About Us

Keith Wong

RFP, Shariah RFP

Kuala Lumpur, Selangor.


Spoken Language

English, Bahasa Malaysia, Chinese, Cantonese


Financial Adviser’s Representative (FAR)

Capital Market Services Representative License (CMSRL)


About Keith Wong

Hello there, I am a specialized Financial Planner and Financial Advisor with years of experience in the banking industry. I hold a Bachelor of Arts degree in Marketing and I am also a Registered Financial Planner (RFP) and a Shariah Registered Financial Planner (SRFP) certified by MFPC.

My passion for finance and investment led me to pursue a career in the banking industry, where I gained extensive knowledge and expertise in financial planning and advisory services. I have helped numerous individuals and businesses achieve their financial goals and make informed decisions about their investments.

As a Financial Planner and Advisor, I am committed to providing personalized and comprehensive financial solutions that meet the unique needs and goals of my clients. I believe in building strong relationships with my clients, and I work closely with them to understand their financial situation, assess their risk tolerance, and develop a customized financial plan that aligns with their objectives.

I am constantly keeping up with the latest trends and developments in the financial industry, and I leverage my knowledge and expertise to provide my clients with the best possible financial advice and guidance. If you are looking for a dedicated and knowledgeable Financial Planner and Advisor, I am here to help you achieve your financial goals and secure your financial future.


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