Kuala Lumpur, Selangor and Penang
English, Chinese, Bahasa Malaysia
Financial Adviser’s Representative (FAR)
Capital Market Services Representative License (CMSRL)
I have been in the financial services industry since 2013 as an insurance and wealth advisor with Great Eastern. From there, I pursued further studies in Registered Financial Planner (RFP) with Malaysian Financial Planning Council (MFPC) in 2016. Currently I am practicing fee-based financial advisory services in VKA Wealth Planners Sdn. Bhd.
I strongly believe in the ability of financial planning to make a difference in people’s lives. This belief together with my passion has helped me to achieve remarkable results in my financial planning career as a Licensed Financial Planner so far.
During my 7 years of experience in the industry, I amassed a large clientele of millennials, professionals, and people from all walks of life who are now in better control of their personal finances. To date, I have been providing wealth management services to more than 300 clients.
My view for financial planning is that it is a habit building journey. Once a person has the habit to discipline and follow the plan and process, a great financial life will follow.
To any interested person reading this, I would say that my services and guidance will hand hold you all the way with regular financial health checks, complete implementation, monitoring and ongoing support.
I look forward to meeting you at an initial discovery meeting, which is complimentary. This is an important opportunity for both of us to decide if we will make a good financial team.
When we meet, I have no doubt that you will find me to be comfortable talking to and confident to work with and that both of us will most likely make a good fit.
So what are you waiting for? Contact me today! 😊