Our Key Appointment Holders

M. Salim - BBA, ChFC

Principal Partner and Chief Executive Officer

As CEO, Salim oversees the management team and drives strategic direction for Avallis Financial. A keen believer in knowledge-sharing, Salim also personally mentors a team of high-performing investment advisers. Salim was instrumental in developing Avallis Financial's extensive suite of database applications and financial and investment advisory management systems. Avallis IT hub now supports the full spectrum of advisory process, from data-gathering, risk profiling, asset allocation, implementation, to active periodic monitoring and portfolio rebalancing.

With over 29 years of experience in the financial industry and serving on the boards of several industry associations, Salim is a highly-sought after speaker at local and overseas public and private sector investment events. He is also actively engaged in industry dialogues, and served as convenor for Work Group 2 ISA 9000 in the development of international standards for financial planning competence and experience requirements in Singapore.

Salim graduated from the National University of Singapore with a degree in Business Administration, and is a Chartered Financial Consultant.


Low Ee Meng Isaac - BBA, CLU, ChFC, CFA

Principal Partner and Head, Investment Advisory

Isaac heads the Investment Advisory Services team, the hub of investment planning and execution for the firm. Leveraging Avallis Financial’s proprietary investment management software, Isaac and his team deliver insightful investment recommendations upheld by a combined depth of experience in financial markets.

Isaac graduated from the National University of Singapore with a degree in Business Administration, and is a Chartered Life Underwriter and Chartered Financial Consultant from The American College. He is also a Charter Holder of the Chartered Financial Analyst designation from the CFA Institute and a member of CFA Institute Singapore.

 

 

 


Mervyn Goh

Principal Partner and Head, Private Clients

Mervyn has over 28 years of experience in the financial services sector. Deeply respected for his in-depth industry knowledge and expertise, Mervyn specialises in private wealth solutions for local and international high net-worth individuals and corporations.

As Head of Private Clients, Mervyn is chiefly responsible for the development of Avallis Financial’s international offshore insurance business which serves the needs of our global cross-border clients. Mervyn also oversees and leads advisory services on matters related to business continuity planning for the high net worth clients of Avallis Financial. His core competence in this area has made Mervyn a highly-sought after lecturer and contributor to curriculum development in modules covering business continuity and advanced banking offered for Singapore’s educational institutions.

 

 


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