Biography
With 40 years of experience in the financial services industry, I bring a wealth of knowledge and expertise in holistic financial planning and portfolio management. I am dedicated to helping clients achieve long-term financial security through comprehensive, well-structured strategies tailored to their individual goals.
I hold an MBA and multiple professional certifications, including CFP, FPAM, MFPC, ACCP (Estate Planning), and FIMM, reflecting my strong commitment to excellence and continuous professional development.
Fluent in English, Bahasa Malaysia, and Tamil, I provide personalized and effective financial guidance to clients from diverse backgrounds.
Outside of work, I am actively involved in social work and enjoy cycling, yoga, and golf, maintaining a balanced and fulfilling lifestyle.
Areas of Expertise
Years of Experience as advisor: 40 years
Holistic Financial Planning
Portfolio Management
What I do outside of work for fun
- Social Work
- Cycling
- Yoga
- Golf
Certifications & Memberships
- MBA
- CFP
- FPAM
- MFPC
- ACCP (Estate Planning)
- FIMM
