David Francis
Senior Relationship Manager at Synergy Financial Advisers Pte Ltd- Claim this Profile
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English Native or bilingual proficiency
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French creole Native or bilingual proficiency
Topline Score
Bio
Carolyn Street
For someone with embarrassingly deficient financial literacy like myself , David was and is quite the proverbial godsend. Always keen to edify this client and shed light on the myriad mysteriously obtuse (to me) concepts and components and conundrums of the world of the dollar. A sage of the profession with relationship-building and sustaining skills that any consultant should strive to have half the aptitude at. We should be so lucky.
Heather Cadden
I have known David for a number of years now - I have always found David to be a very knowledgable professional who has a wealth of knowledge within the financial industry and would always recommend David if asked for a recommendation.
Carolyn Street
For someone with embarrassingly deficient financial literacy like myself , David was and is quite the proverbial godsend. Always keen to edify this client and shed light on the myriad mysteriously obtuse (to me) concepts and components and conundrums of the world of the dollar. A sage of the profession with relationship-building and sustaining skills that any consultant should strive to have half the aptitude at. We should be so lucky.
Heather Cadden
I have known David for a number of years now - I have always found David to be a very knowledgable professional who has a wealth of knowledge within the financial industry and would always recommend David if asked for a recommendation.
Carolyn Street
For someone with embarrassingly deficient financial literacy like myself , David was and is quite the proverbial godsend. Always keen to edify this client and shed light on the myriad mysteriously obtuse (to me) concepts and components and conundrums of the world of the dollar. A sage of the profession with relationship-building and sustaining skills that any consultant should strive to have half the aptitude at. We should be so lucky.
Heather Cadden
I have known David for a number of years now - I have always found David to be a very knowledgable professional who has a wealth of knowledge within the financial industry and would always recommend David if asked for a recommendation.
Carolyn Street
For someone with embarrassingly deficient financial literacy like myself , David was and is quite the proverbial godsend. Always keen to edify this client and shed light on the myriad mysteriously obtuse (to me) concepts and components and conundrums of the world of the dollar. A sage of the profession with relationship-building and sustaining skills that any consultant should strive to have half the aptitude at. We should be so lucky.
Heather Cadden
I have known David for a number of years now - I have always found David to be a very knowledgable professional who has a wealth of knowledge within the financial industry and would always recommend David if asked for a recommendation.
Credentials
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RNF Number: DFX100061940
Monetary Authority of Singapore (MAS)Oct, 2007- Nov, 2024
Experience
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Synergy Financial Advisers Ltd
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Singapore
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Financial Services
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200 - 300 Employee
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Senior Relationship Manager
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May 2019 - Present
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Relationship Manager
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May 2017 - Present
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