Our Training Consultants:

Christina Tin

Francis Warren Mckeown

CHRISTINA TIN
CFPCM, CFCTM, M.Bus (Finance)
Managing Director, CTES Consulting Pte Ltd

Christina has built an outstanding career in both the Financial Services Industry and HR Sector. With her tremendous exposure and experiences, she has been consistently engaged in consulting and training projects.

Being in the Financial Services industry for more than 20 years, Christina has been involved in a myriad of training and consulting work. She has written and delivered training courses to train private bankers globally in the development and delivery of financial strategy for high net-worth individuals. She specializes in the cultural shift from a sales-based client relationship to an advice-based client relationship (from transactional to influential). She has, to date, trained more than 1000 private bankers around the world.

Christina is also involved in numerous HR consulting projects. In one of her recent projects, she was engaged as full-time consultant for 15 months in running the entire operation of a Recruitment and Executive Search firm. During this period, she enhanced and implemented business systems and has helped the the company achieved remarkable results and tremendous increased in sales turnover.

Christina lectures regularly at Singapore Institute of Management (SIM). She lectures in the area of Financial Planning, Customer Service Helping Skills and Superannuation and Retirement Planning. The courses that she is involved in include Bachelor of Business in Accountancy, Bachelor of Business in Financial Planning and Bachelor of Business in Economics and Finance with the RMIT University.

Christina has also been invited to Radio 93.8 (Singapore) to discuss about Financial Planning for Women and she has written several articles for the media, including the highly-acclaimed “Importance of Understanding Your Financial Health”.

Christina is a Certified Financial Planner and a Certified Financial Coach. She also has a Master of Business degree in Finance.

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FRANCIS WARREN MCKEOWN

Warren has built a reputable profession in the Financial Services and Education sector. He was the Course Director in financial planning at the School of Economics and Finance, RMIT University. By constantly liaising with industry bodies, he develops short courses for industry practitioners. He has provided countless consultation and accounting on many financial planning matters in the Financial Services Industry. And, he has been consulting and training in various countries including Australia and Singapore, where he has also spearheaded several workshops.

For over a decade, Professor McKeown has managed undergraduate courses of both Australia and Singapore programs offered via Open Universities Australian. He was also responsible for subject development and course co-ordination for undergraduates and post-graduates. He conducts lectures in the area of Financial Planning for both the Undergraduate and Masters Courses, including subjects on Superannuation, Insurance, Estate Planning and Risk Management.

He assumes key roles and responsibilities in Financial Planning Association of Australia and Certified Public Accountant (Australia). To name a few, he is a member of the Disciplinary and Academics Progress Committee and a nominee as a panel member of the Financial Industry Complaints Service in FPA and is also a member of the Advisory Panel for CPA. Besides that, Warren is an oral assessor and writer of examination questions for the Certified Financial Planning Program.

Warren is a highly-acclaimed author and editor. His works comprises of the best seller “Personal Finance”, “The Australian Insurance Institute Journal Selected Readings – Risk Management and Insurance”, “Cases in Strategic Management” and “Asia Financial Planning Journal, 2000”. He has also conducted and written innumerable research activities and articles such as “Should individuals have a greater say in managing national pension schemes?” and “Do financial planners need a degree?”. His current research interest concerns market efficiency, asymmetric information and agency theory in the context of personal financial planning industry.

Being highly outstanding, Warren has also received several awards, including The Australian Award for Excellence in Educational Publishing 2001 Tertiary Single Title Category and he was also a member of the team that received the RMIT Teaching award in the category of Student Centred Teaching in 2002.

Warren is a Certified Financial Planner and a Chartered Accountant. He also holds a Master of Business (Research).

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ADJ. PROF. WES MCMASTER, CFP

Wes built his own financial planning business and ran it for 16 years. He has been the CEO of a number of large national financial planning businesses and he was Chairman of the Financial Planning Association of Australia for two years. During his period as a director of the FPA, he contributed to much of the thinking that has now emerged in the Financial Services Reform Act governing financial advice in Australia.

Prof. McMaster's present role is that he is a Director of his own consulting business, McMaster Securities Pty Ltd. He is providing business planning and strategic advice on distribution as well as the establishment and positioning of financial services businesses. He is also advising institutions and individual businesses on acquisitions and mergers. His principal clients are financial institutions, accounting groups and financial planning businesses.

He is also providing consulting and training services in South East Asia through his company, McMaster & Tin Pte Ltd based in Singapore. He and his partner have been recently engaged in writing and delivering training courses in financial planning to private bankers in financial institutions. He is also sought after as a speaker on directions in financial planning in the region.

Wes is consulted on business issues in financial advice businesses ranging from brand name institutions to financial planning practices. He has also developed a reputation among the leading law firms as an expert in rules governing financial advice.

Wes is also a Director of The Money Managers Ltd in Melbourne as well as Adjunct Professor of Financial Planning at RMIT University.

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ZITA WONG

Having more than 20 years of experience in accounting and finance, Zita is an accomplished individual who is focused in the development and implementation of complex systems. She was constantly assigned as project leader to oversee several tasks such as the implementation of GST system for corporations. She has been largely involved in helping companies set up subsidiary operations and is familiar with Malaysia and Thailand Market. She is very wellversed with ERP systems and J-SOX procedures.

Zita specialized in analyzing company's financial performance, handle company and group level's cash flow management, financial statements, corporate tax and deferred tax. She also acts as GST consultant and MES trader.

Zita is a great communicator and has an enthusiastic demeanor. She is well-driven and highly committed to her work.

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