.:: Financial Planning - Malaysia's CFP Program - Profile of KMDC CFP Facilitators ::.

Mr. Andrew Kok Keng Siong is currently the Executive Director of SQ Corporate Services Sdn Bhd, a professional consulting firm providing taxation and business advisory services. As an approved Tax Agent and a practicing Chartered Secretary, he has more than 15 years of wide and diversified working experience involving in tax advisory, tax compliance and business advisory services.

Andrew Kok conducts taxation training programs on a regular basis and has been lecturing in a local university and various colleges specialising in taxation papers for professional examinations. He is also a moderator for the subject “Malaysian Taxation” for an examination conducted by a UK Professional Association.

Andrew graduated with an Honours Degree in Accountancy and a professional qualification in Chartered Secretaryship from the UK. He is a Certified Member of the Financial Planning Association of Malaysia and holds a Masters Degree in Financial Planning. He is a Fellow Member of both the Malaysian Institute Of Taxation and the Institute Of Chartered Secretaries and Administrators, and had served in the Council of these two institutes.

Mr. Azhar Iskandar Hew is the General Manager of Rockwills Trustee Berhad and holds the Bachelor of Laws (Honours) degree from the University of London. He is a Director of Rockwills Advisory Services Sdn Bhd, a licensed financial planning company under the Capital Market and Services Act 2007. He has more than 13 years experience in the estate planning industry as a will & trust specialist, trainer and conference speaker. Over the years he has trained more than 6,000 people primarily from leading financial institutions and life insurance companies as well as financial planners in Malaysia, Hong Kong and Singapore.

He is approved by Securities Industry Development Centre (SIDC) as a facilitator to conduct estate planning trust planning training and is an Estate Planning Trainer for Certified Financial Planning (CFP) as well as a Certified Registered Financial Planner (RFP) Trainer by the Malaysian Financial Planning Council (MFPC) for the Estate Planning module of the Registered Financial Planner course.

His current scope of work includes advising on legal aspects and compliance and advisory matters regarding Estate Planning, Private Trust and Corporate Trust services. He contributes regularly to Smart Investor and Malaysian Business on the area of Estate Planning and Private Trust.”

Mr. BENSON OOI CFP, LLB(Bond), DSLP(UM)

Mr. Benson Ooi was attached with the Ministry of Justice as a Court Interpreter for 9 years since 1987. During the tenure of his appointment he has served in Magistrate, Session and High Courts of Johor Baru, Georgetown and Kuala Lumpur.

In 1996, he left for Queensland, Australia to complete his law studies. He was conferred with the LLB Degree by Bond University in December, 1997. He joined the Malaysian Bar in December, 1998 and had since then joined M/S. IQBAL HAKIM SIA & VOO (JOHOR BAHRU) as the Head of Litigation Department. His scope of work includes the operation and management of the said department, attending to Civil Litigation, Industrial Relations, Arbitration and also consultation for corporate matters.

In year 2002 he joined Great Vision Wealth Planners Sdn Bhd, an associate company under the wing of ING Insurance Bhd as their Legal Advisor and Consultant. He obtained CFP from FPAM in 2002 and in 2003 he was conferred DSLP post-graduate Diploma in Syariah Law & Practice by International Islamic, University of Malaysia and was working as Independent Advisor for ING Insurance's Teamwork Agency Penang. Currently, he is the State Manager of SFP (Northern Region Malaysia) and part-time CFP facilitator.

Mr. Elwin Lau is a principal consultant to AllRisks Management Sdn Bhd providing risk management including financial planning to both individual and business owners. He has been in financial services industry for over 25 years and held various management positions in insurance industry prior to practicing financial planning. He obtained his Bachelor of Science (Honours) from University of London, United Kingdom and Master of Financial Planning from University of Sunshine Coast, Australia.

He conducts regular training for CFP professional financial planning and technical life insurance organized by the Malaysian Insurance Institute. He is a regular trainer to various institutions and has conducted training in major companies like Maybank, CIMB, AmAssurance, Asia Life and private companies. He is a certified trainer and train the trainer to Malaysian Insurance Institute and RFP professional program. He is also the moderator and examiner to RFP program.

Elwin is a Chartered Financial Consultant (ChFC) from American College and also a Certified Financial Planner (CFP) of the Financial Planning Association of Malaysia, Registered Financial Planner (RFP) of Malaysian Financial Planning Council, and a Certified Insurance Professional (CIP) and senior associate to Australia and New Zealand Institute of Insurance and Finance.

Ms. Eng Meei Yu is currently Director and Principal Consultant for MyFP Services Sdn Bhd, a licensed financial planning company by Securities Commission, providing comprehensive and independent advice. In addition to consulting with and servicing MyFP’s clients, she is responsible for advisory standards, Financial Planning tool developments, operations & administration for the company. She is also the Director of Business Support for Independent Financial Planners Network (iFPN), a platform that provides advisory and financial planning tools to professional companies needing support to offer financial planning and advisory services in affiliation with iFPN. She is a well known lecturer and trainer in the field of financial planning and regularly lectures for the CFP Program.

Ms. Eng obtained her B. Sc. (Hons.) in Mathematics and Computing from Queen Mary College, University of London. She is also a Certified Financial Planner (CFP). She has over 10 years experience in banking, specialising in the development and marketing of retail financial services with in-depth exposure in bank loans and deposit products, unit trusts, insurance, electronic distribution channels and various other financial related services. Subsequently, she gained experience in a foreign controlled life insurance company where she was a key member of the team that
developed alternative distribution channels and bancassurance.

Mr. James Cheong Chee Weng is an accountant, a Practitioner of Comprehensive Financial Planning and Senior Partner of IPP Wealth Planners Sdn Bhd, James is a strong believer of Comprehensive Financial Planning for both Business Owners & individuals.

For Business Owners, the emphasis is on Business continuation / succession & other areas of Business Insurance Planning

In the area of Personal Financial Planning, James focuses on:-

James contributes articles on the subject of Financial Planning and Insurance Planning for “Money Matters” of Malay Mail and is regularly interviewed by “The Personal Money”. James is also a platform speaker in the OAC Insurance’s functions & conventions. He also speaks for other Insurance companies. In 1998, James was voted as the Master Club Field Trainer of the Year. He conducts Financial Planning workshop regularly for e.g. at the Malaysian Secretaries Conference (MSC) in 2003 as well as for Alumni Associations Malaysia and Corporations (in-house).

A Chartered Accountant by profession, Certified Financial Planner and Islamic Financial Planner, Kim Heng has more than 10 years experience in various financial institutions holding different key management roles specialized in wealth management, both conventional and Islamic. He has been part of the management team who was responsible to set up and lead the wealth management team in local and foreign banks by creating and executing a clear business plan with differentiated value proposition that allowed successful launched and execution of complete wealth management products as a solution to cater for customers’ financial needs.

His knowledge and experience coupled with passion and enthusiasm has inspires, motivates and empowers people to achieve their life long financial goals. His biggest satisfaction is in helping people around him improve their quality of life - a majority whom finds it through wealth management and financial planning.

Kim Heng is a firm believer in practice makes perfect. He has an uncanny ability to make wealth management and financial planning an easy and achievable task for almost everyone.

He is also an old hand in leading, training and coaching front-liners and managers, Kim Heng is sharp with a keen sense of people management. He is also a certified Trainer for Ministry of Tourism.

Ms. Linnet Lee is currently a trainer-facilitator with a unit trust management company. Areas of work include sales, unit trust planning and financial planning. A strong believer in financial planning and passionate about continuing education in this area, it gives her great satisfaction to see her participants hone & improve their skills for greater success & professionalism.

Prior to that she has 8 years practical experience in unit trust, estate, personal insurance & financial planning and sales through client-centric approach. She has qualified for incentive trips for 2004 & 2005, and has a good understanding of self-motivation for better growth and achievement.

She started her working life in secretarial & administration for 8 years with CH Williams Talhar & Wong and Thomas Cook Travellers Cheques. 4 years in sales with Bristol-Myers Squibb qualifying for all incentive trips and 6 years in sales & marketing management with Tamco Electrical & Electronics. She has an in-depth knowledge in the workings and challenges a company and employees will face.

Mr. Looi Ming Foo is a Certified Financial Planner and holds a Masters Degree in Business Administration from the International Management Center, Buckingham, U. K.

Looi began his career in D & C Bank (now RHB Bank Berhad) in 1978. He later joined an advertising firm as Accounts Assistant. During his tenure with the advertising firm, he was instrumental in developing and implementing financial systems for the firm besides managing the accounting and finance of the Company. He later rose through the ranks to become the Group Financial Controller and Company Secretary of the advertising group of companies which had become the country’s top advertising agency group with billings exceeding RM120 million.

Together with his wife, Looi ventured into the Life Insurance industry in 1993 as financial planning was his forte and passion. Together they managed an agency with several agents working with them. During this time, he has trained and coached several life insurance agents in sales. They also helped their clients in arranging insurance coverage for their property and liability risks.

Looi is currently the Divisional Director of AAO Pana Insurance Brokers Sdn Bhd (formerly known as RHB Insurance Brokers Sdn Bhd), being primarily responsible for the Corporate Services Division as well as being actively involved in business development for the Company.

Mr. Ong Eu Jin is the author of a number of industry bestsellers namely Your Guide to Estate Planning and Administration, Your Guide to Trusts in Financial Planning and Can Wealth Lasts Three Generations? He has also been a frequent contributor of articles to The Edge and Smart Investor and has written for The New Straits Times, FPAM 4E Journal and MPH Quill.

He has been a speaker for many seminars including those organized by the Malaysian Stock Exchange, the Financial Planning Association of Malaysia (FPAM), Wanita MCA, MPH as well as for the OSK’s Women and Wealth Conference. As one who has extensive experience in the subjects of will-writing, trusts and Real Estate Investment Trusts, he has been interviewed on radio, television and most major newspapers including The Star, Sin Chew, The Sun and Financial Daily.

Formerly practicing as a lawyer, Eu Jin holds a Bachelor of Laws from a British university, a Master of Business Administration and a Master of Laws. His scope of practice as a lawyer was primarily in litigation. He has also advised clients in a diversified range of corporate and commercial matters.

Eu Jin is also a Certified Member of the Financial Planning Association of Malaysia.

Mr. RICHARD WEE CFP, RFP, MBA

Mr. Richard Wee is an insurance sales person and management trainer by profession. He obtained his Master of Business and Administration from University of the Sunshine Coast, Queensland Australia in 2007. In 2008 he has been certified as an accredited Financial Planner (CFP ®). He also attended several professional courses in the field of unit trust, general and life insurance technical skill, personal development, management and motivation in Malaysia and Hong Kong.

His previous jobs include the various sales, marketing and management position in South East Asia Insurance Bhd, Aetna Universal Insurance Bhd, Sime Axa Assurance Bhd and American Express (M) Bhd. He has acquired more than seventeen (17) years experience in sales and marketing in the insurance (general and life insurance), unit trust, and credit card industry.

Currently, he is a Senior Manager of Bancassurance Sales in Uni.Asia General Insurance Bhd managing sales and business development for the overall Bancassurance Sales in the company. He conducted general insurance training for EON Bank Group and United Overseas Bank Bhd from the year 2002 to 2007.
Over the last 17 years he has conducted several insurance product briefing for his company corporate clients such as well-established and multinational companies including Malaysia Airlines System (MAS), Oriental Bank Bhd, BHL Bank, Sanden International, MMI Group of Co. and Pan Century Group of Co.

Mr. Yap Kam Cheng holds a Bachelor of Economics (Honours) from the Manchester Polytechnic, England and a post-graduate qualification in Business Administration from the Aston Business School in Birmingham, England. He is also an accredited Certified Financial Planner.

He started his career in 1982 with a local merchant bank and was involved in corporate advisory, lending, project financing and investment activities.

He joined an international insurance company in 1987 as Head of the Investment Department. His primary responsibility was in securing a broad diversification to the insurance investment portfolio and shifting emphasis on asset allocations to meet actuarial requirements. Insurance assets under his management included government securities, corporate bonds, equities, mortgage loans, landed properties and offshore investments.

Mr Yap subsequently joined a company listed on the Main Board of Bursa Malaysia with interests in property development, bulk storage handling, hotels and food franchising business – in 1990 as General Manager, Business Development. He has been posted to different subsidiaries to improve their respective operating efficiencies. In 1994, he successfully led a mineral processing subsidiary to achieve the first ISO 9002 status for an ultra-fine micronising company in Malaysia.

In addition to lecturing for the Certified Financial Planning programme, Mr Yap occasionally lectures for the Certified Financial Analyst (Level 1) course.

KMDC Financial Planning Programmes:- CFP, IFP & PFP Facilitators/Trainers/Speakers