Wesley Tan
Client Adviser at Synergy Financial Advisers Ltd- Claim this Profile
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Bio
Danny Lee
I have had the pleasure of working with Wesley for the past six months, and I can confidently say that he is an exceptional financial adviser. What sets Wesley apart is his unique background in social work, which he has been able to utilize to help his clients meet their financial needs. He is empathic, and his clients have always felt understood and cared for. Wesley's technical expertise is top-notch, but what stands out is his ability to communicate complex financial concepts in a way that is easy for his clients to understand. He is always available to answer questions, and his dedication to his clients is unparalleled. Overall, I highly recommend Wesley to anyone who is looking for a financial adviser. His unique skillset, combined with his empathic nature, makes him an invaluable asset to any team. Thank you, Wesley, for your dedication and commitment to helping your clients achieve their financial goals!
Danny Lee
I have had the pleasure of working with Wesley for the past six months, and I can confidently say that he is an exceptional financial adviser. What sets Wesley apart is his unique background in social work, which he has been able to utilize to help his clients meet their financial needs. He is empathic, and his clients have always felt understood and cared for. Wesley's technical expertise is top-notch, but what stands out is his ability to communicate complex financial concepts in a way that is easy for his clients to understand. He is always available to answer questions, and his dedication to his clients is unparalleled. Overall, I highly recommend Wesley to anyone who is looking for a financial adviser. His unique skillset, combined with his empathic nature, makes him an invaluable asset to any team. Thank you, Wesley, for your dedication and commitment to helping your clients achieve their financial goals!
Danny Lee
I have had the pleasure of working with Wesley for the past six months, and I can confidently say that he is an exceptional financial adviser. What sets Wesley apart is his unique background in social work, which he has been able to utilize to help his clients meet their financial needs. He is empathic, and his clients have always felt understood and cared for. Wesley's technical expertise is top-notch, but what stands out is his ability to communicate complex financial concepts in a way that is easy for his clients to understand. He is always available to answer questions, and his dedication to his clients is unparalleled. Overall, I highly recommend Wesley to anyone who is looking for a financial adviser. His unique skillset, combined with his empathic nature, makes him an invaluable asset to any team. Thank you, Wesley, for your dedication and commitment to helping your clients achieve their financial goals!
Danny Lee
I have had the pleasure of working with Wesley for the past six months, and I can confidently say that he is an exceptional financial adviser. What sets Wesley apart is his unique background in social work, which he has been able to utilize to help his clients meet their financial needs. He is empathic, and his clients have always felt understood and cared for. Wesley's technical expertise is top-notch, but what stands out is his ability to communicate complex financial concepts in a way that is easy for his clients to understand. He is always available to answer questions, and his dedication to his clients is unparalleled. Overall, I highly recommend Wesley to anyone who is looking for a financial adviser. His unique skillset, combined with his empathic nature, makes him an invaluable asset to any team. Thank you, Wesley, for your dedication and commitment to helping your clients achieve their financial goals!
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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Client Adviser
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Sep 2022 - Present
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Bilby Community Development Ltd.
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Singapore
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Community Services
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1 - 100 Employee
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Youth Worker
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Feb 2022 - Oct 2022
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Care Corner Singapore Ltd
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Singapore
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Individual and Family Services
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100 - 200 Employee
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Social Worker
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Aug 2021 - Nov 2021
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Trybe Limited
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Singapore
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Non-profit Organizations
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1 - 100 Employee
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Project Associate
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Feb 2021 - Sep 2021
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Trybe Limited
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Singapore
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Non-profit Organizations
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1 - 100 Employee
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Social Worker
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Aug 2020 - Nov 2020
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SHINE Children and Youth Services
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Singapore
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Civic and Social Organizations
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1 - 100 Employee
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Youth Worker
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Jan 2019 - Dec 2019
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Education
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2018 - 2022
Singapore University of Social Sciences (SUSS)
Community
