Wong Swee Pin, RFP

Profile image


Petaling, Selangor


Whitman Independent Advisors Sdn Bhd

License number


Range of fee

from RM3,000 up to RM10,000

About Wong Swee Pin, RFP

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

Area of Expertise

Comprehensive Plan (covers all aspects of planning your personal finances and life goals)

Family Office (holistic family management)

Share this planner