Dianne Yeo

Background

About Dianne Yeo

I'm an Independent Advisor from IPPFA, continuing my family's legacy in the Wealth Management space.I specialise in objective and holistic advice with an open architecture for a comprehensive view of your financial options, through partnerships with 90+ fund houses and 40+ insurers.Graduated from Singapore Management University with a Bachelor’s degree in Business Management, and majored in Finance with a Wealth Management specialisation.PHILOSOPHY:I adhere to an open architecture approach, allowing me to work with a wide array of financial partners. This flexibility ensures that I can offer you the best possible solutions, free from the limitations of a single provider or product line. Your financial well-being is my top priority, and I strive to create strategies that are fully aligned with your unique needs and aspirations.APPROACH:I take the time to thoroughly understand your financial situation, your dreams, and the challenges you face. Leveraging a broad network of trusted partners, I develop a comprehensive plan that addresses your current needs and anticipates future opportunities. My approach is collaborative, transparent, and deeply rooted in a commitment to your long-term success.CREDENTIALS:Education:SMU Bachelor's degree in Business ManagementFinance Major, Wealth Management SpecialisationCertifications:M6: Securities Products & AnalysisM8 & M8A: Collective Investment SchemesM9 & M9A: Life Insurance & Investment Linked PoliciesHI: Health InsurancePGI: Personal General InsuranceComGI: Commercial General InsuranceAccolades:Producers' Club 2022Producers' Club 2023Million Dollar Round Table (MDRT®) 2023Million Dollar Round Table (MDRT®) 2024