Danny Lee
Branch Director at Synergy Financial Advisers Pte Ltd- Claim this Profile
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Bio
Jason Choo
Anyone that has interacted with Danny will know that he is sincere, genuine and trustworthy. Being under Danny’s leadership for the past many years have been exceptionally rewarding in many aspects of my life. He is the one who introduced me to the world of financial planning and literacy. Because of his service to his clients, it inspired me to follow in his footsteps from the time I graduated. Danny is not a leader who shouts about his own achievements or to instil fear in his team in order for them to perform. He chooses to nurture each individual according to their own strengths. He commits himself to understanding his team, helping to develop and empower them. Despite being knowledgeable and competent in his field, Danny does not claim to know it all. He is humble to seek advices continually and leverage on his strong network to find suitable candidates to value add to his team. What stands out about Danny’s leadership even more is his ‘leading by example’ attitude. The way he leads his life is evident to the team on how he pursues excellence and success in all areas, and chooses to inspire the people around him through his life. It has been my privilege to grow under Danny’s care, and I believe anyone that has the opportunity as me will feel the same. Thank you Danny!
Kimberly Tan
I have the pleasure of working alongside with Danny for the past 5 years. Danny is always encouraging and positive. He’s also known for his profound knowledge and effective leadership skills. You can be sure that the guidance from him as a mentor will equip you well in your journey as an advisor!
Jason Choo
Anyone that has interacted with Danny will know that he is sincere, genuine and trustworthy. Being under Danny’s leadership for the past many years have been exceptionally rewarding in many aspects of my life. He is the one who introduced me to the world of financial planning and literacy. Because of his service to his clients, it inspired me to follow in his footsteps from the time I graduated. Danny is not a leader who shouts about his own achievements or to instil fear in his team in order for them to perform. He chooses to nurture each individual according to their own strengths. He commits himself to understanding his team, helping to develop and empower them. Despite being knowledgeable and competent in his field, Danny does not claim to know it all. He is humble to seek advices continually and leverage on his strong network to find suitable candidates to value add to his team. What stands out about Danny’s leadership even more is his ‘leading by example’ attitude. The way he leads his life is evident to the team on how he pursues excellence and success in all areas, and chooses to inspire the people around him through his life. It has been my privilege to grow under Danny’s care, and I believe anyone that has the opportunity as me will feel the same. Thank you Danny!
Kimberly Tan
I have the pleasure of working alongside with Danny for the past 5 years. Danny is always encouraging and positive. He’s also known for his profound knowledge and effective leadership skills. You can be sure that the guidance from him as a mentor will equip you well in your journey as an advisor!
Jason Choo
Anyone that has interacted with Danny will know that he is sincere, genuine and trustworthy. Being under Danny’s leadership for the past many years have been exceptionally rewarding in many aspects of my life. He is the one who introduced me to the world of financial planning and literacy. Because of his service to his clients, it inspired me to follow in his footsteps from the time I graduated. Danny is not a leader who shouts about his own achievements or to instil fear in his team in order for them to perform. He chooses to nurture each individual according to their own strengths. He commits himself to understanding his team, helping to develop and empower them. Despite being knowledgeable and competent in his field, Danny does not claim to know it all. He is humble to seek advices continually and leverage on his strong network to find suitable candidates to value add to his team. What stands out about Danny’s leadership even more is his ‘leading by example’ attitude. The way he leads his life is evident to the team on how he pursues excellence and success in all areas, and chooses to inspire the people around him through his life. It has been my privilege to grow under Danny’s care, and I believe anyone that has the opportunity as me will feel the same. Thank you Danny!
Kimberly Tan
I have the pleasure of working alongside with Danny for the past 5 years. Danny is always encouraging and positive. He’s also known for his profound knowledge and effective leadership skills. You can be sure that the guidance from him as a mentor will equip you well in your journey as an advisor!
Jason Choo
Anyone that has interacted with Danny will know that he is sincere, genuine and trustworthy. Being under Danny’s leadership for the past many years have been exceptionally rewarding in many aspects of my life. He is the one who introduced me to the world of financial planning and literacy. Because of his service to his clients, it inspired me to follow in his footsteps from the time I graduated. Danny is not a leader who shouts about his own achievements or to instil fear in his team in order for them to perform. He chooses to nurture each individual according to their own strengths. He commits himself to understanding his team, helping to develop and empower them. Despite being knowledgeable and competent in his field, Danny does not claim to know it all. He is humble to seek advices continually and leverage on his strong network to find suitable candidates to value add to his team. What stands out about Danny’s leadership even more is his ‘leading by example’ attitude. The way he leads his life is evident to the team on how he pursues excellence and success in all areas, and chooses to inspire the people around him through his life. It has been my privilege to grow under Danny’s care, and I believe anyone that has the opportunity as me will feel the same. Thank you Danny!
Kimberly Tan
I have the pleasure of working alongside with Danny for the past 5 years. Danny is always encouraging and positive. He’s also known for his profound knowledge and effective leadership skills. You can be sure that the guidance from him as a mentor will equip you well in your journey as an advisor!
Credentials
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Career Advisory Programme
Workforce SingaporeNov, 2021- Nov, 2024 -
Advanced Certificate in Learning and Performance
Institute for Adult Learning SingaporeApr, 2021- Nov, 2024 -
Investment Strategies and Portfolio Analysis
CourseraOct, 2020- Nov, 2024 -
Biases and Portfolio Selection
CourseraSep, 2020- Nov, 2024 -
Global Financial Markets and Instruments
CourseraAug, 2020- Nov, 2024 -
Portfolio Selection and Risk Management
CourseraAug, 2020- Nov, 2024 -
Executive Coaching
LinkedInJun, 2019- Nov, 2024 -
Jeff Weiner on Establishing a Culture and a Plan for Scaling
LinkedInJun, 2019- Nov, 2024 -
Jeff Weiner on Managing Compassionately
LinkedInJun, 2019- Nov, 2024 -
Data Visualization: Storytelling
LinkedInMay, 2019- Nov, 2024 -
Developing Your Professional Image
LinkedInMay, 2019- Nov, 2024 -
Financial Wellness for Couples and Families
LinkedInMay, 2019- Nov, 2024 -
Leading without Formal Authority
LinkedInMay, 2019- Nov, 2024 -
Persuasive Selling
LinkedInMay, 2019- Nov, 2024 -
Picking the Right Chart for Your Data
LinkedInMay, 2019- Nov, 2024 -
Purpose-Driven Sales
LinkedInMay, 2019- Nov, 2024 -
Introduction to Psychology
CourseraFeb, 2019- Nov, 2024 -
Data Analysis: Take It to the MAX()
edXJan, 2019- Nov, 2024 -
Behavioral Finance
CourseraNov, 2018- Nov, 2024 -
IBF Advanced (Financial Planning- Personal)
IBFSG - The Institute of Banking & Finance SingaporeApr, 2017- Nov, 2024 -
Chartered Wealth Manager
American Academy of Financial ManagementSep, 2015- Nov, 2024 -
Certified Financial Planner
FPAS - Financial Planning Association SingaporeSep, 2012- Nov, 2024 -
Court of the Table
MDRTJan, 2023- Nov, 2024 -
Million Dollar Round Table Qualifying Member
MDRTJan, 2018- Nov, 2024 -
Investment Foundations® Certificate
CFA Institute
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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Branch Director
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Jan 2022 - Present
Strategic Initiatives and Partnerships for Voda BranchUpskilling and Empowerment of advisers' skill-set and competencyClients Financial AdvisoryAdvisers Team ManagementMember of Investment Advisory CommitteeEnhance Firm's suite of investment platforms, solutions and strategic initiativesGrowth of Firm's Asset under ManagementConstruction of Company Model Portfolios and Top Down Investing Methodology
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Deputy Branch Director
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Jul 2021 - Jan 2022
Head of Investment AdvisoryEnhance Firm's suite of investment platforms, solutions and strategic initiativesGrowth of Firm's Asset under ManagementConstruction of Company Model Portfolios and Top Down Investing MethodologyUpskilling and Empowerment of advisers' skill-set and competencyClients Financial AdvisoryAdvisers Team Management
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Senior Deputy Director
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Mar 2019 - Jul 2021
Head of Investment Advisory Enhance Firm's suite of investment platforms, solutions and strategic initiatives Growth of Firm's Asset under Management Construction of Company Model Portfolios and Top Down Investing Methodology Upskilling and Empowerment of advisers' skill-set and competency Clients Financial Advisory Advisers Team Management
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Deputy Director
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Apr 2017 - Feb 2019
Head of Investment AdvisoryEnhance Firm's suite of investment platforms, solutions and strategic initiativesGrowth of Firm's Asset under ManagementConstruction of Company Model Portfolios and Top Down Investing MethodologyUpskilling and Empowerment of advisers' skill-set and competencyClients Financial AdvisoryAdvisers Team Management
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Vice President
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Jan 2014 - Mar 2017
Head of Investment AdvisoryGrowth of Firm's Asset under ManagementConstruction of Company Model Portfolios and Top Down Investing MethodologyUpskilling and Empowerment of advisers' skill-set and competencyClients Financial AdvisoryAdvisers Team Management
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Assistant Vice President
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Aug 2010 - Dec 2013
Clients Financial Advisory, Sales Team Management
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Voda Branch
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Singapore
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Financial Services
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1 - 100 Employee
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Team Leader
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Jan 2022 - Present
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IFPAS - INSURANCE AND FINANCIAL PRACTITIONERS ASSOCIATION OF SINGAPORE (OFFICIAL)
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Singapore
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Insurance
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1 - 100 Employee
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Faculty Trainer
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Mar 2023 - Present
Trainer - HNW Certification Course Module 5 (Private Wealth Investment Strategies and Portfolio Construction), a course jointly developed by IFPAS and Kaplan Professional. Trainer - HNW Certification Course Module 5 (Private Wealth Investment Strategies and Portfolio Construction), a course jointly developed by IFPAS and Kaplan Professional.
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Kaplan Higher Education
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United States
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Higher Education
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200 - 300 Employee
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Adjunct Lecturer
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Nov 2021 - Present
Supported Modules: - Principles of Banking and Finance (University of Essex) - Financial Reporting Analysis (Kaplan Diploma) - Financial Decision Making for Managers (Kaplan Diploma) Supported Modules: - Principles of Banking and Finance (University of Essex) - Financial Reporting Analysis (Kaplan Diploma) - Financial Decision Making for Managers (Kaplan Diploma)
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Central Christian Church of Singapore
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Singapore
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Religious Institutions
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1 - 100 Employee
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Board Member
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Jun 2018 - Jul 2022
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Temasek Polytechnic
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Singapore
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Higher Education
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700 & Above Employee
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Adjunct Lecturer
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Aug 2007 - Mar 2012
Supported Diploma of Business Process & System Engineering. Modules taught: - Principles of Economics - Business Fundamentals - Technopreneurship Supported Diploma of Business Process & System Engineering. Modules taught: - Principles of Economics - Business Fundamentals - Technopreneurship
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UNSW
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Australia
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Higher Education
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700 & Above Employee
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Adjunct Lecturer for Singapore Foundation Year
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Aug 2007 - May 2008
Economics Lecturer/Tutor for Foundation Year 07/08 in Singapore Economics Lecturer/Tutor for Foundation Year 07/08 in Singapore
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Education
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1998 - 2001
Nanyang Business School
Bachelor of Business, Financial Analysis -
1994 - 1995
Hwa Chong Institution
A-Levels, "A" Levels -
1990 - 1993
Hwa Chong Institution
O-Levels, "O" Levels
Community
