Synergy Financial Advisers are led by an experienced team of practitioners and industry experts. With a singular vision in mind, the management team strives to work together to progressively develop their people and processes professionally, to help clients achieve financial freedom.
The successes of Synergy within a short span of six years is a testament to their commitment and capabilities.
CHIEF EXECUTIVE OFFICER
ChFC®, CLU®, CMFA, CIAM
Adrian is a veteran in the Financial Services Industry. He started in sales in 1993 and proceeded to Management in 1997. In 2005, Adrian was elected to be the President of GAMA Singapore and in 2006, as President of Financial Services Management of Singapore. He has led Synergy Financial Advisers Ltd since 2013 as the CEO.
Jeff is a CFP®. He graduated from the National University of Singapore (NUS) with an Honours Degree in Business Administration and a Master's Degree in Management.
He is currently a IBF Fellow in the Institute of Banking & Finance (IBF) and currently also lectures at the School of Business in the Singapore University of Social Sciences (SUSS).
In 2014 to 2017, he has served as Chairman of the Examination Board of FPAS. And from 2017 to 2019, he served in the Professional Standards Committee of the Financial Planning Standards Board in USA (FPSB).
CHIEF DIGITAL OFFICER
Kelvin graduated from NTU where he received his Degree in Electrical and Electronic Engineering. In 2020, he received his Master of Technology from NUS, specialised in the field of Artificial Intelligence, Machine Learning and Data Science. He also holds the ChFC designation.
Over the last few years, he has been instilling an operational excellence mindset to SYNERGY through harnessing business excellence & ISO framework. He is currently involved in the digital transformation journey of SYNERGY.
CHIEF OPERATING OFFICER
Evon has demonstrated strong passion and commitment to improving SYNERGY over the past years. Supported by a decade of experience in the financial services industry, she leads the Operations, Distribution Services, Risk and Compliance functions in SYNERGY. During her term as Head of Risk and Compliance, she led SYNERGY to achieve the IMDA Data Protection Trustmark certification in 2021.
Evon received a Bachelor Degree in Banking and Finance, a Certificate in Governance, Risk and Compliance from the International Compliance Association, Advanced Certificate in Data Protection Operational Excellence. She is currently pursuing a Master of Business Administration. She believes that continuous learning and professional development is important for personal growth and to improve the quality of work one can deliver.
CHIEF WEALTH MANAGEMENT OFFICER
Warwick comes to us with more than 30 years of experience working in Financial Services throughout the APAC region and the United States. Warwick is a seasoned management professional in financial services and a retired Actuary who served as a chief examiner for the Australian Institute of Actuaries. Before this appointment, Warwick served as CEO of Navigator and Linc Financial.
HEAD OF BUSINESS DEVELOPMENT
Arthur has over 20 years of experience in the insurance and banking industry, holding various roles in sales, distribution and business development arena in DBS, OUB and Prudential.
Prior to joining SYNERGY, he was the Agency Director under the Agency Channel Management of Manulife where he managed the business and agency growth and development.
Beside driving recruitment targets, he had also successfully managed the implementation of major projects from the growth in business, to the development of MDRT campaigns with rewards and incentives to increase the number of qualifiers.
As the Head of Business Development now, Arthur is responsible for leading and driving our growth strategy through quality recruitment and sustained productivity of Financial Adviser Representatives.
HEAD OF ADVISORY & TRAINING
CFP®, AFC®, IBFA
Jim has been in the financial services since 2007. He is a Certified Financial Planner (CFP®) by Financial Planning Association of Singapore (FPAS). CFP® is the highest standard in financial planning industry and is internationally recognized which display high level of competency, ethics, and professionalism. Jim is certified IBF Advance (IBFA) by Institute of Banking & Finance. Jim also graduated with Merit in Advanced Certificate in Regulatory and Financial Crime Compliance with International Compliance Association.
As Head of Advisory & Training, Jim's key responsibilities will be to develop a strategy to enhance and coordinate Training, Competency and Advisory matters in SYNERGY. He will work closely with various stakeholders to create seamless support for the advisory team.
Jim served as the EXCO member, chairperson for Membership and Public Education for FPAS from 2019 to 2021 to bring awareness of financial planning to the public with collaboration with the authority and regulator.
Jim has been an active volunteer in various organisations and events such as 28th SEA Games 2015, The Boys’ Brigade, NLB, MINDS, SADeaf, old folks’ homes, Singapore 2010 YOG, Meet-the People Session, etc, since 1995.
Joining Synergy at the young age of 23, Andrew Lee's flair and client-focused attitude gained him multiple achievements throughout his career as a Financial Adviser, including the coveted membership at the Million Dollar Round Table (MDRT). His other achievements before promoting to an Agency Leader includes: Top Rookie, Top Producer, Top Case Count and the consecutive Conference Qualifier.
Since ascending to his role as an Agency Leader, Andrew brought along his continued streak of achievements, landing the Top Unit for 3 years and Top Recruiter for 6 years. His passion in recruiting and grooming the new generation of leading advisers has resulted in him leading one of the biggest, and youngest teams in Synergy as a Director.
ChFC®, CWMP™, IBFA
Positive and caring, Yvonne focuses on personal solutions especially in family and life planning to help clients achieve financial independence and look forward to a comfortable retirement. With over 18 years of experience, Yvonne is a life & qualifying member of the Million Dollar Round Table (MDRT). She has also groomed a team of young representative to become top producers of the MDRT in a span of 2 years. As a high achiever, she shares her success with wise words – Control your own destiny by the actions you take today! Success is definitely on the way!
CFP®, CWMP™, IBFQ
Edmund is a CFP® and veteran with over 20 years of experience in the financial services industry and SYNERGY.
He has empowered many clients with financial knowledge for financial freedom, and has also guided many financial advisers and managers, helping them to achieve business and career success.
Throughout his career, he has achieved many accolades including Million Dollar Round Table (MDRT), Top Rookie Award, Top Unit Manager and Top Director. Now, he holds the exclusive title of Partner of SYNERGY, which is conferred upon distinguished individuals whom have contributed significantly to the development and growth of the firm.
Well regarded by clients for Estate and Succession Planning, Jeffrey brings along more than 25 years of experience in the industry. He has won numerous awards previously, including Top Rookie, Top Manager, Top in Recruitment and Productivity. He was also the President of IFPAS (Insurance Financial Practitioners Association of Singapore) in 2013. Shaping and moving the Insurance and Financial industry, Jeffrey continues to play a major role in instilling trust and confidence by the public.
CFP®, Cert.ASFB, MFA
Ley Lee has been leading and grooming financial adviser representatives for 20 years prior to joining Synergy. She values the uniqueness in people and believes in a culture where resources are shared for more efficient systems to benefit both clients and advisers. Being highly passionate about the wealth management business, Ley Lee serves the needs of diverse clients in the growing ASEAN region.
CFP®, CWMP™, IBFA, ASEP®
Never one to back away from challenges, Spire Group’s Director David Tang has always balanced character and grit while playing a dual role in his business - providing for his clients all whilst being a dedicated mentor to his team. His dream, building up a world-class organisation consisting of professional, competent financial advisers that can help people achieve their aspirations and enhance each other’s lives.
David Tang graduated in 2000 from the National University of Singapore (NUS) with a Bachelor's Degree in Arts & Social Sciences majoring in Sociology. In his 21 years in the wealth management scene, David has been in banks, such as Deutsche Private Bank & Standard Chartered. Insurance firms such as Great Eastern Life, as well as, Financial Advisory firms (FAs) such as Professional Investment Advisory Services (PIAS) and finexis. In 2017, David decided to move to Synergy Financial Advisers (SFA) and assumed the position of Director of the Spire Group.
As a child, David grew up in a modest HDB flat. Life was not always rosy and comfortable for him but his persistent attitude to constantly do better propelled him towards achieving greater heights.
An initiator and self-motivated leader, his extensive years of experience in financial advisory came with many sharp bends, pitfalls and seemingly impossible obstacles. Basing these situations on past experiences, David’s philosophy to get by is simple, “to be rational in identifying the issue, empathetic when creating a solution and reflective after implementing it”.
Being an extroverted social butterfly, David enjoys spending his weekends playing football with friends and catching up over food and drinks. A musical artist at heart, he describes karaoke nights to be one of his best avenues to vent out stress and clear his mind. David also appreciates spending quality time with his family.
2021 has been a breakthrough year for David he achieved the 2 x Qualifier & Life member for the Million Dollar Round Table award (MDRT). Congratulations!
CMFA, CIAM, IBFA, AEPP®, CWM
Highly accomplished in his 20 years of experience, Tiong Eng is a Chartered Wealth Manager, a Professional Estate Planner and also holds a Bachelor of Commerce. He was previously the Vice President in IFPAS (Insurance Financial Practitioners Association of Singapore) where he stepped down in early 2015. He specialises in comprehensive financial planning, wealth preservation, legacy planning for high net worth individuals. A 6 times Million Dollar Round Table (MDRT) winner, he often gives back to society by being a Moneysense speaker to schools and companies on financial planning. As a proven coach in personal and career development, Tiong Eng has also changed the lives of many.
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.