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From Central Banker to Private Banker to Financial Adviser

Melissa Neo KH 梁巧芬

Consultant FAQC Badge

REP No.: NKH100041652

Senior Financial Advisory Manager

I have over 30 years of experience in the financial services industry, beginning my career with the Insurance Commissioner’s Department of the Monetary Authority of Singapore. I later transitioned to private banking with Merrill Lynch International Bank before joining Financial Alliance as a financial adviser in 2005.

My passion lies in assisting clients with wealth protection, wealth creation, and retirement planning. I prioritize building strong relationships by understanding each client’s unique financial circumstances and needs before offering tailored solutions. The majority of my new clients come from referrals by satisfied clients—a testament to the quality of my advisory services. My diverse clientele  ranges from fresh graduates to retirees, including entrepreneurs, bank professionals, fund managers, homemakers, educators, as well as medical and dental specialists.

With the support of one of the largest financial advisory firms, I have access to an extensive range of financial products and solutions, enabling me to craft personalized strategies for my clients. My commitment is to serve as a trusted and skilled adviser, guiding my clients through their financial journeys and helping them achieve their goals with confidence and peace of mind.

For a 1:1 consultation, please contact me on WHATSAPP.

As a Financial Adviser
> 0 years
I have served
> 0 clients
Assets Under Advice
>$ 0 mio

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Testimonials

Hi Mel, glad to hear that! You’re always on top of my mind when it comes to referrals coz your knowledge and service levels are both top notch! (Melissa’s note : this is the reply from SCA after I helped her friend from Philippines to get insurance in Singapore. Subsequently, her friend referred two more couples to me.)

SCA

Private Banker

Melissa started off being just my financial advisor, but through the years, we have become friends. She has always been very professional and knowledgeable about the product offerings that are suitable for my family needs. She helped us restructure plans that make much more financial sense as my family grow into different stages of our family life cycle. Melissa puts herself in my shoes and would only recommend products that are suitable for me. It’s never about her targets or commission. Melissa is also very thorough and detailed in her follow through when it comes to any claims. She is a rock who is there during times of need.

Shirley Y.

Businesswoman

Melissa has been our family FA for many years. We have come to her for most of our family’s needs be it for health, travel and legacy planning. She has been a great help when things were needed to be expedited and claims needed to be processed. Our daughter and loved ones are also now her clients through our recommendation. She can be trusted to give unbiased advice on products which shows she has your best interests at heart. You are in good and safe hands when you have her as your FA.

Dr Damien Gerard Lee Y M

Medical Professional

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