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Nicholas Teo Email & Phone Number

Senior Financial Planning Consultant at Great Eastern Financial Advisers Private Limited
Location: Singapore 14 work roles 3 schools
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Role
Senior Financial Planning Consultant
Location
Singapore
Company size

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Nicholas Teo is listed as Senior Financial Planning Consultant at Great Eastern Financial Advisers Private Limited, a with 602 employees, based in Singapore. AeroLeads shows a matched LinkedIn profile for Nicholas Teo.

Nicholas Teo previously worked as Finance Officer at Dfs Group Limited and FSI Audit Associate at Deloitte. Nicholas Teo holds Bachelor Of Accountancy (Honours), Accountancy from Singapore University Of Social Sciences.

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Great Eastern Financial Advisers Private Limited

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Profile bio

About Nicholas Teo

🔹 About Me 🔹Hello! I'm Nicholas, a Financial Consultant and Risk Management Specialist at Great Eastern Financial Advisers. I am passionate about helping individuals and families achieve financial security and bring certainty, not only in good times but especially in challenging moments.🌟 Prior Experience 📊I've had a diverse career journey that has allowed me to develop a unique skill set. I began as a journalist, mastering the art of simplifying complex concepts to ensure understanding. Later, I transitioned into the finance sector, serving as an auditor and accountant. These experiences honed my analytical skills and instilled a strong commitment to ethical conduct, both of which are vital in my current role as a Risk Management Specialist.🛡️ Specialization in Risk Management 🌐As a dedicated Risk Management Specialist, my primary focus is to navigate uncertainty and mitigate potential risks. My mission is to provide clients with financial certainty, regardless of the circumstances. I work closely with individuals and families to create strategies that safeguard their financial well-being and bring assurance, not just in good times, but especially in challenging moments.💼 Services and Expertise 💡I offer a wide range of services, including comprehensive financial planning, tailored insurance solutions, and strategic investment advice. Whether it's constructing personalized financial plans, recommending insurance policies, or providing guidance on investment choices, my goal is to ensure certainty in financial growth and protection.🤝 Building Trust and Relationships 💬I firmly believe in building trust through transparency, education, and dedicated service. I take pride in simplifying complex financial concepts, ensuring my clients have a clear understanding of their options. I'm committed to fostering lasting relationships based on trust, and I'm here to make a meaningful difference in the lives of my clients.Let's connect and explore how I can assist you in securing your financial future, providing certainty, and bringing peace of mind, even in the face of uncertainty. 📈🛡️ #FinancialConsultant #RiskManagementSpecialist #CertaintyInFinance #BuildingTrust

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Great Eastern Financial Advisers Private Limited
Great Eastern Financial Advisers Private Limited
Senior Financial Planning Consultant
singapore, singapore
Employees
602
AeroLeads page
14 roles

Nicholas Teo work experience

A career timeline built from the work history available for this profile.

Senior Financial Planning Consultant

Current

Singapore, Singapore

- Provide comprehensive financial planning, specializing in risk management solutions and investment strategies. - Educate clients, ensure regulatory compliance, and offer continuous support. - Provide clients with financial certainty, regardless of the circumstances.- Empower individuals and families to make informed, secure financial decisions based on trust, transparency, and commitment.

Jul 2023 - Present

Finance Officer

Singapore

- Responsible for processing and posting invoices, payments and credit notes for global customers, vendors, and divisions- Prepared reconciliations, reports and schedules in accordance with the LVMH Group Reporting policies and deadlines- Performed monthly assessment of the provision of doubtful debts - Reviewed processes as part of Responsible, Accountable, Consulted, Informed (RACI) business process improvement- Increased Company revenue by successfully bringing down major outstanding and aged receivables from key customers and vendors

Mar 2022 - Jun 2023

Fsi Audit Associate

Singapore

- Assist in the audit of companies and financial institutions, such as banks, investment holding companies and commodity trading companies, per IFRS, SSA and MAS guidelines- Develop a comprehensive knowledge of financial statements and the ability to analyse and interpret them- Evaluate the design & operating effectiveness of internal controls over financial reporting as part of JSOX- Perform analytical procedures on significant accounts, which comprises: setting expectations, determining variance thresholds, and investigating all differences beyond expectations.- Perform substantive tests of details to collect evidence to support assertions that the financial statements are complete, valid and accurate- Execute detailed audit procedures, including reviewing transactions and conducting audit tests which are sufficient in scope to support professional opinions as to the fair representation of client financial statements.

Sep 2019 - Mar 2022

General Assurance Intern

Central Singapore

- Assisted in the statutory audit of financial performance and operations of more than 10 businesses in industries such as retail, manufacturing and construction, with more than 1,000 effective hours clocked. Also performed sales certification.- Assigned to the General Assurance (Line of Service 2) department. The General Assurance team specializes in the statutory audit of the financial performance and operations of businesses. - Responsible for reviewing financial statements and performing external audit procedures, such as vouching, reasonableness testing and controls testing for a wide range of businesses, from potential startups to multinational corporations in industries such as Retail, Manufacturing, Construction and Hotel.

Oct 2017 - Apr 2018

Signal Engineer

Singapore

- Client component operator in Command Systems Company who is in charge of force preparation, setup and usability of the Command and Control Information System (CCIS) equipment- Ensures mission success by resolving problems that end users face during exercises

Sep 2013 - Jul 2017

Advanced Cisco Certified Network Associate (Ccna) Signaller

Singapore

Advanced Cisco Certified Network Associate (CCNA) Routing and Switching IC2 Signaller[endorsed by Singapore Workforce Development Agency (WDA)]

Sep 2013 - Sep 2015

Accounting Assistant

5 Temasek Boulevard, #08-01/02, Suntec Tower Five, Singapore 038985

- Apply theoretical accounting knowledge by preparing company accounts and tax returns for audit- Analyse, examine and interpret account records, compile financial information and reconcile reports and financial data- Process journal entries and perform accounting corrections to ensure accurate records

Aug 2016 - Oct 2016

Individual Income Tax-Self-Employed Branch Officer

Singapore

- Gain intimate knowledge and understanding of the taxation system and processes for the self-employed in Singapore- Develop knowledge and proficiency in the consideration, application, disbursement and appeal of the Productivity & Innovation Credit, a Government grant- Train in addressing the taxation needs of self-employed tax payers through face-to face interviews and telephone communications

Jun 2016 - Sep 2016

Accounting Assistant

Singapore Association Of Social Workers

Singapore

- Manage accounts payable, accounts receivable and payroll departments- Post transactions to the ledgers and prepare bank reconciliation, management report and accounting schedule- Ensure compliance with accounting deadlines

Jul 2016 - Aug 2016

Casual Junior Research Assistant

469C Bukit Timah Rd, 259772

- Improved interpersonal skills by surveying under-privileged families living in rental housing- Developed empathy by understanding their stories, and how they arrived at their current circumstances

Jan 2016 - May 2016

Individual Income Tax-Self-Employed Branch Officer

Singapore

Gained intimate knowledge and understanding of the taxation system and processes for the self-employed in Singapore Developed knowledge and proficiency in the consideration, application, disbursement and appeal of the Productivity & Innovation Credit, a Government grant Trained in addressing the taxation needs of self-employed tax payers through face-to-face interviews and telephone communications

Nov 2015 - Jan 2016

Internship Journalist

Yahoo! Singapore

Mapletree Anson

Contractor for Yahoo! Singapore newsroom. Besides "copytasting", a process which involves adapting news from various sources, such as the wire agencies, I also "packaged" these stories for viewing on the official Yahoo! Singapore frontpage.Whenever possible, I wrote my own stories and covered key events, such as the City Harvest court trial.

Jul 2013 - Aug 2013

Intern Journalist

1000 Toa Payoh North, News Centre, Singapore 318994

Intern journalist at The Straits Times, writing youth and education stories for its two student publications- IN and Little Red Dot. IN and Little Red Dot are weekly magazines which run in Secondary and Primary schools respectively. The two magazines are produced by The Straits Times Schools. They reach more than 100,000 readers nation wide.The Schools team received a jury commendation in the World Young Reader Prize (Brand category) by the World Association of Newspapers and News Publishers (WAN-IFRA) for the inaugural RHB-The Straits Times National Spelling Championship. It also won the top prize for best newspaper event in the 2012 PANPA Awards.

Apr 2012 - Feb 2013
Team & coworkers

Colleagues at Great Eastern Financial Advisers Private Limited

Other employees you can reach at greateasternfa.com.sg. View company contacts for 602 employees →

3 education records

Nicholas Teo education

"O" Levels, Chemistry

Clementi Town Secondary School
FAQ

Frequently asked questions about Nicholas Teo

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What company does Nicholas Teo work for?

Nicholas Teo works for Great Eastern Financial Advisers Private Limited.

What is Nicholas Teo's role at Great Eastern Financial Advisers Private Limited?

Nicholas Teo is listed as Senior Financial Planning Consultant at Great Eastern Financial Advisers Private Limited.

Where is Nicholas Teo based?

Nicholas Teo is based in Singapore while working with Great Eastern Financial Advisers Private Limited.

What companies has Nicholas Teo worked for?

Nicholas Teo has worked for Great Eastern Financial Advisers Private Limited, Dfs Group Limited, Deloitte, Pricewaterhousecoopers, and Singapore Armed Forces.

Who are Nicholas Teo's colleagues at Great Eastern Financial Advisers Private Limited?

Nicholas Teo's colleagues at Great Eastern Financial Advisers Private Limited include Lawrence Lau, Wong Ja Che, Desmond Hagen Ng, Charmain Koh, and Wai Loon Chew.

How can I contact Nicholas Teo?

You can use AeroLeads to view verified contact signals for Nicholas Teo at Great Eastern Financial Advisers Private Limited, including work email, phone, and LinkedIn data when available.

What schools did Nicholas Teo attend?

Nicholas Teo holds Bachelor Of Accountancy (Honours), Accountancy from Singapore University Of Social Sciences.

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