SYNERGY’s Investment Advisory Committee (“IAC”) consists of full-time investment and financial planning practitioners who dedicate their time and effort in developing the company’s investment philosophy. The committee meets regularly to provide their views pertaining to market conditions and various investment products.
The committee conducts research based on numerous academic materials to formulate investment framework and methodology, which assists SYNERGY to achieve strategic objectives in terms of the investment business segment.
Notably, the committee’s initiatives, such as our proprietary Synergy Total Asset Recommendation (“STAR”) system and Synergy Model Portfolios (“SMP”), has elevated the level of professionalism of our advisers in terms of investment and financial planning.
CWMP™, AFPCM, MFA
Alvin graduated from the NUS where he received his BBA (Hons) Degree in Business Administration Specializing in Finance and Marketing.
He specialises and has given talks on comprehensive financial planning, wealth preservation, legacy planning for high net worth individuals. His interest lies in market research and portfolio construction.
Alvin is a keen learner and a believer in upgrading through professional courses. He currently holds AFP® and CWMP®.
CFP®, IBFA, MFA
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.
Senior Relationship Manager
Adeline is a motivated individual who specializes in advising her clients on how they can reduce premiums on their insurance portfolio to free up their cash.
She also believes that investments should be made simple to understand. Because of this, she is part of the investment advisory’s marketing team which focuses on helping fellow advisors turn complex investment theories into simple ideas.
Adeline graduates with a bachelor’s degree in Arts and Social Sciences (Economics) in NUS.
ChFC®, MFA, AEPP®
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.
CWMP™, MFA, AEPP®
Harris is a Deputy Director in Synergy. He believes in Empowering Others to have better lives by Wisely Conserve, Protect and Accumulate Wealth for more than a decade through financial advisory.
He gives his best to help clients in making sound financial decisions that will impact their future positively.
He has Certified Wealth Management Professional (CWMP) and Associate Estate Planning Practitioner (AEPP) certification.