Aidan Neo 梁志远
Financial Services Consultant at Manulife Financial Advisers Pte Ltd- Claim this Profile
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Topline Score
Bio
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.
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.
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.
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.
Credentials
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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
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Manulife Financial Advisers Pte Ltd
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Singapore
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Financial Services
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700 & Above Employee
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Financial Services Consultant
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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)
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The Mathematics Titans
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Singapore
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Mathematics Tutor
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Jul 2018 - Present
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DSM
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Netherlands
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Chemical Manufacturing
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700 & Above Employee
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Engineer Intern
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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
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Burger Joint New York
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United Arab Emirates
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Restaurants
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1 - 100 Employee
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Assistant Chef
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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
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G-Star RAW
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Retail
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700 & Above Employee
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Sales Associate
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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
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Singapore Army
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Singapore
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Armed Forces
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700 & Above Employee
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Lieutenant
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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
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PCS Pte. Ltd.
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Singapore
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Chemical Manufacturing
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1 - 100 Employee
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Engineer Intern
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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
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Education
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Nanyang Technological University
Bachelor's Degree with Second Upper Class Honours, Materials Engineering -
Temasek Polytechnic
High School Diploma, Chemical Engineering