Verified recordFinancial Services

Leon See

Associate Director (Advisory) at Infinity Financial Advisory

Based in Singapore

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Seniority

Director

Department

General Business & Management

Location

Singapore

Industry

Financial Services

Company size

252

Contact information

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Email

1 credit

l•••••••@infinityfa.com.sg

Phone

5 credits

+65 ••• •••• ••••

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Background

About Leon See

Leon is currently the Co-Founder and Executive Director of The Brand x Up Co; A consulting and operational support company aiming to revolutionize the training industry by providing entrepreneurs a peace of mind, to focus upon the value they can give to their clients. Leon is also an Executive Wealth Manager under Infinity Financial Advisory in Singapore, where he aids his clients in curating a holistic financial portfolio to fortify their finances and grow their wealth. Coming from an external audit background at one of the Big 4 Accounting Firms, Leon has played a pivotal role in leading teams that handled the financial accounts of corporate clients in various industries. These industries include, but not limited to that of Aerospace, Manufacturing, Technology and F&B. Consistently being awarded a High Performer year after year, Leon's competency and efficient performance in the financial services industry did not go unrecognized. As Leon prides himself as someone who loves to mentor and provide tangible value to others, he left the auditing sector to the training space. Coupled with his knowledge and interest in the financial sector, he also decided that he could value add to others through wealth management and investments. Leon now also imparts his knowledge in the areas of Finance, Leadership and Entrepreneurship skills through training and coaching. Book a free strategy call today to find out how you can build a holistic financial portfolio: https://tinyurl.com/leonsee92 Client Testimonials:"Thanks friend for helping to review my current policies and teaching me what’s lacking. Your explanation was super simple and easy to understand:) even though I have a family financial advisor, I’ll still go to you for additional advices cos of your genuine heart to want to help others and understand their needs. All the best in this new journey as a financial advisor that aims to put others first!""It had really been great working with Leon! He is extremely thoughtful and goes beyond in helping his clients understand their overall financial health. He truly cares for his clients and extremely patient in explaining and helping us understand what exactly we are getting into. Leon is more than just a consultant but also a true friend. With him, I am confident that I am making better choices ensuring greater security and protection!"

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Leon See Email & Phone Number @ Infinity Financial Advisory | Kipplo Discover