PLANNING IS BRINGING THE FUTURE INTO THE PRESENT - YOU CAN DO SOMETHING ABOUT IT NOW
About Us

Tracy Lam

RFP
Location

Kuala Lumpur, Selangor, Negeri Sembilan.

Spoken Language

English, Bahasa Malaysia, Chinese, Cantonese

License

Financial Adviser’s Representative (FAR)

Capital Market Services Representative License (CMSRL)

About Tracy Lam

Graduated from University Tunku Abdul Rahman in Bachelors Degree of Business Information System.

Previously, she was a Manager in an Investment Bank and has been in the financial services and investment industry for 16 years. To further specialise in the financial industry, she became a member of the Malaysian Financial Planning Council (MFPC) in 2018 and obtained her professional qualification “Registered Financial Planner” (RFP) in 2019.

As a licensed financial planner, she provides unbiased and suitable solutions related to their financial planning at their best options. Her passion is to help individuals and families to achieve financial security and confidence to pursue their dream.

I am looking forward to meeting any interested persons for an initial engagement. To schedule your complimentary meeting, kindly contact me today.

 

Specialises In

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Number of Clients Advised
0
Years of Experience

Achievements

Award photo 2
Your Financial Bridge for Life