Monday, June 1, 2009

WELCOME!

With more than 50 years of experience in financial services industry, welcome Mr. Tong, Mr. Wong and Ms. Doris to be in our team to provide financial services.

Mr. Tong, with more than 20 years experience in the financial services industry, holding Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Registered Financial Planner (RFP) and Chartered Insurance Agency Manager (CIAM).

Mr Wong, was an engineer by profession. He had more than 15 years experience in the financial services industry. He is holding a Master Degree major in management accounting & planning, and currently pursuing Chartered Financial Analyst (CFA). Besides, he is a Certified Financial Planner (CFP).

Ms Doris, was an interior designer by profession. She had more than 15 years in the financial services industry. She is holding Life Underwriter Training Council Fellow (LUTCF) and Associate Financial Planner Malaysia (AFPM).
Doris love and enjoy traveling and have visited many countries.

Please feel free to send in your enquiry regarding Personal Financial Planning ………….
Wealth Accumulation, Wealth Creation, Wealth Preservation and Wealth Distribution.