Alwin Yau Min Sin, CFP

About Alwin Yau Min Sin, CFP

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.