Edward Ooi

Chief Investment Advisory Officer

Edward Ooi has over 20 years of wealth management experience covering sales, marketing and distribution development. He brings with him an immense experience in managing distribution channels covering Institutional Sales, Agency Distribution, Regional Distribution, Agency Admin and Development.

He is well-known in the market and has worked with most of the banks, independent financial advisers and tied unit trust agencies in the market. Edward Ooi holds a Bachelor of Business Administration Degree majoring in Marketing and Management from University of Central Oklahoma, United States of America. He is a Certified Financial Planner (CFP CERT TM) professional and also a qualified and licensed Financial Planner by Securities Commission (SC) Malaysia.

He was previously attached to a multinational asset management company as Chief Executive Officer and was responsible in building the Unit Trust business as well setting up the Private Retirement Scheme division.

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