Batu Pahat, Johor, Kuala Lumpur.
English, Chinese, Bahasa Malaysia, Hokkien
Licensed Financial Planner (LFP)
Capital Market Services Representative License (CMSRL)
I focus on your financial goals and offer the best advice for your unique situation. If you engage my services, we will work together in a goals-based manner. I am qualified to provide a comprehensive financial plan. Your needs direct the amount of financial planning services you purchase. I am also available to help you with the level of implementation as you require.
Previously, I was a Marketing Relationship Officer in Alliance Bank (M) Berhad in the financial products department. I manage the wealth of my clients in order to meet their goals and objectives.
As a Licensed Financial Planner, my advice is tailored to your needs. I develop ongoing relationships with my clients but can also offer one-time advice, give second opinions or perform a financial check-up.
I look forward to meeting you at an initial meeting. This is an important opportunity for both of us to decide if we will make a good financial team.
Visit my website to learn more about my approach to financial planning. If you would like to better understand and strengthen your financial health.
I look forward to speaking with you soon!