caused. Any opinion or advice herein is made on a general basis and is subject to change without notice. The information provided in these commentaries may contain optimistic statements regarding future events or future financial performance of countries, markets or companies. You must make your own financial assessment of the relevance, accuracy and adequacy of the information provided in these commentaries.

Views and any strategies described in these commentaries may not be suitable for all investors. Opinions expressed herein may differ from the opinions expressed by other units of PSPL or its connected persons and associates. Any reference to or discussion of investment products or commodities in these commentaries is purely for illustrative purposes only and must not be construed as a recommendation, an offer or solicitation for the subscription, purchase or sale of the investment products or commodities mentioned.

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This material is provided by Phillip Capital Management (S) Ltd (“PCM”) for general information only and does not constitute a recommendation, an offer to sell, or a solicitation of any offer to invest in any of the exchange-traded fund (“ETF”) or the unit trust (“Products”) mentioned herein. It does not have any regard to your specific investment objectives, financial situation and any of your particular needs. You should read the Prospectus and the accompanying Product Highlights Sheet (“PHS”) for key features, key risks and other important information of the Products and obtain advice from a financial adviser (“FA“) pursuant to a separate engagement before making a commitment to invest in the Products. In the event that you choose not to obtain advice from a FA, you should assess whether the Products are suitable for you before proceeding to invest. A copy of the Prospectus and PHS are available from PCM, any of its Participating Dealers (“PDs“) for the ETF, or any of its authorised distributors for the unit trust managed by PCM.  

An ETF is not like a typical unit trust as the units of the ETF (the “Units“) are to be listed and traded like any share on the Singapore Exchange Securities Trading Limited (“SGX-ST”). Listing on the SGX-ST does not guarantee a liquid market for the Units which may be traded at prices above or below its NAV or may be suspended or delisted. Investors may buy or sell the Units on SGX-ST when it is listed. Investors cannot create or redeem Units directly with PCM and have no rights to request PCM to redeem or purchase their Units. Creation and redemption of Units are through PDs if investors are clients of the PDs, who have no obligation to agree to create or redeem Units on behalf of any investor and may impose terms and conditions in connection with such creation or redemption orders. Please refer to the Prospectus of the ETF for more details.  

Investments are subject to investment risks including the possible loss of the principal amount invested. The purchase of a unit in a fund is not the same as placing your money on deposit with a bank or deposit-taking company. There is no guarantee as to the amount of capital invested or return received. The value of the units and the income accruing to the units may fall or rise. Past performance is not necessarily indicative of the future or likely performance of the Products. There can be no assurance that investment objectives will be achieved.  

Where applicable, fund(s) may invest in financial derivatives and/or participate in securities lending and repurchase transactions for the purpose of hedging and/or efficient portfolio management, subject to the relevant regulatory requirements. PCM reserves the discretion to determine if currency exposure should be hedged actively, passively or not at all, in the best interest of the Products.  

The regular dividend distributions, out of either income and/or capital, are not guaranteed and subject to PCM’s discretion. Past payout yields and payments do not represent future payout yields and payments. Such dividend distributions will reduce the available capital for reinvestment and may result in an immediate decrease in the net asset value (“NAV”) of the Products. Please refer to <> for more information in relation to the dividend distributions.  

The information provided herein may be obtained or compiled from public and/or third party sources that PCM has no reason to believe are unreliable. Any opinion or view herein is an expression of belief of the individual author or the indicated source (as applicable) only. PCM makes no representation or warranty that such information is accurate, complete, verified or should be relied upon as such. The information does not constitute, and should not be used as a substitute for tax, legal or investment advice.  

The information herein are not for any person in any jurisdiction or country where such distribution or availability for use would contravene any applicable law or regulation or would subject PCM to any registration or licensing requirement in such jurisdiction or country. The Products is not offered to U.S. Persons. PhillipCapital Group of Companies, including PCM, their affiliates and/or their officers, directors and/or employees may own or have positions in the Products. Any member of the PhillipCapital Group of Companies may have acted upon or used the information, analyses and opinions herein before they have been published. 

This advertisement has not been reviewed by the Monetary Authority of Singapore.  


Phillip Capital Management (S) Ltd (Co. Reg. No. 199905233W)  
250 North Bridge Road #06-00, Raffles City Tower ,Singapore 179101 
Tel: (65) 6230 8133 Fax: (65) 65383066