Selangor, Kuala Lumpur
Coreplus Advisory Sdn Bhd
Range of fee
from RM800 up to RM5,000
Greetings! I hold a Bachelor of Science degree from Michigan State University, the USA in 2004. I began my career as a Unit Trust Consultant in 2005 and currently a Financial Planner with Coreplus Advisory. I have been a qualified Certified Financial Planner (CFP) since 2012.
I have had 14 years of experience in the Unit Trust prior to joining financial planning industry. Due to our growing educated clients that need proper financial advice rather than just product selling, I began to prepare myself for the journey of getting myself qualified as a CFP since 2007.
Financial planning and investment had been my interest during the days of my tertiary education. It enables me to provide financial solutions in a broader view and a broader platform for my clients. By venturing into the financial planning career I hope to share the knowledge I have to benefit others.
Comprehensive Plan (covers all aspects of planning your personal finances and life goals),
Financial Security (ensuring a stable stream of income for individual/family),
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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