Andy Seo

AEPP®, ChFC®, CWMPDeputy Director

Andy Seo graduated from NTU with a B.Sc.(Hons) Degree in Mathematics and Economics.

He is a five-year Million Dollar Round Table (MDRT) member with two Court of the Table (COT) qualification.

He has professional qualification Chartered Financial Consultant (ChFC/S), Certified Wealth Management Professional (CWMP) and Associate Estate Planning Practitioner (AEPP) certification.

He is both a member of the Investment Advisory Committee (IAC), which provides views and inputs to Synergy on investment matters and SynergyCare Committee, which takes part in Corporate Social Responsibility and the welfare of Synergizers, both of which are voluntary groups within Synergy.


Ms TX

Ms Tsai Xy

"Andy is a very knowledgeable and professional financial advisor. On our first meeting, as I had little knowledge on financial planning, he is very patient and provides detailed explanations to ensure I truly understand the different products and what I was lacking. He is also very responsive and provides relevant advices. I would definitely recommend his services to others."

Mr YCS

Mr Yeo C S

"Andy is an excellent FA whom you can count on. He has great product knowledge, is resourceful, provides sound advice, gives prompt service, and most important of all, he is willing to go out of his way to help his clients. I have good experience in getting Andy's service, and I will recommend him to my friends."

Mr THT

Mr Tan Hoon Teck
Associate Manager
Michael Page

"I highly recommend Andy as he is a great financial advisor whom you can count on. Always quick to respond and takes time to understand my needs. I am glad that I have found him as my financial advisor."

Miss C

Miss Chloe

"Andy sincerity and transparency moved me into buying and introducing my family to buy plans from him. He was very responsive and attentive towards our enquirers. He know which kind of plans is suitable for us, and guide us according to it and our budget. Thanks Andy for everything u have done for us! Cheers =)"

X

X.L
Operations Manager

"Andy is very knowledgeable about his job, and has been helpful explaining me everything I need to know about insurance. Always friendly and professional, Andy is also quick to respond to any question or concern. Great service."

D

Daphne
Assistant Director

"I've known Andy for many years. In our interactions, Andy has always been a sincere and hardworking person. He pays close attention to details, which is a big plus when helping to compare products for you as a client. He is also able to explain the products in a clear and easily understood manner. Thanks for all your help, Andy! Deeply appreciated."

Mr C

Mr CH

"I am someone who is totally not familiar with insurance products. Andy was kind enough to slowly breakdown the details of various products that suits my requirements at the point in time. He will gladly repeat the confusing parts of it, so that i will fully understand... He has great patience and the service he provides is excellent."

Mr YZL

Mr Yeo Zheng Lin
Engineer

"Andy is hard-working, and he put his client's needs before him. He will go all out to help his client, and to give the best for his client."

Ms M

Ms Michelle
Account Manager

"Andy is a great financial adviser and insurance agent. He is not pushy, and recommends only what's beneficial for you according to your requirements. I'd strongly recommend his services should you require any advise regarding financial planning or to re-look your insurance policies."

Mr T

Mr Tan
Director

"Andy is not just a FA but more like a good friend who provides advise on financial and insurance related matters. He has always gone out of his way for my family and I, and recommended products best suited to our needs instead of just pushing products. On many occasions, he has also helped us source and compare similar products from different companies to find one that best suit our budget. His knowledge of all the product range is also commendable. Andy is definitely different from the many other FAs out in the market. Keep up the good work!"

Ms J

Ms JZ

"Andy is a sincere adviser who you able to count on. He is knowledgeable in his product and never pushy. He will try his best to understand your needs and ability and provide you the best support. Highly recommended!!"

Ms YYT

Ms Yeap Yoon Ting
Technologist
Suez Water Technologies and Solutions, Singapore

"I have known about Andy through one of my Friend. He is trustworthy and understood my financial needs and recommended me according to what I looked for it. He took time to understand my needs and provided me several options and advices in arranging my hospitalisation plan."

Synergy Financial Advisers Pte Ltd

229 Mountbatten Road
#03-30 Mountbatten Square
Singapore 398007
Main Line: +65 6654 1888
Fax: +65 6654 1887

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