Alice is an Independent Financial Planner, licensed with Securities Commission of Malaysia and Bank Negara Malaysia. Whilst her clients are busy growing wealth and family, she helps them manage their financial risks. For young growing families, she helps her clients build strategy and safety net for them. In addition to that, she also advises on Asset Protection and Preservation via Generational Wealth Strategy, for clients who are highly complex in their wealth structure.
Professional, friendly and sensitive to your personal financial needs, Alice believes strongly in helping you make the most from your assets. A Business Professional and a Doting Mother with a keen sense of awareness from her 20 over years of experience in marketing, administration, HR, finance and business development, Alice is able to emphatize and can help you create the right financial plan most suited for your current and future needs.
Academically, she had obtained Certified Financial Planner (CFP), Islamic Financial Planner (IFP), Life Underwriting Training Council Fellow (LUTCF) and Diploma in Human Resources Management, from University of Leicester (UK). She believes in continuous lifelong learning and since then, she has been taking up other professional courses to improve her knowledge and skills. She had attended courses like Estate Planning Practice (EPP), Independent Investment Planning for High Net Worth Individual and the list goes on. She is currently pursuing her Master of Science (Finance) at a local University.
Contact her today via email at firstname.lastname@example.org and find out how she can help you manage your financial risks or preserve your assets via Generational Wealth Strategy.