Stephen Teo

Money Doesn’t Come Without Guidence ...

Home > Stephen Teo
Stephen Teo 张俊勇

MAS Rep No. TCY100036153
Financial Advisory Director, Financial Services Group

My Specialities

  • Cashflow Management
  • Investment Management
  • Insurance Portfolio Restructuring
  • Education Planning
  • Retirement Planning
  • Estate Transfer

About Me

Stephen Teo is a highly qualified financial consultant, as well as a highly regarded manager, in the independent financial advisory industry. Apart from being the Top 2014 Investment and Insurance adviser in Financial Alliance, he is also the Manager of the Year in 2014.

As an adviser, he provides holistic financial planning solutions that cover areas such as debt management, cash flow management, risk management, investment management, retirement planning and estate planning. He believes in using a holistic risk management model to help his clients manage their wealth through various economic cycles. Money management across generation is of utmost priority in ensuring that clients’ estates are passed on to the next generation according to the clients’ wishes.

As a manager, he leads a team of 26 financial advisory representatives under the group “La Confiance”. La Confiance is currently the Top Advisory Group in Financial Alliance. Stephen Teo is instrumental in developing La Confiance consultants to peak performance within 3 to 5 years. This is evident in the awards and recognition that they have garnered over the years:

2015
1st and 5th out of the Top 5 New AUA Award winners
5 achieved FAQC Eminence
2 achieved FAQC Prestige
1 achieved FAQC Merit

2014
1st, 3rd and 5th out of the Top 5 New AUA Award winners
1st out of the Top 5 Weighted Premium
4 achieved FAQC Eminence
3 achieved FAQC Prestige
1 achieved FAQC Merit

2013
3 achieved FAQC Eminence
2 achieved FAQC Prestige

2012
2 achieved FAQC Eminence
1 achieved FAQC Prestige
2 achieved FAQC Merit

He strongly believes in leveraging on team synergies, as well as systems and processes, to enhance the performance of financial consultants in fulfilling clients’ needs. He also strongly believes in marketing and social media to enhance client acquisition capability. For more info on our team and events, please visit our Facebook page at www.facebook.com/fa.laconfiance

2010

Financial Alliance Quality Class (Prestige Class)

2011 – 2015

Financial Alliance Quality Class (Eminence Class)

(5th) 2012/(4th) 2013/(1st) 2014

Top Weighted Premium

(1st) 2012/(2nd) 2013/(1st) 2014/(1st) 2015

Top New AUA

2014

Manager of the Year

(1st) 2014/(1st) 2015

Top FAD Group Manager

(1st) 2014/(2nd) 2015

Top Direct Group Manager

(1st) 2014/(3rd) 2015

Top ANBI

2015

Top Recruiter

  • Bachelor of Social Sciences with Honours (Economics), NUS
  • Certified Financial Planner (CFP®)
  • Life Underwriter Training Council Fellow (LUTCF)
Contact Me
Group 18 (1)

Mobile App for Financial Compass