Selangor - Petaling Jaya
Coreplus Advisory Sdn Bhd
Range of fee
from RM500 up to RM3,000
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 and financial planning industry. 3 years right after I started my career as a Unit Trust Consultant, I realized the importance of financial planning in a wider scope. This was due to our growing educated clients that need proper financial advice rather than just product selling. Therefore, I began to prepare myself for the journey of getting myself qualified as a CFP.
Financial planning and investment had been my interest during the days of my tertiary education. However, I realized that having the knowledge of proper financial planning and investment does not give much satisfaction nor create a positive impact on the economy of society. Therefore, I ventured into the financial planning career to use 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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