Bukit Bintang, Wilayah Persekutuan Kuala Lumpur
Alpine Advisory Sdn Bhd
Range of fee
from RM500 up to RM10,000
From a farm boy to a Licensed Financial Planner, Julian grew up in a farming family. As the son of a durian grower in Malacca, he had to assist his father with a long list of farming duties at a very young age. He soon realized the need to be financially independent when he left school. Without wasting time experimenting with different options, he started his career in an insurance company. With over 14 years of experience in the insurance and retail financial services industries, Julian has developed various skills in financial services. He used a fact-finding method to help his clients to recognize their financial needs and goal and provided the best service possible to his clients.
As an independent Financial Planner, Julian is determined to prioritise his clients’ needs. He believes that through the implementation of an appropriate and comprehensive financial plan, he could guide individual, family or corporate in making budgetary, savings, and investment decisions, and assist them to achieve their short- and long-term financial goals.
Julian is 2nd runner up for Malaysia Financial Planner Year Award 2019.
Comprehensive Plan (covers all aspects of planning your personal finances and life goals)
Family Office (holistic family management)
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