Kit Red Shirt Resized

Kit Wong, Principal Financial Adviser

B.Economics (Honours) , Dip. Financial Services

Financial Adviser – Synchron Authorised Representative #398344

Kit Wong had an extensive blue chip corporate career in the IT sector. Kit has since retired twice from successful C level management roles with global iconic MNCs to pursue her personal passions in property development, charitable social enterprise projects in frontier nations as well as a proactive private investor.

My Investment Plan became the platform to share Kit’s financial strategies that has led to her financial freedom and independence to live a fulfilled and brilliant life.

Now that you know about us, perhaps you should meet our team

Snigdha Gupta, Financial Planning Assistant

MBA, Pursuing RG146

Snigdha provides risk and superannuation product analysis support to Kit for optimal investment and asset allocation for our clients. She acts as the main conduit between clients and financial product providers for end to end implementation of investment portfolios and risk management products.

Jit Kam, Investment Analyst

B. Accounting, Dip. Education, Dip. Finance

Jit provides investment analysis support to the Principal Adviser for investment decision recommendations on financial products available to clients. She interprets client financial information providing financial research summaries and keeps updated with industry knowledge while working closely with financial product providers.

Lena Tan, Finance Manager

B.Commerce (Accounting & Finance), BAS Agent, CPA

Lena oversees the accounting and financial matters of My Investment Plan. Her expertise includes auditing, corporate finance, taxation, and financial management. Coming from a diversified financial background, Lena not only analyses the figures, she also provides value added service to My Investment Plan clients in areas of growth strategies, pricing, cash flow and KPI’s.

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