6511 8805

78 Shenton Way, Singapore 079120

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Kay Bosotor

Senior Consultant 

       +65 8710 7328 

 

       +65 6511 8805

        kay@ippfa.com


       

 

78 Shenton Way #06-01 Singapore 079120

 

Having graduated from his Bachelors degree in Accountancy & Finance back in 2012, Kay has always taken a keen interest in the financial industry. Starting his career at Morningstar providing investment data and research to financial advisers, bankers and other finance professionals, gave him an initial taste of the industry and provided the platform upon which his career has been built.

Kay has been assisting expatriates & locals alike in Singapore since 2014. Clients rely on his wealth of knowledge and expertise built over a 10 year career within the financial industry, to advise on matters such as retirement, life insurance, legacy & estate planning as well as wealth management solutions.

An avid traveler, Kay has traveled to most of South East Asia immersing himself into the local cultures, appreciating the different ways of life across various destinations. You will also regularly find him breaking a sweat at the gym, harnessing his inner zen at Yoga, or playing basketball with the local neighbourhood youth. 

EXPERTISE
 
  • Multi-Currency Wealth Management

  • Stocks, bonds & Structured Products

  • Retirement Planning 

  • University and school fee planning 

  • Life Insurance

  • Legacy & Estate Planning

  • UK Tax Planning Solution

  • Australian Tax Planning Solutions

QUALIFICATIONS
 

MAS Appointed Representative No. BK-300322759

 

Capital Markets & Financial Advisory Services Singapore – Singapore College of Insurance:

M5 – Rules & Regulations for Financial Advisory Services

M8 – Collective Investment Schemes

M8a – Collective Investment Schemes II

M9 – Life Insurance & Investment-linked Policies

M9a – Life Insurance & Investment-linked Policies II

HI – Health Insurance

 

Capital Markets & Financial Advisory Services Singapore – The Institute of Banking & Finance Singapore:

M6 – Securities Products & Analysis

M6a – Securities & Futures Product Knowledge

Bachelor's Degree, Bachelor of Arts, Accountancy & Finance - University of Brighton 

EXPERIENCE
 

Senior Consultant, Expat Advisory Group (Singapore)

 

IPP Financial Advisers Pte Ltd

2020 - Present

Singapore

International Business Financial Consultant

Prudential Assurance Company Singapore 

2019 - 2020

Singapore 

Co-Founder & Managing Director 

 

Shake Farm Pte ltd 

2017 - 2018

Singapore

Financial Consultant 

 

IFS - International Financial Services

2014 - 2017

Singapore

Product Consultant/Sales Support   

 

Morning Star

2012 - 2014

London, United Kingdom

Credit Control Specialist

Lloyds Banking Group 

2010 - 2012

Brighton, United Kingdom

CLIENT TESTIMONIALS
 

"Kay has been my financial consultant since 2018. He always conducts himself in a professional manner and demonstrates a high level of integrity and knowledge when providing me with financial advice."

Billie J. Mesina - Associate Director, Huddleston Jones

Singapore

"Kay has provided me with invaluable advice on planning for the future. I found him to be a trustworthy and knowledgeable adviser who can convey the message across in a simple yet effective manner."

Ammar A. Ali - Manager, Alpha FMC

Singapore

"Kay provided great support to me when it came to my investments. His knowledge around private pension planning allowed me to make a well informed decision about my long term investment strategy. Thanks to the plans I have now I feel that my financial future outside of work in my retirement is well protected."

Paul Welsford - Co-Founder & Director, EVDots

Singapore

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