Joel Teo Email
Financial Consultant @ AIA Financial Advisers
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Joel Teo Location
- Singapore
Joel Teo Work
- Financial Consultant @ (November 2025 - Present)
- Lead, Distribution Compliance Analytics and Reporting @ (May 2025 - September 2025)
- Distribution Monitoring Analyst, Compliance @ (July 2023 - May 2025)
- Senior Financial Consultant @ (May 2021 - April 2023)
- Financial Consultant @ (September 2019 - May 2021)
- Credit Officer @ Accolade Advisory Asia Pte Ltd (September 2016 - September 2017)
- Runners up for Mentholatum Marketing Competition @ (April 2016 - August 2016)
- Internship @ (March 2016 - April 2016)
- Sales Promoter @ Various IT Shows (January 2013 - January 2016)
- Event Assistant @ (December 2015 - December 2015)
- Sales Associate @ (September 2014 - October 2014)
Joel Teo Education
- The American College of Financial Services
Chartered Financial Consultant - Module 1 (2, 3, 4&5, ChFC01 Financial Planning: Process and Environment ChFC02/DPFP02 Risk Management, Insurance and Retirement Planning ChFC03/DPFP03 Tax, Estate Planning and Legal Aspects of Financial Planning ChFC04/DPFP04 Investment Planning ChFC05/DPFP05 Personal Financial Plan Construction)
2020-2024 - Vertical Institute
Data Analytics Bootcamp (Data Analytics)
2023-2023 - JCube Institute
(Introduction to Python Exploratory Data Analysis Python for statistics Supervised Machine Learning Unsupervised Machine Learning)
2023-2023 - Advent Connect Pte Ltd
Certificate of Completion (Detailed Retirement Plan Construction taking into account relevant trends and knowledge of how the CPF system works)
2022-2022 - RMIT University
Bachelor of Business (Economics and Finance) (Finance, General)
2020-2022 - Singapore Polytechnic
(Diploma in Business Administration)
2014-2017 - Singapore Polytechnic
Diploma Plus - Healthcare Innovation with Design Thinking (Modules taken: - Entrepreneurship & Presentation - Innovation & Design Thinking - Health Innovation Project (client based project with NKF))
2014-2015 - Fairfield Methodist School (Secondary)
(The Boys Brigade 33rd Singapore Company Sergeant - Squad Leader Position (2013-2014) Caretaker of Secondary 1 boys during activity hours Drill Instructor (Responsible for teaching my squad and training them in drill) Orientation Program Planning Community Secondary 1 Training Camp Planning and execution Community Seniors Farewell Program Planning Community)
2010-2013
Joel Teo Summary
- Joel Teo, based in Singapore, is currently a Financial Consultant at AIA Financial Advisers. Joel Teo brings experience from previous roles at Prudential Assurance Company Singapore. Joel Teo holds a 2020 - 2024 Chartered Financial Consultant - Module 1 in 2, 3, 4&5, ChFC01 Financial Planning: Process and Environment ChFC02/DPFP02 Risk Management, Insurance and Retirement Planning ChFC03/DPFP03 Tax, Estate Planning and Legal Aspects of Financial Planning ChFC04/DPFP04 Investment Planning ChFC05/DPFP05 Personal Financial Plan Construction @ The American College of Financial Services. Joel Teo has 1 emails on RocketReach.
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