As a CFP Professional™, Yvonne holds the Bank Negara Malaysia Financial Adviser Representative (FAR) License and the Capital Markets Services Representative’s License (CMSRL) from Security Commission Malaysia to carry on financial planning and investment activities with one or more regulated investment solutions on behalf of her principals. She is also a Certified Member of Financial Planning Association of Malaysia (FPAM) after completing her CERTIFIED FINANCIAL PLANNER™ certification.
She embarked her journey to pursue CFP® certification in line with her passion to serve her clients with their interests at the utmost priority. She believes in offering independent, unparallel and unbiased advice to her clients. With her current role, she has the right tools and solutions to fulfill this for her clients. Prior to her role as LICENSED FINANCIAL PLANNER, she has been in the insurance industry for more than 10 years and as unit trust adviser for over 5 years.
Her vision is to provide clients with good financial plan that leads them to succeed in their journey to achieve their financial goals.
“A good financial plan is a road map that shows us exactly how the choices we make today will affect our future.”
–Alexa Von Tobel
作为 CFP™ 专业人士、,Yvonne 持有马来西亚中央银行（BNM）的持牌财务顾问代表（FAR）和马来西亚安全委员会颁发的资本市场服务代表执照（CMSRL），可以代表她的委托人使用一种或多种受监管的投资解决方案进行财务规划和投资活动.在完成 CERTIFIED FINANCIAL PLANNER™ 认证后，她也是马来西亚财务规划协会 (FPAM) 的认证会员。
她怀着将客户的利益放在首位的热情，踏上了追求 CFP® 认证的旅程。她相信为客户提供独立、无可比拟和公正的建议。以她目前的角色，她拥有合适的工具和解决方案来为她的客户实现这一目标。在担任持牌财务规划师之前，她在保险业工作了 9 年多，并担任单位信托顾问超过 5 年。
她的愿景是为客户提供良好的财务计划，引导他们在实现财务目标的过程中取得成功。
“一个好的财务计划是一张路线图，可以准确地向我们展示我们今天做出的选择将如何影响我们的未来。”
–Alexa Von Tobel
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As a CFP Professional™, Yvonne holds the Bank Negara Malaysia Financial Adviser Representative (FAR) License and the Capital Markets Services Representative’s License (CMSRL) from Security Commission Malaysia to carry on financial planning and investment activities with one or more regulated investment solutions on behalf of her principals. She is also a Certified Member of Financial Planning Association of Malaysia (FPAM) after completing her CERTIFIED FINANCIAL PLANNER™ certification.
She embarked her journey to pursue CFP® certification in line with her passion to serve her clients with their interests at the utmost priority. She believes in offering independent, unparallel and unbiased advice to her clients. With her current role, she has the right tools and solutions to fulfill this for her clients. Prior to her role as LICENSED FINANCIAL PLANNER, she has been in the insurance industry for more than 10 years and as unit trust adviser for over 5 years.
Her vision is to provide clients with good financial plan that leads them to succeed in their journey to achieve their financial goals.
“A good financial plan is a road map that shows us exactly how the choices we make today will affect our future.”
–Alexa Von Tobel
作为 CFP™ 专业人士、,Yvonne 持有马来西亚中央银行（BNM）的持牌财务顾问代表（FAR）和马来西亚安全委员会颁发的资本市场服务代表执照（CMSRL），可以代表她的委托人使用一种或多种受监管的投资解决方案进行财务规划和投资活动.在完成 CERTIFIED FINANCIAL PLANNER™ 认证后，她也是马来西亚财务规划协会 (FPAM) 的认证会员。
她怀着将客户的利益放在首位的热情，踏上了追求 CFP® 认证的旅程。她相信为客户提供独立、无可比拟和公正的建议。以她目前的角色，她拥有合适的工具和解决方案来为她的客户实现这一目标。在担任持牌财务规划师之前，她在保险业工作了 9 年多，并担任单位信托顾问超过 5 年。
她的愿景是为客户提供良好的财务计划，引导他们在实现财务目标的过程中取得成功。
“一个好的财务计划是一张路线图，可以准确地向我们展示我们今天做出的选择将如何影响我们的未来。”
–Alexa Von Tobel
- Cash Flow Analysis (现金流量分析)
- Net Worth Analysis (净资产分析)
- Financial Ratio Analysis (财务比率分析)
- Debt Evaluation (债务评估)
- Risk Assessment and Planning (风险评估和规划)
- Long-Term Care Planning (长期护理计划)
- Retirement Planning (退休规划)
- Children Education Planning (孩子教育规划)
- Bucketing Income for Short and Long-Term Financial Goals (为短期和长期财务目标储蓄分配建议)
- Investment Planning (投资规划)
- Taxation Analysis (税务分析)
- Integrated Estate Planning (综合遗产规划)
My Professional Qualifications and Licenses
- CERTIFIED FINANCIAL PLANNER™ ( CFP®)
- Financial Advisor Representative approved by Bank Negara Malaysia (FAR)
- Capital Markets Services Representative’s License by Securities Commission (CMSRL)
- Professional Certificate for General Insurance Agent by Malaysian Insurance Institute (PCGIA)
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