Jeff Lee Hong Chew

Executive Director
Synergy Financial Advisers Pte Ltd

IBF Fellow (2017)

Financial Planning

"A true financial planner is not someone that only knows what to do, it is someone that can get clients to do what they need to do now."

Biography

​Jeff believes that the financial planning industry offers numerous opportunities for individuals who are entrepreneurial, determined and client-focused. He started as a part-time insurance agent while he was an undergraduate more than 22 years ago. After graduating from NUS where he received his BBA (Hons) Degree and a M.Sc. Degree in Management. He became a full time agent and quickly rose to become a financial services director eventually.

Jeff is an avid CFP® who strongly believes in offering clients the best financial advice, built on a structured financial advisory process, and prudent risk management & sound investment strategies. Not satisfied that he could only serve his clients with a single product provider, he went independent, applied for a Financial Advisers License from MAS and co-founded Synergy Financial Advisers Pte. Ltd. in 2013 where he now serves as its Executive Director.

He also believes we have very few inferior people in this world, but lots of inferior environments. Hence he believes we should all volunteer our time and contribute effort to enrich the environment in the financial planning industry so that all practitioners could grow together. Over the last 10 years, he has volunteered his time in the Financial Planning Association of Singapore (FPAS), and serving as its Chairman of the Examination Board from 2014 to 2017.

He currently serves in the Professional Standards Committee of the Financial Planning Standard Board (FPSB) in the USA and also lectures at Singapore University of Social Sciences as its Associate Faculty.