Ivy Teo

Investment Consultant

Languages: English, Mandarin

Industry Experience: 4 years

ABOUT ME

Ivy is a Certified Associate Wealth Planner. She is enthusiastic to partner with you in your financial planning journey and assist you to achieve your financial goals! She is well experienced in Budgeting, Insurance, Investment, Tax planning and Retirement Planning. Ivy believes in long-term investing and portfolio diversification as the key strategies to achieve and level up your financial stability.

MY PROFESSIONAL SERVICES

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PROMOTIONS

 
 
Phillip 50 ×...
What’s Your Investment Style?
 
 
Receive up to...
when you subscribe to LionGlobal Short Duration Bond Fund (Active ETF SGD...
 
 
Enjoy Share Financing...
Open a margin Account to enjoy exclusive financing rates*! Receive up to...
 
 
Introducing Phillip Prestige:...
Introducing Phillip Prestige - a premier wealth experience offering exclusive privileges, curated...
 
 
Pick Your Stock...
Open a Cash Plus Account with SMART Park opt-in can enjoy rewards...
 
 
Earn 6% p.a....
when you sign up for a Qualifying Life Insurance plan.