Location
Petaling, Selangor
Firm
Whitman Independent Advisors Sdn Bhd
License number
CMSRL/B1164/2010
Range of fee
from RM3,000 up to RM10,000
I started my advisory service in year 2010. I specialise in Holistic Wealth Management for individuals and Business Owners. Client Assets under my advice was RM336,017,000. My client average asset size was RM12.4 million. We are good in preserving and optimising client's wealth with high certainty.
* Excluded from Smartfinance FP discount programme
Comprehensive Plan (covers all aspects of planning your personal finances and life goals)
Family Office (holistic family management)
Share this planner
Consult Licensed Financial Planners and
Learn to Live Your Best Financial Life
Brought to you by
Funded by
© Copyright 2017－2024 SmartFinance. All rights reserved. Powered by Artsys.
