Client Profile
Who They Are
Daniel Heng is a Senior Personal Wealth Manager and an estate and succession practitioner. He is an authorised representative of AIA Financial Advisers Pte Ltd under the LSY Group. He began advising in 2020 and works mainly with working professionals, their families and business owners who need a succession plan.
He holds Associate Estate Planning Practitioner, Institute of Banking and Finance Qualified and Associate Financial Consultant accreditations, along with Court of the Table, Million Dollar Round Table and International Dragon Awards. Three philosophies guide his practice: motivation for service, not being about the awards, and gratitude for the help of others.




