Danny Lee

CFP®, IBFA, MFADirector

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.


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."

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!"

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."

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 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!"

Mr Gary Koh
Operation Analyst
COSS

"I have hear pitches from many FA but why Danny stands out is his acumen to not only the markets but to me. He knows exactly whats i want to do and able to find a solution for it. His professional accomplishment also speaks volume. I will not go to anther FA. Ever!"

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. ^^"

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."

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!"