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Steven Ong

Steven is currently MD for CoWerkz and CoInvestz, responsible for their business growth and expansion. He was formerly a CMO for a regional corporate training company and is also an experienced corporate trainer in Sales, Marketing and Customer Service.

Graduated from NUS and held the international professional designation of Certified Financial Planner (CFP®), Steven had over 16 years of experience in personal financial planning. He had assisted over 300 families in wealth management and supported many SMEs in business risks management and employee benefits.

Steven was also the former CEO of Financial Planning Association of Singapore (FPAS). Prior to his appointment, he was elected as Honorary Secretary for 2 consecutive terms, which spanned 4 years. He had also held many roles, including Vice Chairman of FPAS Financial Advisory Industry Review Committee, Vice Chairman of Financial Planning Day and Chairman of FPAS Constitution.

As a passionate believer in Personal Financial Education, he was regularly invited to speak and train in seminars, forums and workshops since 2006, which include ITE Bishan, Republic Polytechnic, Singapore Polytechnic, NKF, SIAS, People's Association, NTUC, Lakeside Family Services, Singapore Prison Services, Ministry of Home Affairs etc. He had also spoken in a number of organisations' events, including Singtel's Lifelong Learning Day.

Besides co-founded a preschool financial literacy programme aimed to educate preschoolers on savings, sharing, spending and entrepreneurship, Steven had authored 2 Study Guides for Singapore CFP® Certification course. 

He had appeared in Channel NewsAsia MoneyMind in 2014 to share his views and experiences on Personal Investment. In 2015, he was interviewed by The Sunday Times to talk about insurance needs for young children. In 2016, he was also featured in a number of local and regional publications to talk about the financial literacy level of Singaporeans and shared his view on FM938LIVE.

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