Adeline Yeo S M

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Adeline Yeo S M

MAS Rep No. YSM100044543
Financial Advisory Manager

My Specialities

For Individuals & Families:

  • Personal Financial Planning
  • Risk Management
  • Retirement Planning
  • Investment Advisory Portfolio Wealth Management
  • Estate and Legacy Planning

For Business:

  • Group Benefits Specialist
  • Keyman Insurance
  • Business Asset Protection and Risk Management
  • Business Continuity

About Me

I have been in the financial services and insurance industry for more than 20 years.

I conduct my advisory practice with professionalism and integrity; always placing the interests of my clients before mine. I offer competent and sound advice, to help my clients make an informed decision.

I am passionate in helping people simplify and improve their lives. I advocate personal responsibility in planning for a secure financial future.

I am committed to serving my clients and I look forward to a long-standing partnership!

2013

Financial Alliance Quality Class (Eminence Class)

2014

Financial Alliance Quality Class (Merit Class)

Best Practice Award

2015

Financial Alliance Quality Class (Prestige Class)

  • Bachelor Of Business Administration (NUS)
  • Diploma in Life Insurance (SCI)
  • Certified Financial Planner (CFP)
  • Life Underwriter Training Council Fellow (LUTCF)
Contact Me
Group 18 (1)

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