Danny is a highly-respected member of Synergy Financial Advisers, where he has been a valued contributor since 2011. He holds a 2nd Upper Class Honors Business Degree majoring in Financial Analysis from NTU. As a founding member of the Investment Advisory Committee, Danny has played a crucial role in developing the Asset Allocation and Investment Methodology for the company. His exceptional skills and expertise have been vital to the growth and success of the organization.
In recognition of his outstanding achievements, Danny has received numerous top awards as a practicing CFP®. He is a six-time MDRT Qualifier from 2018 to 2023, including the Court of the Table in 2023. Danny's sales achievements in investment products such as unit trusts and other securities are a testament to his knowledge and dedication to the industry.
Beyond his professional accomplishments, Danny is a passionate leader and mentor. As the director of Voda Branch, he leads and empowers a team of competent advisers, helping them to develop their skills and reach their potential. Danny is also a sought-after internal and external trainer and speaker, and he regularly shares his expertise and insights at platform events in Singapore and the region.
Danny's client-centric approach to financial advising is evident in his dedication to building strong and lasting relationships with his clients. His focus on understanding their needs and priorities has earned him the trust and loyalty of many satisfied clients in Singapore and beyond.