Carlos Lee

Mr Carlos Lee presently holds the position of Financial Services Director at Infinitum Financial Advisory, overseeing the provision of financial guidance to individuals, corporate clients and high-net-worth individuals. Prior to this role, he spent 17 years as a consultant at NTUC Income, extending financial advice to both individuals and corporate clients.

Across his career, Carlos has conducted numerous training sessions and seminars covering various aspects of financial planning and continues to teach with a specialty in retirement planning and estate planning. His teaching engagements also extend to Income Insurance Limited (formerly NTUC Income), Infinitum Financial Advisory Pte Ltd and within the Agency.