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Need Advice?

Meet Your #ChooseIndependent
Financial Adviser Representative


Chloe NEO

Associate Director

About Chloe NEO

With over 15 years of dedicated experience in the banking and financial services industry, I have established a proven track record of success in leading teams to achieve sales management excellence. My leadership style emphasizes collaboration, mentorship, and a commitment to fostering high-performing teams.

I am deeply passionate about training and coaching advisors who aspire to become impactful speakers in the financial planning industry. Guided by the belief in "The Power of Gratitude," I approach every aspect of my work with appreciation for the opportunities to make a positive impact. I am dedicated to empowering my team members to excel, fostering a culture of continuous learning, and inspiring others through public speaking engagements on topics of financial planning and personal growth. Let's connect and explore how we can collaborate to achieve mutual success.

Key Strengths:
* Leadership Excellence: Known for my strong leadership abilities, interpersonal skills, and talent for motivating and managing teams to excel. I have a proven track record of cultivating high-performing relationship managers who consistently surpass targets and deliver exceptional results.
* Extensive Financial Expertise: With a deep understanding of financial planning, wealth management products, banking operations, financial costing, and P&L management, I leverage my knowledge to craft and execute impactful business strategies, driving profitability and success.
* Passionate Public Speaker: As a passionate advocate for public speaking, I specialize in delivering value-added presentations to diverse audiences, including the public, corporate clients, and stakeholders. I believe in sharing insights and knowledge to empower others to achieve their financial goals and aspirations.

Frequently Asked Questions

For “INDEPENDENT” Financial Advisory firms such as Financial Alliance, its financial advice must be free from the undue influence of higher remuneration and/or meeting sales quotas. In other words, financial advice from Financial Alliance is given solely in clients’ interests.

A financial advisory (FA) firm wishing to use the word “INDEPENDENT” – as Financial Alliance does – must fulfill the conditions laid down by Monetary Authority of Singapore (MAS) at all times.

No, the mere fact that a FA Firm can sell the products from more than one insurer or business partner does not mean that the FA Firm is “independent”.

In Singapore, only a handful are “Independent Financial Advisory Firms” because only a few are able to ensure that the financial advice given is free from the undue financial influence.

As there is no such thing as an “Independent Financial Adviser” license in Singapore, IFA Firms are, in essence, “Financial Adviser” license holders who offer financial advice while being free from undue influence.

We have your best interest at heart and will leave you to make your decision. We only ask that, when you deal with a FA Firm, you find out for yourself if it is truly an IFA Firm or a FA Firm.

If impartial financial advice is what you seek, then you should only engage an IFA Firm.

At Financial Alliance, we are dedicated to offering our clients independent financial advice. Please feel free to contact us at feedback@fa.com.sg to find out how our independent financial advice would benefit you.