Wong Sai Yee
License No.: eCMSRL/B6176/2015
Senior Financial Consultant
Hi! I am a qualified and licensed Financial Planner. I used to be an engineer, but then I discovered my interest in finance after attending a non-job-related training in my previous engineering firm. After leaving my company which I worked for 18 years, I decided to venture into the financial planning industry in 2014. Even though my career change into a totally different field, I still carry my DNA like an R&D engineer, which continuously study and research the solutions that best suit the needs of my clientele. With my 8 years of experience, I have helped more than 150 individuals and families who need proper and unbiased advice in their money matters. I believe in helping people, especially those who are not savvy financially. I feel great after resolving their financial worries and guiding them towards achieving their financial goals. In addition, I am also a certified HRDF trainer and has given numerous talks and training on personal financial planning to the public and various companies.
If you would like to have a private discussion, book now.
LICENSES :
Capital Markets Services Representative Securities Commission Malaysia (No. eCMSRL/B6176/2015)
Financial Adviser’s Representative Bank Negara Malaysia (Approved since Jan 2015)
Corporate Unit Trust Adviser Representative Federation of Investment Managers Malaysia (No. 710-0-20029)
Corporate PRS Adviser Representative Federation of Investment Managers Malaysia (No. P-710-0-20025)
My Testimonials
Ms. Rachel
Senior Engineer
Ms. Siew
HR Director
Mr. & Mrs. Chow
Retiree & Secretary
Mr. Ho
Project Manager
Hi! I am a qualified and licensed Financial Planner. I used to be an engineer, but then I discovered my interest in finance after attending a non-job-related training in my previous engineering firm. After leaving my company which I worked for 18 years, I decided to venture into the financial planning industry in 2014. Even though my career change into a totally different field, I still carry my DNA like an R&D engineer, which continuously study and research the solutions that best suit the needs of my clientele. With my 8 years of experience, I have helped more than 150 individuals and families who need proper and unbiased advice in their money matters. I believe in helping people, especially those who are not savvy financially. I feel great after resolving their financial worries and guiding them towards achieving their financial goals. In addition, I am also a certified HRDF trainer and has given numerous talks and training on personal financial planning to the public and various companies.
If you would like to have a private discussion, book now.
LICENSES :
Capital Markets Services Representative Securities Commission Malaysia (No. eCMSRL/B6176/2015)
Financial Adviser’s Representative Bank Negara Malaysia (Approved since Jan 2015)
Corporate Unit Trust Adviser Representative Federation of Investment Managers Malaysia (No. 710-0-20029)
Corporate PRS Adviser Representative Federation of Investment Managers Malaysia (No. P-710-0-20025)
Testimonials
Ms. Rachel
Senior Engineer
Ms. Siew
HR Director
Mr. & Mrs. Chow
Retiree & Secretary
Mr. Ho
Project Manager
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.
Scan for Contact Details
Join our newsletter
Subscribe to our newsletter to receive updates on our latest content!