Chinese, English, Bahasa Malaysia, Hokkien, Cantonese
Financial Adviser’s Representative (FAR)
Hi, I’m Jerry. After graduating with a Bachelor of Science degree in 1995, I started my career as an Engineer. However, after a few years, I found that I am more interested in the Financial Planning field, which is why I started to explore new career opportunities in the Financial Planning field around 2002.
In that same year 2002, I became a Unit Trust Consultant and at the same time, pursued my studies in CFP to enhance my knowledge and skills. I successfully obtained my CFP certification in 2009 and subsequently ventured into Insurance around 2012.
In 2015, with the aim of providing comprehensive Financial Planning services to individuals, families and corporates, I joined VKA Wealth Planners Sdn Bhd as a Financial Adviser’s Representative.
Always, I am seeking to assist individuals, families and corporates in achieving their financial goals that are tailored to their needs within a specific timeline.
It is my belief that with access to professional Financial Planning assistance through me, all can gain confidence to pursue their dreams and financial freedom.