Klang Valley, Penang, Ipoh, Malacca, Johor Bahru
English, Chinese, Cantonese, Bahasa Malaysia
Financial Adviser’s Representative (FAR)
Capital Market Services Representative License (CMSRL)
Robert holds a Bachelor Degree in IT from Charles Sturt University, Australia. He started as an IT executive for his first job. After 1 year of being employed, he turned himself into an insurance agent as well as a Unit Trust Consultant.
Up to today, he has more than 18 years of financial advisory experience, holding Full Licensed Financial Planner by Bank Negara Malaysia, Securities Commission as well as FIMM. His decision to upgrade from a typical agent to a LFP is primarily because he desires to provide unbiased solutions to his clients
His forte is assisting individuals in taking charge of their financial situation by making the right financial decisions.
Along his 18 years in this career, he has helped more than 500 young families as well as 2000 individuals to achieve their financial independence & time freedom.
Robert is always more than happy to talk with you about financial planning or related issues for your awareness and benefit without any pressure.