David Neo is a seasoned professional with extensive experience in financial planning and project coordination. Currently serving as a Project Coordinator at Technics Engineering Pte Ltd since November 2013, David has also held the role of Senior Financial Planner at AXA Life Insurance since January 2016, where expertise is utilized in retirement readiness and smart tax planning for Indian expats in Singapore. Additionally, as a Financial Services Consultant at HSBC since February 2022, David focuses on simplifying financial planning for Indian expats and Singaporeans, emphasizing CPF strategies, tax efficiency, and insurance claims. David holds a Bachelor of Science degree in Mathematics and Economics from the Singapore Institute of Management, earned between 2014 and 2017.
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