Junesan Lim, CMSRL, CFP, FiMM, MBA

Profile image

Location

KL Sentral, Kuala Lumpur

Firm

Phillip Wealth Planner Sdn Bhd

License number

eCMSRL/B6620/2016

Range of fee

from RM500 up to RM3,000

About Junesan Lim, CMSRL, CFP, FiMM, MBA

Experienced Wealth Management Advisor with a demonstrated history of working in the financial services industry. Skilled in Contact Centers, Management, Financial Risk, Risk Management and Strategic Planning. Strong finance professional with a Certified Trainer focused in Train The Trainer from Systematic Competency Alliance S/B.

Mission & Vision:
Customer 1st, Maxismise Value with an affordable fee.
Optimised resources, I'm also a customer all the time

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)

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)


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