Tan Poh Hau,CFP

Profile image

Location

Selangor - Petaling Jaya

Firm

Coreplus Advisory Sdn Bhd

License number

eCMSRL/B9026/2019

Range of fee

from RM500 up to RM3,000

About Tan Poh Hau,CFP

Greetings! I hold a Bachelor of Science degree from Michigan State University, the USA in 2004. I began my career as a Unit Trust Consultant in 2005 and currently a Financial Planner with Coreplus Advisory. I have been a qualified Certified Financial Planner (CFP) since 2012.

I have had 14 years of experience in the Unit Trust and financial planning industry. 3 years right after I started my career as a Unit Trust Consultant, I realized the importance of financial planning in a wider scope. This was due to our growing educated clients that need proper financial advice rather than just product selling. Therefore, I began to prepare myself for the journey of getting myself qualified as a CFP.

Financial planning and investment had been my interest during the days of my tertiary education. However, I realized that having the knowledge of proper financial planning and investment does not give much satisfaction nor create a positive impact on the economy of society. Therefore, I ventured into the financial planning career to use the knowledge I have to benefit others.

Area of Expertise

Comprehensive Plan (covers all aspects of planning your personal finances and life goals),

Financial Security (ensuring a stable stream of income for individual/family),

Retirement Planning (pre and post-retirement planning, management of retirement fund),

Estate Planning (timely wealth distribution), General Accumulation / Emergency Money (management of savings for other use)


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