Being a seasoned investment professional, she has vast experience in the finance industry, specifically in investment, asset management, and financial planning for over 20 years. Her expertise lies in fiduciary high net worth and institutional portfolio and relationship management, investment research and analysis, financial planning, and compliance. She is also a certified financial planner endorsed by the Financial Planning Association Malaysia and the Federation of Investment Managers Malaysia. In addition, she possesses consultative sales, communication, and business development skills, with a proven track record of driving investment performance, client satisfaction, and revenue growth in wealth management.

She began her profession as a Unit Trust and Private Retirement Scheme Consultant in 1999 with Public Mutual Berhad, the leading private unit trust company and Private Retirement Scheme (PRS) provider in Malaysia. Through her determination and hard work, she was promoted to the position of Agency Manager. In 2013, she established her own investment advisory firm, where she takes the lead in mapping out the company’s business directions. She is always on the lookout for the best investment schemes to suit the diversified client base. She collaborates effectively with the finance and marketing teams, ensuring proper financial planning and sound marketing strategies for the entire company.

Meet Mr. John Tan, a seasoned financial professional with a diverse background. He began his career as an auditor and later became an Accountant for several listed companies in Malaysia. With extensive experience in China and Indonesia, Mr. Tan held senior finance positions with multinational corporations for over 20 years.

Now back in Malaysia, he brings his expertise as a Financial Planner, specialising in financial planning and investment advisory. Mr. Tan is not only a qualified accountant and MBA holder but also a certified member of the Financial Planning Association of Malaysia.