
As a Chartered Wealth Advisor and Licensed Financial Planner regulated by Bank Negara Malaysia (BNM) and the Securities Commission (SC), I provide sophisticated financial strategy to high-net-worth individuals, families, and corporations.
With over 16 years of experience, my practice is dedicated to managing the complete life cycle of wealth. I architect tailored solutions that address the complex challenges of:
Wealth Accumulation: Deploying advanced money market strategies and high-yield investment portfolios to accelerate capital growth.
Wealth Preservation: Implementing robust corporate and personal risk management frameworks, including bespoke insurance structuring, to protect assets.
Wealth Distribution: Designing strategic plans for efficient legacy and succession planning, ensuring your wealth fulfills your long-term vision.
I currently advise on over RM300 million in Assets Under Advisory (AUA), leveraging a holistic approach that integrates capital market access, corporate insurance solutions, and talent-centric benefit programs to build financial resilience and drive sustainable growth for my clients.
I am committed to delivering institutional-grade advisory services to private clients.
You’re welcome to contact me – [Click to Connect]
Wealth Management for HNWIs & UHNWIs
Strategic Asset Allocation & Portfolio Optimization
Corporate Risk & Insurance Planning
Executive Benefits & Retention Solutions
Money Market & Fixed Income Strategies
Legacy & Succession Planning
Regulated by: Securities Commission (SC) & Bank Negara Malaysia (BNM)
2023
Allianz Malaysia Top 10 Financial Advisers Representative – 1st Runner-Up Award
2022
iFAST Global Wealth Advisers Symposium
iFAST Awards Night – Top Adviser for Corporate Solution – 1st Runner-Up
2011
Associate Estate Planning Practitioner-AEPP
资产传承规划师
As a Chartered Wealth Advisor and Licensed Financial Planner regulated by Bank Negara Malaysia (BNM) and the Securities Commission (SC), I provide sophisticated financial strategy to high-net-worth individuals, families, and corporations.
With over 16 years of experience, my practice is dedicated to managing the complete life cycle of wealth. I architect tailored solutions that address the complex challenges of:
Wealth Accumulation: Deploying advanced money market strategies and high-yield investment portfolios to accelerate capital growth.
Wealth Preservation: Implementing robust corporate and personal risk management frameworks, including bespoke insurance structuring, to protect assets.
Wealth Distribution: Designing strategic plans for efficient legacy and succession planning, ensuring your wealth fulfills your long-term vision.
I currently advise on over RM300 million in Assets Under Advisory (AUA), leveraging a holistic approach that integrates capital market access, corporate insurance solutions, and talent-centric benefit programs to build financial resilience and drive sustainable growth for my clients.
I am committed to delivering institutional-grade advisory services to private clients.
You’re welcome to contact me – [Click to Connect]
Wealth Management for HNWIs & UHNWIs
Strategic Asset Allocation & Portfolio Optimization
Corporate Risk & Insurance Planning
Executive Benefits & Retention Solutions
Money Market & Fixed Income Strategies
Legacy & Succession Planning
Regulated by: Securities Commission (SC) & Bank Negara Malaysia (BNM)
2023
Allianz Malaysia Top 10 Financial Advisers Representative – 1st Runner-Up Award
2022
iFAST Global Wealth Advisers Symposium
iFAST Awards Night – Top Adviser for Corporate Solution – 1st Runner-Up
2011
Associate Estate Planning Practitioner-AEPP
资产传承规划师
My Content
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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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