Patrick Teo

Adviser Mentor | Avallis Financial

About Me

I'm a Senior Financial Planner at Avallis Financial Pte Ltd, where I help individuals and families in Singapore build secure financial futures through thoughtful, forward-looking planning strategies. With a commitment to continuous learning and a reputation for trustworthiness, I take pride in understanding each client's unique circumstances and aspirations. My approach combines technical expertise with genuine care, ensuring clients feel confident in their financial decisions both today and for the years ahead.

Known for my analytical mindset and dedication to staying ahead of industry trends, I specialize in retirement planning, insurance planning and investment. I believe in empowering clients through education and transparency, making complex financial concepts accessible and actionable. Based in Singapore, I'm committed to helping clients navigate their financial journeys with clarity and confidence.

MAS Rep: TKB100073674

Professional Languages: English | Mandarin | Hokkien

BComComputing (Dean's Honor List), University of Southern Queensland

Get In Touch

My Accolades

  • IFPAS

    Associate Financial Consultant (AFC)

  • AEPP

    Associate Estate Planning Practitioner

My Professional Services

  • Insurance Planning

    We match cover to your real obligations and review it as they change, so your family and your assets stay protected wherever you are based.

  • Investment Planning

    We build evidence-led portfolios around your goals and life purpose. Managed from Singapore with the reach to handle wealth across borders.

  • Legacy & Estate Planning

    We help families pass on wealth across generations, including complex situations and assets held in more than one country.

In Their Words

  • Clover Luo

    “Working with Patrick from Avallis Financial was a truly exceptional experience. His professionalism, expertise, and attention to detail made a lasting impression.

    Patrick took the time to understand my insurance needs, provided expert guidance, and simplified complex concepts. Throughout the process, he was responsive, keeping me informed and ensuring a smooth application.

    Thanks to Patrick and Avallis Financial, I now have comprehensive coverage that brings me peace of mind. I highly recommend Patrick as an insurance adviser for his outstanding service and knowledge. Avallis Financial is a company that prioritizes their clients' best interests.”

  • Emmett Marsh

    SALES MANAGER

    Focused, approachable, and driven by results, our sales manager is all about building strong relationships. They help connect people to the right solutions—with clarity and care.

  • Eleanor Parks

    MARKETING DIRECTOR

    Creative and strategic in equal measure, our marketing director brings fresh ideas to every campaign. They turn insights into action and help our message resonate with the right audience.

  • Karl Holland

    CUSTOMER SERVICE MANAGER

    Friendly, attentive, and always ready to help, our customer service manager ensures every interaction is a positive one. They keep communication clear, timely, and human.

Speak with me directly

Tell me what you are working towards, and I’ll take it from there.

Whether you have a question about your existing investments, want a second opinion on a policy, or are ready to start planning for your future, a short note is enough to start.