Our People

With 19 years in the financial services industry, Joanne has had the privilege of advising successful families, founders, and business owners on building, protecting, and transitioning wealth across generations. Her work is anchored in a guiding belief: wealth is entrusted, not merely accumulated — and long-term prosperity requires thoughtful stewardship, clarity, and disciplined strategy.

David Mok serves as the Outsourced Chief Investment Officer (OCIO) for Crownstreams Global Wealth Advisory Pte. Ltd., providing investment expertise in the evaluation, selection, and strategic oversight of the firm’s Bumblebee Model Portfolios.

With over 25 years of experience in the financial advisory industry, spanning licensed financial advisory firms and insurance companies, Lye Poh brings a wealth of expertise across multiple core functions, including business operations, finance, strategic planning, compliance, and business development. His goal is to leverage this extensive experience to help Crownstreams Global Wealth Advisory achieve operational excellence with a strong emphasis on compliance and a client-centric approach.

Joshua leads the distribution strategy, overseeing recruitment, training, and development of his team, while driving client acquisition and business growth. He also manages a substantial multi-million-dollar investment portfolio and provide personalised, high-impact financial advice to affluent and high net-worth families.

Joshua advises high-earning professionals aged 35 to 60, business owners, and HNW and UHNW individuals and families. His clients are typically managing several priorities at once — retirement, their children’s future, passive income, and estate planning. Many simply don’t have time to navigate the noise of conflicting advice.

Since entering the financial advisory industry in 2015, Gem has helped individuals and families make sense of their finances and plan with greater clarity and purpose. Her guiding belief is simple: clarity first, consistency always, and coaching along the way.

Aly believes that everyone deserves access to quality financial advice and the ability to make informed decisions about their finances. She is dedicated to help families build a future they can look forward to, without putting their life on hold today. Since 2015, Aly has worked with busy professionals and families who juggle demanding careers with long-term financial goals. She works closely with mass affluent professionals and business owners earning between SGD $120,000 and $500,000 a year. Most of her clients want the same thing: to grow their wealth steadily, take care of their families, and still enjoy life along the way.