Oh Chun Wei

Director | Avallis Financial

About Me

I'm a Financial Advisory Director at Avallis, where I lead strategic branding, adviser development, and the growth of a values-driven advisory team.

I joined Avallis in 2003, straight out of National University of Singapore, and built my foundation the way every good adviser should — client by client.

Today, I continue to steward long-standing client relationships, some spanning over two decades growing together with clients. Alongside this, I invest equally in developing advisers and managers who believe in purposeful, client-centric financial planning — having mentored many advisers and managers since 2009, so that more clients can be reached and served well.

My advisory work spans the full spectrum: from mass-affluent clients building their first foundations, to high-net-worth and ultra-high-net-worth clients navigating complex estate planning and long-term stewardship. Over the years, I've also built significant experience serving overseas and cross-border clients, navigating multi-jurisdictional complexities with clarity and intention.

As an adviser, I remain personally committed to the clients I serve — bringing the same care and long-term thinking to their planning across multi generation as I did when I started in 2003. As a leader, I'm equally committed to empowering liked minded advisers to build meaningful, self-directed careers — through independence, autonomy, structured mentorship, and targeted coaching that equips every adviser for sustainable success.

My mission: to cultivate a high-performance culture grounded in integrity, ownership, and genuine care for clients.

📩 Open to connecting with advisers, clients, and partners who share a belief in purposeful, values-driven financial planning.

MAS Rep: OCW100031865

Professional Languages: English | Mandarin

Bachelor in Mechanical Engineering, NUS, 2003

Get In Touch

My Accolades

  • MDRT

    MDRT Qualifying Member

  • MDRT

    MDRT Life Member

  • Business Times

    Series of 5 Articles

    Maintaining an Investment Portfolio

  • Money Sense

    Financial Literacy Speaker

  • Association of Financial Advisers (Singapore)

    2019 Speaker
    Understanding Your Market

My Professional Services

  • Insurance Planning

    We match cover to your real obligations and review it as they change, so your family and your assets stay protected wherever you are based.

  • Investment Planning

    We build evidence-led portfolios around your goals and life purpose. Managed from Singapore with the reach to handle wealth across borders.

  • Legacy & Estate Planning

    We help families pass on wealth across generations, including complex situations and assets held in more than one country.

  • Private Client Services

    We offer discreet, selective advice for clients with international assets and decisions where privacy and precision matter.

  • Corporate Solutions

    We help companies manage enterprise risk and employee benefits, from Singapore operations to teams working across the region and beyond.

In Their Words

  • Diana

    Regional Manager, Airport, Passenger, Cargo & Security Asia-Pacific

    “I’ve known Chun Wei since his early days as a financial advisor and I’ve seen him flourish professionally over the years in an industry that requires resilience, persistence and lifelong learning. I chose to transfer my insurance and financial portfolios to him some years back because of his passion for his business. I was very happy with the attention and thoughtfulness he gave to understanding and reviewing my existing commitments and future requirements. I’m grateful to him for putting my retirement plans, comprising supplementary income and investments, in order and giving me peace of mind instead of worrying if I’ll be able to retire comfortably. I’m also fortunate he takes the time to continuously keep me updated, assess and make necessary adjustments to my portfolios based on changing market conditions and personal circumstances. I would recommend Chun Wei to anyone who’s looking for a professional financial advisor.”

  • Caroline

    Human Capital Management, Talent Management & Organizational Effectiveness 

    “Chun Wei has been my financial advisor since the day I moved to Singapore and still is yet having repatriated to Europe. His knowledge and expertise are one of the best I have encountered in financial advisory. Being a client of Chun Wei provides not only excellent financial advisory but also brings a genuine customer service beyond. As an expat in Singapore, I can strongly recommend Chun Wei as financial advisor. With competence and expertise, he guides his clients to make sound and profitable investments. Always a pleasure to work with Chun Wei.”

  • Venus

    Customer Success Manager

    “I met Chun Wei back in 2017 as my client when I was in CareerBuilder (JobsCentral Singapore). 
     
    Chun Wei was very friendly, and we kept in touch over the years. In 2018, I reached out to him, and we caught up over coffee and i decided to take up a hospitalization plan from him. Chun Wei takes a collaborative and comprehensive approach to financial planning, working together with me to build a plan that according to my needs.  
     
    If you are looking to organize your financial life, allowing you to make better decisions and protect what’s important to you and your family - please reach out to him!”

  • Alan

    Principal System Analyst at HDB 

    “Chun Wei has been my financial advisor for the past 15 years. He is more than just a portfolio manager of my funds and he has been providing useful and sound advisory to my financial planning. He constantly check-in with me on the changes in my life planning and review my fund portfolios and insurance accordingly. I'd recommend Chun Wei to anyone who is looking for a financial advisor. He will be the best decision you've made in a long time.”

  • Michelle

    Self Employed 

    “I have been extremely impressed with Chun Wei's professionalism and dedication. He has consistently provided recommendations that fit our needs, without any hard selling. He has also taken the time to educate me and my husband on financial planning to help secure our retirement and family education plans. We are very grateful for his commitment and excellent service. Chun Wei is truly an indispensable asset to his company, and I highly recommend him to anyone in need of insurance guidance.”

  • Er

    Product Manager in IT Solutions 

    “I've been a client of Chun Wei for several years, and it has always been a pleasurable experience to have him as my financial advisor. He is humble, honest, knowledgeable and trustworthy, able to recommend the right policies and investments for me and my wife during different stages of our lives. Thanks for your support all these while.

  • Serena

    Research and Technology Manager

    “Got to know Chun Wei through my sister’s recommendation. He’s knowledgeable about policies from different insurance companies. He reviewed and improved my current insurance portfolio so that I could get the most coverage out of my money. He is up to date on the latest changes in the criteria for policy claims and gives you timely information so that you can make informed choices. Also, he is not a pushy person, so you won’t be pressured into buying anything. Overall, he is a great financial advisor, and I would recommend him to anyone who is looking for a good advisor to manage your insurance and investment portfolio.”

  • Wei Jie

    IT System Engineer | Infrastructure & Systems Administration | Linux, VMware, Windows Server | Project Implementation & Operations 

    “Chun Wei had been a great financial advisor over the past years. Every meeting with him had made a great impact in my financial planning journey. He does not hard sell products and he is able to cater to your situation throughout the financial planning journey. 
     
    He’s someone I would like to recommend to my families and friends.”

     

Speak with me directly

Tell me what you are working towards, and I’ll take it from there.

Whether you have a question about your existing investments, want a second opinion on a policy, or are ready to start planning for your future, a short note is enough to start.