Profile:
Kelvin has been involved in the field of financial planning for 15 years. He is an MDRT qualifier and has more than 10 year of agency management. Active in the media space, he has been a speaker on Money Sense from 2005 – 2006. Between the years of 2004 - 2007, he functioned as a Financial Planning Director in a reputable IFA involved in setting up the advisory process. He graduated from the Nanyang Technological University in 1999 with a degree in Electrical and Electronic Engineering (Major in Information System) and has professional qualifications CFP and ChFC.
Articles
The latest articles from Kelvin Yeo
Synergy Financial Advisers: A Singaporean Tale of Excellence, Dedication and Purpose Kelvin Yeo, COO of Synergy Financial Advisers, is one of three co-founders presiding over a firm that is roughly seven years old today and that has already grown remarkably rapidly to a firm of more than 210 advisers. As one of the more prominent independent financial advisory firms in Singapore, th....
April 1, 2020 Kelvin Yeo of Synergy Financial Advisers April 1, 2020
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