Daniel Au Email and Phone Number
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.
Idyadvisory Group
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Financial Services ManagerIdyadvisory Group Jan 2022 - PresentSingapore2021 Million Dollar Club Gold 2021 Prestige Club Personal Wealth Manager -
Financial Services ConsultantAia Jan 2020 - PresentSingaporeDistrict 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 Financial Planning Courses at Financial Perspectives: Certified Associate Financial Planner©, 2020 Certified Associate Wealth Planner©, 2020 -
Subcommittee MemberAsia Private Equity Club @ Smu (Apecs) Sep 2020 - May 2021Singapore Management UniversityLearnt 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 alongside compelling pitches. Achievements: Team 2nd Runner Up, APECS Venture Capital Internal Case Competition, 2020Team 2nd Runner Up, APECS Private Equity Internal Case Competition, 2021Participant, Venture Capital Case Competition, 2020 Participant, Private Equity Case Competition, 2021 -
Marketing Director @ Smu Golf ClubSingapore Management University Nov 2019 - Sep 2020SingaporeCreated Marketing collateral for Club's events and Newsletter for our Social Media and Student Community at Singapore Management University (SMU).
Daniel Au Education Details
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High Merit -
Gpa 3.63/ 4.00 -
West Spring Secondary SchoolL1R4: 10 (Nett)
Frequently Asked Questions about Daniel Au
What company does Daniel Au work for?
Daniel Au works for Idyadvisory Group
What is Daniel Au's role at the current company?
Daniel Au's current role is Financial Services Manager | Personal Wealth Manager | Medical Insurance & Retirement Planning Specialist | Employee Benefits.
What schools did Daniel Au attend?
Daniel Au attended Singapore Management University, Singapore Polytechnic, West Spring Secondary School.
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