Wilayah Persekutuan Kuala Lumpur - Bukit Bintang
Phillip Wealth Planners Sdn Bhd
CMSRL/B0600/2010, FIMM : 043-020885, FPAM : C001598
Range of fee
from RM500 up to RM6,000
I am a Licensed Financial Planner (CFP) with a CMSRL under Securities Commission and IFA licensed under BNM for the past 15+ years; a MBA Finance graduate from University of HULL (UK); a former Associate Institute of Bankers Malaysia; and an accounting diploma ACCA graduate.
My years of banking experiences have given me invaluable insights into challenges faced by many SME/SMI and public listed companies (PLCs) and individuals dealing with business loans, mortgages, wealth management and banking matters including corporate finance in listed PLCs. I was a former senior banker having worked in several commercial banks like CIMB, AMBANK, Southern Bank, MBF Group, and a merchant bank namely, MIM Investment Bank in EON Banking Group for past 25 years and appointed direct unit manager in AIA Bhd for 5 years previously. Now I am focused on helping others fulltime in financial planning.
I am passionate about promoting financial literacy; helping those who desire happiness; and financial independence. Presently I serve as a Wealth Planning Director in Phillip Wealth Planners Sdn Bhd since 2010. I am also a qualified HRDF wealth management trainer cum former AKPK financial educational trainer helping to train many fresh graduates, civil servants, life planners, and the public.
Comprehensive Plan (covers all aspects of planning your personal finances and life goals),
Financial Security (ensuring stable stream of income for individual / family),
Credit Protection (debt and contingency planning),
Retirement Planning (pre and post retirement planning, management of retirement fund),
General Accumulation / Emergency Money (management of savings for other use)
LanguagesEnglish Mandarin Bahasa Malaysia Cantonese
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