Danny Lee

CFP®, CWMP, IBFASenior Deputy Director

Danny graduated with a 2nd Upper Class Honors Business Degree majored in Financial Analysis from NTU. He joined Synergy Financial Advisers in year 2011 and has been a valuable member of the Synergy Product Advisory Team as an Investment Specialist. In particular, he has been instrumental in the development of the Asset Allocation and Investment Methodology for the company.

Specifically, he will seek to promote and enhance the professionalism and investment advisory competencies.

As a practicing CFP®, he has achieved numerous top awards especially in the sales of investment products such as unit trust and other securities.

He has also achieved MDRT for the Year 2018 and 2019.

He is also a volunteer in FPAS as a member in Examination Board in charge of the Investment Planning Module. In his free time, he has lectured in a local polytechnic as a way to empower the next generation.


Ms Diane Tan Si Qi

"Danny is a great person with great character. He is very trustworthy and provides excellent service. He has made the process of dealing with insurance easy and painless. Danny is very knowledgeable in his profession and is a pleasure to work with as well. I will definitely recommend my friends to him. Thank you for your service and keep up the good work."

Mr Nawal Gupta
COO
Helios Capital Management Pte. Ltd.

"Danny comes across as a person who will not mince words to call a spade a spade. He clearly communicated which plan was better even if that meant loss of business. He is a thorough professional and is very knowledgeable in this field."

Ms Swizzle
Executive

"Danny has been an attentive adviser who listens to his customer's concerns. He has always done his due diligence to follow-up with his customer's financial matters and is always prompt in responding."

Mr Roger
Product Development Manager
Ascenz Solutions Pte Ltd

"Danny has provided me with sound advice on how to plan for retirement. This is a topic that a lot of Singaporeans lack knowledge in. Now, I have a more holistic view on retirement planning."

Ms Cassandra Goh

"Danny is more than a Financial Adviser, he's someone who speaks life into my situations, has the wisdom and great heart to attend to matters that is important to me, he advises practically It's great to see that he is people centered when advising his clients. I'm glad that he is the one who's handling my accounts. It's a blessing. Thank you so much for walking journeys with me!"

Mrs Agnes Tan
Director
FamilyWise

"My husband Steven & I appreciate how Danny was patient & thorough in going through our family insurance portfolio with us. We trust his sincere attitude, product knowledge & sound advice. As such, we were open to hear his recommendations on our other financial coverage needs. Thank you Danny!"

Miss Casandra Chen
Early Childhood Teacher
My First Skool (NTUC)

"Hi Mr Danny, thank you for serving my whole family and I for our health insurance policies and perhaps more to come in the future. You took time to explain the details carefully and explain the weightage/differences of two or more plans in mind so that we can judge which is better. Appreciate the effort a lot, thank you. ^^"

Mr Sean Tan
NUS Social Work Undergraduate
NUS

"Danny is a client centered insurance practitioner who has a wealth of experience under his belt! My wife and I have personally benefitted from his advice and guidance with regards to our finances! Thank you Danny!"

Ms Janice
Associate Director, Sponsorship
Marina Bay Sands Pte Ltd

"Recognising that the market remains buoyant and volatile, I am privileged to have had Danny manage my portfolio for the past 7 years. The confidence level has never wavered and I am assured that I can fully capitalise on his knowledge and expertise. Our conversational exchanges have always been centred on personal needs which clearly drives my investment considerations. I would like to take this opportunity convey a word of 'Thank You' for playing an integral part in building my child's future!"

Mr Ralph
Student
NIE

"It was a pleasure working with Danny and his Ops executive, Kimberly. They were both very accommodating to my schedule, and did not hesitate to clarify any doubts I had. They fully comprehended my financial situation and were not to pushy with my purchases, making our interaction a very comfortable experience. Kudos to this duo!"

Ms Sharon Tay
Manager, Hr Talent Acquisition
Marriott International

"I have known Danny for awhile now and has entrusted my personal insurances to him not too long ago. With his vast knowledge, customer-centric mindset and reliable, he was able to curate personalized plans that would meet my needs in the long term basis. It would be safe to say that I am in good hands to have Danny being my dedicated Financial Adviser."

Mr Kevin Tan
Director
FEELMEDIA

"#honesty #integrity #intelligence #effective Danny has always been honest, above reproach, and very professional in his role as an advisor. He is also very personable and at many times, gone the extra mile to assist us in our queries and needs. Danny demonstrates good knowledge and experience in his field! He’s definitely one of the first few people I would approach if I had finance-related questions!"

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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