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 Pte 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 OPERATING 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.
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 RISK AND COMPLIANCE
Evon has over seven years of financial services industry experience working within the regulatory compliance landscape. Prior to joining SYNERGY, Evon worked in DBS Bank, HSBC Bank and Jardine Lloyd Thompson.
Supported by her experience, Evon manages the compliance and risk functions in SYNERGY. She is responsible for the implementation, integrity and independency of the Balanced Scorecard Framework on top of other major compliance audits and monitoring program she has put in place. She also oversees the data protection strategy and implement policies to ensure compliance with the obligations under the PDPA.
Evon received a Bachelor degree in Banking and Finance from Murdoch University, Certificate in Governance, Risk and Compliance from the International Compliance Association, Advanced Certificate in Data Protection Operational Excellence. She believes that continuous learning and professional development for everyone is the key to embedding a strong compliance culture in SYNERGY.
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!
DIRECT 2 BRANCH
CFP®, CWMP™, IBFA
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. His expertise has been sought after at platform speaking events in Singapore and the region.
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, 2019, 2020 and 2021.
Passionate about imparting his values and skillsets to the next generation, Danny leads and empowers a team of competent and dedicated advisers. Together, the team advise the financial needs and bridge the gaps of many satisfied clients in Singapore and beyond.
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.
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 slink away from challenges, David takes on dual roles in his business – providing his clients with the advice they require to build a stronger financial future, while being a dedicated mentor to his consultants. Since joining the industry in Year 2000, David has groomed a highly-qualified group of consultants while achieving excellence himself year after year. David’s excellence in impacting his clients’ lives are endorsed with his multiple Elite awards and as a Million Dollar Round Table (MDRT) winner for 7 years. As a dedicated leader, David strives to help his people continue to grow and excel in their career. The rewarding moments in his career is watching the people in his team grow from strength to strength.
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.