Director, Harvest Global Resources Sdn Bhd
Financial Advisor Coach-Consultant , PlanPlus Inc*, South East Asia
*PlanPlus Inc, provides advice centric wealth management and financial planning software solutions, training, coaching & consultancy to financial services firms worldwide, based in Ontario Canada
VP, Financial Care Centre, CIMB Wealth Advisors (2004-2009)
*Set up, manage and develop the Financial Care Centre, as one of the pioneer licensed financial planning companies to provide comprehensive financial planning services in Malaysia
*Manager Coach for Financial Planners, Recruitment & Sales Performance
Other past experiences in the areas of Accounting, Auditing, Business Processes & Policies and Project Management with local and multinational companies. |