Currently serving as the branch director at Synergy Financial Advisers for the past 10 years, Mr Danny Lee brings extensive financial advisory experience. From life insurance to investment and estate planning and founding retirement advice, his career thus far has allowed him to work for other prominent firms such as AXA Life Singapore.
Working closely with the Chief Investment Officer, Mr. Lee serves as the senior adviser to the Investment Advisory Committee.
His primary interest lies in the investment advisory practice, where he tailors solutions to meet the diverse financial needs of his clients and helps them achieve their financial aspirations.
Prior to Synergy Financial Advisers, Mr. Lee was a Financial Services manager at AXA Life Singapore, working in the Life insurance and agency management areas.
Qualifications
- CFP, COT
- Bachelor of Business, 2nd Class Upper Honours from Nanyang Technological University
- Advanced Certificate of Learning and Performance from Institute of Adult Learning
- Certified Financial Planner (CFP), FPAS
- IBF Advanced (IBFA) Level 3, IBF
Professional Affiliations
FPAS, IBF, MDRT
Specialisation
Investment Advisory
