Felix Neoh Hock Leong, MBA (University of Strathclyde), CFP

Profile image 4.5

Location

Petaling, Selangor

Firm

Wealth Vantage Advisory Sdn Bhd

License number

eCMSRL/B6161/2015

Range of fee

from RM3,000 up to RM10,000

About Felix Neoh Hock Leong, MBA (University of Strathclyde), CFP

Felix holds a Capital Market Services Representative License (CMSRL) from the Securities Commission of Malaysia and a Financial Advisor’s Representative license from Bank Negara Malaysia. He spent over 20 years in the financial services industry and has extensive experience in the areas of personal banking and asset management. Felix was formerly head of wealth management in a leading Malaysian bank where he was responsible for managing the distribution of investment products. He also championed the development of financial planning advisory in the bank. After 3 years practicing as a licensed financial planner, Felix joined Wealth Vantage Advisory Sdn. Bhd. as Director of Products & Advisory. Felix regularly contributes articles to various financial publications and has been featured in The Edge, BFM Radio and Ringgit Sense TV3.

Area of Expertise

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

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)

Estate Planning (timely wealth distribution)

General Accumulation / Emergency Money (management of savings for other use)


Share this planner