Margaret Chuah, CFP

Profile image

Location

Selangor, Petaling Jaya

Firm

UOB Kay Hian Wealth Advisors Sdn Bhd

License number

eCMSRL/B9684/2020

Range of fee

from RM10,000 up to RM10,000

About Margaret Chuah, CFP

I started off my career in the banking industry after graduated from Monash University, Australia, and has gained many years of experience in both local and international banks. In order to achieve an optimal balance in life, later I decided to leave the comfort zone and join the insurance industry. Since then I have built numerous long-lasting relationships with my clientele. With my exceptional level of service, I consistently get strong recommendations and reviews from my clientele. Besides, I have won many awards and incentives, including convention trips to London, Paris, Taiwan, Macau, Bali and Bangkok as well as the prestigious Million Dollar Round Table (MDRT) award.
In order to provide a better independent financial advisory service to my clientele, I have later pursued the Registered Financial Planner (RFP) program and have successfully obtained the RFP designation. Subsequently, I have acquired the Financial Advisers’ Representative License by Bank Negara and Capital Markets Services License (CMSL) by the Securities Commission. Currently, I m a licensed Financial Adviser at Standard Financial Advice Sdn Bhd.

Area of Expertise

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 a 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)


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