Annie Wong 黄如金
License No.: eCMSRL/C0089/2020
小红帽理财规划师 | Your Personal Financial Coach
Annie is a passionate trainer who was inspired by her idol to teach what she learned and to give what she earned. She has more than 10 years of experience in the field of training and SME business consulting.
She graduated with a Bachelor in Science from Campbell University Summa cum laude (First Degree Distinction). She was awarded book prizes and Matthew Bailey Prize Award due to her distinguished academic performance. She then pursued her career switch from a Pharmaceutical Regional Manager to a Financial Consultant.
Currently, Annie is an internationally recognized Certified Financial Planner (CFP Professional) cum International Certified Professional Trainer (ICPT, IPMA, UK). She is a CMSRL Financial Planner (Licensed by Securities Commission Malaysia) and has impacted people financially. She is now one of the core trainers in the Certified Financial Coach Program and is the only accredited Color Accounting Trainer, who can train in both English and Mandarin.
Events
My Testimonials
Liew Muh Fuei
Technical Manager
Wilson Yap Eng Chean
Administration in Singapore Government-linked Company
How Fu Yaw
Business Owner
Farah Syifa
Account Executive
Siva Balan
Business Owner
Jean Yap
Account Executive in Singapore
Jasmine Chin
Business Owner
Steven Tan
Business Owner of Trillion Group Plt
Water Loo
Managing Director of WaterLoo Design Sdn Bhd
Mala Chelvi
Business Owner
Helen Teoh
Account Executive in a Labuan Company
Yip Siow Hui
Head of R&D
Annie is a passionate trainer who was inspired by her idol to teach what she learned and to give what she earned. She has more than 10 years of experience in the field of training and SME business consulting.
She graduated with a Bachelor in Science from Campbell University Summa cum laude (First Degree Distinction). She was awarded book prizes and Matthew Bailey Prize Award due to her distinguished academic performance. She then pursued her career switch from a Pharmaceutical Regional Manager to a Financial Consultant.
Currently, Annie is an internationally recognized Certified Financial Planner (CFP Professional) cum International Certified Professional Trainer (ICPT, IPMA, UK). She is a CMSRL Financial Planner (Licensed by Securities Commission Malaysia) and has impacted people financially. She is now one of the core trainers in the Certified Financial Coach Program and is the only accredited Color Accounting Trainer, who can train in both English and Mandarin.
Annie's unique science background enables her to simplify complex financial matters and communicate them effectively to clients of all backgrounds, even a 10-year-old child can understand. Her lively approach and exceptional service have earned her more than 100 five-star Google reviews. Despite her impressive achievements, Annie remains true to her values, prioritizing her mission over personal gains.
Determined to enhance Malaysians' Financial Intelligence on a grand scale, Annie authored the book "Getting Wealthier than Your Peers in the Next 10 Years."《10年后比你的同学更有钱》 Her areas of expertise encompass Personal Finance, Corporate Accounting, Taxation and Investment.
Certified Financial Planner
Certified Financial Coach
Certified Professional in Taxation
International Certified Professional Trainer
HRDC Accredited Trainer
My Event
Testimonials
Liew Muh Fuei
Technical Manager
Wilson Yap Eng Chean
Administration in Singapore Government-linked Company
How Fu Yaw
Business Owner
Farah Syifa
Account Executive
Siva Balan
Business Owner
Jean Yap
Account Executive in Singapore
Jasmine Chin
Business Owner
Steven Tan
Business Owner of Trillion Group Plt
Water Loo
Managing Director of WaterLoo Design Sdn Bhd
Mala Chelvi
Business Owner
Helen Teoh
Account Executive in a Labuan Company
