Steven Ong

Singapore, Singapore

Angel Investor
Steven's Skills
Customer Service
Financial Planning
Insurance
Business Development
Marketing
Finance
Open to networking with people holding these skills
Event Management
IT
Marketing
Business Development
Background

Age Group

36-55

About Steven

Steven is currently MD for CoWerkz and CoInvestz, responsible for their business growth and expansion. He was the CMO for a regional corporate training company and is also an experienced corporate trainer in Sales, Marketing and Customer Service.

Graduated from NUS and held the international professional designation of Certified Financial Planner (CFP®), Steven had over 16 years of experience in personal financial planning. He had assisted over 300 families in wealth management and supported a number of SMEs in business risks management and employee benefits.

Steven was also the former CEO of Financial Planning Association of Singapore (FPAS). Prior to his appointment, he was elected as Honorary Secretary for 2 consecutive terms, which spanned 4 years. He had also held many roles, including Vice Chairman for FPAS Financial Advisory Industry Review Committee, Vice Chairman for Financial Planning Day and Chairman for FPAS Constitution.

As a passionate believer in Personal Financial Education, he was regularly invited to speak and train in seminars, forums and workshops since 2006, which include ITE Bishan, Republic Polytechnic, Singapore Polytechnic, NKF, SIAS, People's Association, NTUC, Lakeside Family Services, Singapore Prison Services, Ministry of Home Affairs etc. He had also spoken in a number of organisations' events, including Singtel's Lifelong Learning Day.

Besides co-founded a preschool financial literacy programme aimed to educate preschoolers on savings, sharing, spending and entrepreneurship, Steven had authored 2 Study Guides for Singapore CFP® Certification course.

He had appeared in Channel NewsAsia MoneyMind in 2014 to share his views and experiences on Personal Investment. In 2015, he was interviewed by The Sunday Times to talk about insurance needs for young children. In 2016, he was also featured in a number of local and regional publications to talk about the financial literacy level of Singaporeans and shared his view on FM938LIVE.

Quote

Life is too short to waste your time on people who don’t respect, appreciate, and value you. - Roy T. Bennett

Work Experience

MD

CoInvestz

July 2017 - Today

Responsible for: 1) Leading the development and marketing of a business matching platform to link Entrepreneurs to Investors 2) Leading the development and marketing of an Entrepreneurship Training program 3) Directing the community building efforts to allow Startups and SMEs to learn and network with Investors and other businesses 4) Expand the business growth into ASEAN and China 5) Work with other investors to source for potential startups and businesses to invest

MD

CoWerkz Pte Ltd

May 2017 - Today

Responsible for: 1) Leading the company in its regional business expansion and growth. 2) Partnering with regional coworking space operators to extend coworking spaces to entrepreneurs, startups and SMEs 3) Directing daily operations 4) Marketing coworking spaces to entrepreneurs, startups and SMEs 5) Maintenance of service standards within existing premises

Education

NUS

Mechanical Engineering

1996 - 2000

Certification

Certified Financial Planner

Financial Planning Association of Singapore