English, Malay, Chinese, Cantonese, Hokkien
Financial Adviser’s Representative (FAR)
Capital Market Services Representative License (CMSRL)
Sum is your trusted Licensed Financial Planner. She joined the financial industry as Unit Trust Consultant in year 2010 and in 2012, she has furthered her financial journey by getting her insurance license. She has a strong determination to help everyone customize their financial goal with various plans and products. With that, she proceeded to get her CFP license in year 2018. Since then, she has personalized numerous insurance and investment plans for her customers.
“I strive to provide customer-oriented services which place your satisfaction at the core of each decisions and prioritizes on helping you to meet your long-term needs and wants. I am a strong believer of individuality hence my goal is to provide you with all your options so that your choice won’t be limited and can decide according to your individual demands and suitability.”
Life is the sum of all your choices and let Sum provide you with all your options.
Contact Sum to talk more!