Mr. Charles Tiong is the Senior Financial Services Director of Infinitum Financial Advisory and brings four decades of experience in the establishment and growth of the financial advisory industry in Singapore.
Mr. Tiong pioneered the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) from the U.S to Singapore in 1984 and is a Fellow of the Life Management Institute with Distinction in the USA.
Mr. Tiong is a respected author and has written the book ‘Life Insurance: Environment and Profession’, in partnership as one of the examination subjects of the Diploma of the Singapore Insurance Institute.
Mr. Tiong manages a team of financial advisors who provide advice to HNW clients on the establishment of family offices, trusts, and investment portfolios and is a Certified Family Office Advisor through the Wealth Management Institute.
Qualifications
- Fellow of Life Manage Institute, Life Office Management Association, USA
- Chartered Financial Consultant (ChFC), The American College
- Chartered Life Underwriter (CLU), The American College
- Certified Family Office Advisor, Wealth Management Institute
Specialisations
Single Family Office, Financial Planning, Applied Practice Development
