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Melissa Loo

Senior Financial Services Consultant

Estate & Succession Practitioner

CFP®

IBF

MDRT

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My Story

Melissa graduated with a First Class Honours in both her Bachelor of Accountancy and Bachelor of Business (Banking and Finance) degrees from Nanyang Technological University in 2013. She was a Nanyang Scholarship recipient holder for the tenure of her university studies. 

With 11 years of experience and counting as a Financial Services Consultant at AIA Singapore and a Precepts Estate Planner at Precepts Legacy, Melissa plans for her clients' financial future for their insurance and retirement goals, as well as estate planning needs for the next generation. Her clients include professionals, business owners, families, as well as companies for employee insurance benefits.  

Melissa’s passion is to empower women in making better financial decisions. She loves what she does for a living, and her competence and passion is shown in the many testimonials and referrals she has received from clients for the work she has done with them, as well as the prestigious Million Dollar Round Table accolade. 

Also an avid gym junkie and a Certified Personal Trainer, Melissa’s personal goals are to help people around her as well with their fitness goals, especially postpartum women. Melissa also loves painting landscapes in her free time, and her favourite mediums are oil and watercolour. 

Industry Achievements: 

Million Dollar Round Table (2021, 2023 - 2024) 

Industry Certifications: 

Certified Financial Planner (CFP, 2018) 

Certified Personal Trainer (NCSF, 2023) 

Certified Estate & Succession Practitioner (2017) 

Company Specific Achievements: 

AIA Million Dollar Club Gold (2014 - 2019) 

AIA Million Dollar Club Platinum (2022, 2023) 

AIA Million Dollar Club Superstar (2020) 

AIA Budapest Convention (2023) 

AIA Iceland Convention (2022) 

AIA Moscow Convention (2020) 

AIA Athens Convention (2019) 

AIA Los Angeles Convention (2017) 

AIA Istanbul Convention (2014) 

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