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.