Pahang - Kuantan
GENEXUS ADVISORY SDN.BHD.
eCMSRL/c0984/2021; UTC: 713-0-20037; PRC: P-713-0-20034
Range of fee
from RM500 up to RM6,000
I started in the finance service with AIA Bhd, in 1999 as life , takaful & general insurance agent.
Join another finance service - Public Mutual Berhad in year 2009-2021.
Expert in analysis & costing in accounting for Manufacturing, Construction, Trading, Personal tax & company tax. Working as Senior Accounts Exective since year 1996.
In May 2019 I join and practiced to get the license for FAR & CMSRL with Genexus Advisory, I'm currently a representative in the East Coast Malaysia for Genexus Advisory FA team & client's service.
My mission is able to meet my client financial goal with their co-operation in telling the truth & the actions they take. I also give advice to help fulfill their life goals.
Comprehensive Plan (covers all aspects of planning your personal finances and life goals), Succession Planning (planning for business continuation), Family Office (holistic family management), Health Care Planning (medical, surgical, dental, critical illness, disability, etc for individual / family), Financial Security (ensuring stable stream of income for individual / family), Credit Protection (debt and contingency planning), Child Tertiary Education Planning (securing your children's education), 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 Hokkien Cantonese
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