Financial Services Manager
Current2021 Million Dollar Club Gold 2021 Prestige Club Personal Wealth Manager
Jan 2022 - Present
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Daniel Au Email & Phone Number
Financial Services Manager
at
IDYADVISORY Group
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Financial Services Manager
Location
Singapore, Singapore, Singapore
Who is Daniel Au? Overview
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Quick answer
Daniel Au is listed as Financial Services Manager at IDYADVISORY Group, based in Singapore, Singapore, Singapore. AeroLeads shows a matched LinkedIn profile for Daniel Au.
Daniel Au previously worked as Financial Services Consultant at Aia and Subcommittee Member at Asia Private Equity Club @ Smu (Apecs). Daniel Au holds Bachelor Of Business Administration - Bba, Finance, High Merit from Singapore Management University.
Company email context
Email format at IDYADVISORY Group
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IDYADVISORY Group
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Profile bio
About Daniel Au
As a dynamic Financial Services Manager, I am committed to driving financial excellence for our clients while fostering a team of passionate professionals eager to make a difference. With a strategic focus on personalized financial solutions, I lead with a collaborative approach that empowers both businesses and individuals to achieve their goals.💡 What I Bring:Strategic Leadership: I manage and mentor a high-performing team of financial professionals, guiding them to deliver top-tier financial advice that enhances client experiences and drives impactful results.Client-Centric Solutions: By understanding the unique needs of each client, I ensure we provide tailored services that address their financial objectives—whether that’s wealth management, investment strategies, or business financial planning.Forward-Thinking Innovator: I leverage the latest industry trends and technology to stay ahead, ensuring our clients benefit from proactive and insightful financial guidance.🌟 We’re Growing—Join Us! I am actively recruiting driven individuals who have a strong desire to challenge themselves, build successful careers, and make a positive impact on the clients and communities they serve. If you’re passionate about helping others, eager to learn, and ready to be part of a collaborative team, I want to connect with you.🚀 Let’s Connect! Whether you’re looking to enhance your financial strategy or explore a rewarding career in financial services, I’m excited to connect and collaborate. Together, we can create success stories that inspire.
Current workplace
Daniel Au's current company
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4 roles
Daniel Au work experience
A career timeline built from the work history available for this profile.
Financial Services Consultant
District Rookie of the Year, 2020 District Top Recruiter, 2020Million Dollar Club, 2020 Prestige Club, Personal Wealth Manager, 2020AIA Head Start Qualifier, 2020 1st Position, AIA Tampines Top New Financial Services Consultant, March 2020 10th Position, AIA Tampines Top New Financial Services Consultant, April 2020Furthered my knowledge by attended.
Subcommittee Member
Learnt about assessing investments in Venture Capital and Private Equity space. Deep dive into Company Analysis, Industry Analysis, Competitor Analysis, Investment Theses, Value Creation, Valuation, Investment Strategies (Entries and Exits), Investment Risks and Catalysts in a span of 8 monthsPicked up skills on crafting convincing and quality slide decks.
Sep 2020 - May 2021
Marketing Director @ Smu Golf Club
Created Marketing collateral for Club's events and Newsletter for our Social Media and Student Community at Singapore Management University (SMU).
Nov 2019 - Sep 2020
3 education records
Daniel Au education
Bachelor Of Business Administration - Bba, Finance, High Merit
Diploma, Banking And Finance, Gpa 3.63/ 4.00
Gce O Level, L1R4: 10 (Nett)
West Spring Secondary School
FAQ
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What company does Daniel Au work for?
Daniel Au works for IDYADVISORY Group.
What is Daniel Au's role at IDYADVISORY Group?
Daniel Au is listed as Financial Services Manager at IDYADVISORY Group.
Where is Daniel Au based?
Daniel Au is based in Singapore, Singapore, Singapore while working with IDYADVISORY Group.
What companies has Daniel Au worked for?
Daniel Au has worked for Idyadvisory Group, Aia, Asia Private Equity Club @ Smu (Apecs), and Singapore Management University.
How can I contact Daniel Au?
You can use AeroLeads to view verified contact signals for Daniel Au at IDYADVISORY Group, including work email, phone, and LinkedIn data when available.
What schools did Daniel Au attend?
Daniel Au holds Bachelor Of Business Administration - Bba, Finance, High Merit from Singapore Management University.
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