Jeff C. Email & Phone Number
Who is Jeff C.? Overview
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Jeff C. is listed as Senior Relationship Manager at Synergy Financial Advisers Ltd, based in Singapore, Singapore, Singapore. AeroLeads shows a matched LinkedIn profile for Jeff C..
Jeff C. previously worked as Wealth Management Advisor at Professional Investment Advisory Services Pte Ltd and Financial Consultant at Prudential Assurance Company Singapore. Jeff C. holds Bachelor Of Commerce In Marketing And Management (Double Major), Business, Management, Marketing, And Related Support Services from Murdoch University.
Email format at Synergy Financial Advisers Ltd
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About Jeff C.
Jeff is a stellar financial advisor who believes in practical learning. Emerged from a humble background, he is an epitome of hard work and consistency. He is passionate about his work and always gives priority to the moral codes. His belief “Among us, there is no other distinction but ethics”, has always helped him to achieve the milestone.Raised among the struggling class with both of his parents diagnosed with a critical illness, hence, he fully understands the value of money and the misconceptions about financial literacy that lead to troubles for both households and businesses. Thus, Jeff always strives to provide the required assistance in the best possible way.He recognizes that most people relate financial planning as simply traditional wealth accumulation. Unfortunately, in the industry, an agent typically takes one aspect of the customer's personal finances and attempt to project growth in a very linear, single-dimensional way. This usually leads to the purchase of unit trust or savings plan abruptly, while ignoring other aspects of the financial picture. Hence resulting in the dreaded three Cs.𝐂𝐨𝐧𝐟𝐮𝐬𝐢𝐨𝐧, 𝐂𝐨𝐧𝐟𝐥𝐢𝐜𝐭 & 𝐂𝐨𝐬𝐭𝐬.He believes to work like a financial doctor as according to him, financial products should not be for sale rather they should be professionally prescribed according to the goals of the client and the circumstances they are facing.Therefore, he is able to develop and provide sound financial advice customized to the client's needs and assist them to on their journey to retirement realistically by adopting a systematic approach to Protection, Accumulation, and Estate planning.Jeff has successfully built a practice that is created based not only on competency and trust but with a strong culture on delivering "beyond call of duty" level of service, as a doctor would commit.If what you've read above resonates with you, do drop a message or email for an explorative chat. :)
Jeff C.'s current company
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Jeff C. work experience
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Senior Relationship Manager
CurrentAs an established financial advisor, I bring a wealth of expertise in various aspects of financial planning. With a proven track record of delivering gratifying results and guiding clients toward financial success, I am dedicated to helping individuals and families navigate complex financial landscapes and achieve their long-term goals.Investment.
Wealth Management Advisor
Financial Consultant
Account Executive, Apac
I'm part of the team that drives the Subscription and Training business in the APAC. Econsultancy’s mission is to help its customers achieve excellence in digital business, marketing and ecommerce through research, training and events. Founded in 1999, Econsultancy has offices in London, New York and Singapore. Our blog is read by over 600,000.
Marketing Intern
- In charge of coordinating Bangkok and Singapore Customer Experience (CX) South-East Asia Roundtable Series, held in collaboration with IBM Marketing Cloud.- Provide top-notch support to Events and Operations Manager in all aspects of planning, execution, and post-event follow up.- Conduct market research on APAC digital marketing landscape, competitor.
Jeff C. education
Frequently asked questions about Jeff C.
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What company does Jeff C. work for?
Jeff C. works for Synergy Financial Advisers Ltd.
What is Jeff C.'s role at Synergy Financial Advisers Ltd?
Jeff C. is listed as Senior Relationship Manager at Synergy Financial Advisers Ltd.
Where is Jeff C. based?
Jeff C. is based in Singapore, Singapore, Singapore while working with Synergy Financial Advisers Ltd.
What companies has Jeff C. worked for?
Jeff C. has worked for Synergy Financial Advisers Ltd, Professional Investment Advisory Services Pte Ltd, Prudential Assurance Company Singapore, Econsultancy, and Econsultancy, Apac.
How can I contact Jeff C.?
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What schools did Jeff C. attend?
Jeff C. holds Bachelor Of Commerce In Marketing And Management (Double Major), Business, Management, Marketing, And Related Support Services from Murdoch University.
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