Aidan Neo 梁志远

Financial Services Consultant at Manulife Financial Advisers Pte Ltd
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Contact Information
us****@****om
(386) 825-5501
Location
Singapore, SG

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5.0

/5.0
/ Based on 21 ratings
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Justin Jian Zhen Lee

Aidan is a patient and devoted agent who recommended the most suitable policy after submitting multiple applications for preliminary underwritings to different companies. He does not hard sell, and takes the time to explain aspects of each policy, and then clarifies any doubts you might have regarding each policy before allowing you to make a decision. He highlights the pitfalls for each policy while going through each policy as well. Will recommend him to friends and colleagues in the future.

Lim Shang Pei

Aidan is a patient and detailed advisor who provides valuable feedback on financial and insurance status/positioning. No doubt he will provide regular follow up and updates on any changes to the policies. It is also a pleasure to read some of his regular updates on the current investment scene and macro economy. Would recommend Aidan to anyone who would like to understand more about the available policies.

Alex Yong

Aidan provides excellent financial and investment advisory and keeps his clients constantly updated with regular market updates. He is patient and takes the time to understand the client’s needs (individual or corporate) before providing advice and recommendations, without any hard-sell at all. He is also very responsive to questions and spends time to explain the answers or clarifications given.

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Credentials

  • BCP - Basic Insurance Concepts and Principles
    Singapore College Of Insurance
  • CLUS01 - Individual Life Insurance
    Singapore College Of Insurance
  • CLUS03 - Life Insurance Law
    Singapore College Of Insurance
  • CLUS04 - Life Insurance Company Operations
    Singapore College Of Insurance
  • CLUS08 - Group Benefits and Health Insurance
    Singapore College Of Insurance
  • ChFC1 - Financial Planning: Process And Environment
    Singapore College Of Insurance
  • ChFC2 - Risk Management, Insurance & Retirement Planning
    Singapore College Of Insurance
  • ChFC3 - Tax, Estate Planning & Legal Aspects of Financial Planning
    Singapore College Of Insurance
  • ChFC4 - Investments
    Singapore College Of Insurance
  • ChFC5 - Personal Financial Plan Construction
    Singapore College Of Insurance
  • ChFC6 - Planning for Business Owners and Professionals
    Singapore College Of Insurance
  • ChFC7 - Wealth Management and Financial Planning
    Singapore College Of Insurance
  • ChFC8 - Financial Planning Applications
    Singapore College Of Insurance
  • ChFC9 - Ethics for the Financial Services Professional
    Singapore College Of Insurance
  • Chartered Financial Consultant (ChFC®/S)
    Singapore College Of Insurance
  • Chartered Life Underwriter (CLU®/S)
    Singapore College Of Insurance
  • DPFP05E - Skills And Ethics For Financial Advisers
    Singapore College Of Insurance
  • Diploma in Personal Financial Planning (DPFP)
    Singapore College Of Insurance
  • HI - Health Insurance
    Singapore College Of Insurance
  • M5 - Rules And Regulations For Financial Advisory Services
    Singapore College Of Insurance
  • M6 - Securities Products & Analysis
    IBFSG - The Institute of Banking & Finance Singapore
  • M6A - Securities & Futures Product Knowledge
    IBFSG - The Institute of Banking & Finance Singapore
  • M8 - Collective Investment Schemes
    Singapore College Of Insurance
  • M8A - Collective Investment Schemes II
    Singapore College Of Insurance
  • M9 - Life Insurance And Investment-Linked Policies
    Singapore College Of Insurance
  • M9A - Life Insurance And Investment-Linked Policies II
    Singapore College Of Insurance

Experience

    • Singapore
    • Financial Services
    • 700 & Above Employee
    • Financial Services Consultant
      • Jul 2018 - Present

      - Chartered Financial Consultant (ChFC®/S) - Chartered Life Underwriter (CLU®/S) - Diploma in Personal Financial Planning (DPFP) - Chartered Financial Consultant (ChFC®/S) - Chartered Life Underwriter (CLU®/S) - Diploma in Personal Financial Planning (DPFP)

    • Mathematics Tutor
      • Jul 2018 - Present

    • Netherlands
    • Chemical Manufacturing
    • 700 & Above Employee
    • Engineer Intern
      • Jan 2017 - Jul 2017

      • Delivered presentations to global colleagues and business groups • Contributed to real life application development projects for business segments • Delivered presentations to global colleagues and business groups • Contributed to real life application development projects for business segments

    • United Arab Emirates
    • Restaurants
    • 1 - 100 Employee
    • Assistant Chef
      • May 2016 - Aug 2016

      • Developed a strong belief in teamwork to complete tasks efficiently • Developed a strong mentality in a fast-paced work environment and balanced multiple tasks simultaneously • Developed a strong belief in teamwork to complete tasks efficiently • Developed a strong mentality in a fast-paced work environment and balanced multiple tasks simultaneously

    • Retail
    • 700 & Above Employee
    • Sales Associate
      • Dec 2015 - Feb 2016

      • Developed ability to multi-task in stressful environment during peak hours • Developed an engaging personality through communication and promotion of products • Developed ability to multi-task in stressful environment during peak hours • Developed an engaging personality through communication and promotion of products

    • Singapore
    • Armed Forces
    • 700 & Above Employee
    • Lieutenant
      • Sep 2014 - Jun 2015

      • Planned and conducted high-key training exercises for the company • Led a team of sergeants to train recruits, ensuring 100% graduation • Taken on additional responsibilities for combined exercises and ad-hoc events • Planned and conducted high-key training exercises for the company • Led a team of sergeants to train recruits, ensuring 100% graduation • Taken on additional responsibilities for combined exercises and ad-hoc events

    • Singapore
    • Chemical Manufacturing
    • 1 - 100 Employee
    • Engineer Intern
      • Apr 2012 - Oct 2012

      • Trained in boiler and furnace operations • Carried out project studies on process operations • Analyzed data on process optimization and proposed process improvement • Trained in boiler and furnace operations • Carried out project studies on process operations • Analyzed data on process optimization and proposed process improvement

Education

  • Nanyang Technological University
    Bachelor's Degree with Second Upper Class Honours, Materials Engineering
    2015 - 2018
  • Temasek Polytechnic
    High School Diploma, Chemical Engineering
    2010 - 2013

Community

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