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Marshall Wong
License No.: ABCD 12345
Financial Planner, CFP CERT TM
Welcome to my Page!
About
Specialties
Achievements
𝗛𝗲𝗿𝗲’𝘀 𝗮 𝘀𝘂𝗺𝗺𝗮𝗿𝘆 𝗮𝗯𝗼𝘂𝘁 𝗺𝘆𝘀𝗲𝗹𝗳:
Licensed Financial Planner
Web Designer
𝗦𝗼𝗺𝗲 𝗼𝗳 𝗺𝘆 𝗵𝗼𝗯𝗯𝗶𝗲𝘀:
Aquascaping
Diving
Outdoor activities
𝗧𝗵𝗶𝗻𝗴𝘀 𝘁𝗵𝗮𝘁’𝘀 𝗮𝗹𝘄𝗮𝘆𝘀 𝗼𝗻 𝗺𝘆 𝗺𝗶𝗻𝗱:
Goals and plans
Food
Personal growth
My Licenses/Certification
- ACCA (Associate of Chartered Certified Accountants)
- Financial Planning – Securities Commission Malaysia
- Financial Adviser Representative – Bank Negara Malaysia
Media Appearance
- CityPlusFM (2018) – “Financial Gym – Keeping your financial health FIT”
- Vulcan Post (2018) – “This gym doesn’t help you get fit, but makes your bank account fatter”
- BFM (2019) – “Direct Insurance – commission free insurance”
- TheEdge (2019) – “More than one route to car ownership”
- TheSun (2020) – “Insurance covers only treatment, not quarantine”
- TheEdge (2020) – “Avoid dipping into retirement savings, if possible”
- TheEdge (2021) – “New generation of financial planners”
- TheEdge (2021) – “Rise of play-to-earn blockchain games”
0
Clients under my Care
S$
0
Total Sum Assured Under My Care
0
Families
Family under my care
Events
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My Testimonials
Welcome to my Page!
𝗛𝗲𝗿𝗲’𝘀 𝗮 𝘀𝘂𝗺𝗺𝗮𝗿𝘆 𝗮𝗯𝗼𝘂𝘁 𝗺𝘆𝘀𝗲𝗹𝗳:
Licensed Financial Planner
Web Designer
𝗦𝗼𝗺𝗲 𝗼𝗳 𝗺𝘆 𝗵𝗼𝗯𝗯𝗶𝗲𝘀:
Aquascaping
Diving
Outdoor activities
𝗧𝗵𝗶𝗻𝗴𝘀 𝘁𝗵𝗮𝘁’𝘀 𝗮𝗹𝘄𝗮𝘆𝘀 𝗼𝗻 𝗺𝘆 𝗺𝗶𝗻𝗱:
Goals and plans
Food
Personal growth
My Specialties
Achievements
My Licenses/Certification
- ACCA (Associate of Chartered Certified Accountants)
- Financial Planning – Securities Commission Malaysia
- Financial Adviser Representative – Bank Negara Malaysia
Media Appearance
- CityPlusFM (2018) – “Financial Gym – Keeping your financial health FIT”
- Vulcan Post (2018) – “This gym doesn’t help you get fit, but makes your bank account fatter”
- BFM (2019) – “Direct Insurance – commission free insurance”
- TheEdge (2019) – “More than one route to car ownership”
- TheSun (2020) – “Insurance covers only treatment, not quarantine”
- TheEdge (2020) – “Avoid dipping into retirement savings, if possible”
- TheEdge (2021) – “New generation of financial planners”
- TheEdge (2021) – “Rise of play-to-earn blockchain games”
0
Clients under my Care
S$
0
Total Sum Assured Under My Care
0
Families
Family under my care
Testimonials
Contact Me
ACKNOWLEDGEMENT
By submitting this form, I confirm that
- I have read and understood FA Advisory Sdn Bhd.’s (FAA) Personal Data Policy, and hereby give my acknowledgement and consent to FAA to use my personal data in accordance with FAA’s Personal Data Policy.
- I have read and understood the disclaimers above and hereby affirm my acceptance of these terms.
- I have not been directly contacted or approached by any representative or employee of FAA with an offer or solicitation to apply for any financial products not offered in my home country.
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