Marshall Wong

License No.: ABCD 12345

Financial Planner, CFP CERT TM

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

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Clients under my Care
S$ 0
Total Sum Assured Under My Care
0 Families
Family under my care

My Services

Insurance Review
Investment Portfolio Review
Children Education Funding
Retirement Planning
Comprehensive Financial Planning

My Content

Everything Newlyweds Should Know about Coupling Finances
3 Ways Millennials Can Start Saving More Money
[VIDEO] Women Ready to Put Their Money to Work for Them

My Videos

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Events

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My Testimonials

My Contact

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Social

Marshall Wong

License No.: ABCD 12345

Financial Planner, CFP CERT TM

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 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

My Services

Insurance Review
Investment Portfolio Review
Children Education Funding

My Content

Everything Newlyweds Should Know about Coupling Finances
...
3 Ways Millennials Can Start Saving More Money
...
[VIDEO] Women Ready to Put Their Money to Work for Them
...

My Videos

test video
Video test 3

My Event

No data was found

Testimonials

Contact Me

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  • 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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