Over 16 years of experience in asset management, specialising in estate planning, trust structuring, and wealth preservation.
Certified Financial Planner (CFP), with extensive knowledge in creating tailored estate planning solutions.
Expert trainer
Has trained over 1,000 professional will-writers and estate planners across Malaysia.
Regular keynote speaker for estate planning seminars and advisory roadshows, educating clients and industry professionals on wills, trusts, and wealth protection.
Senior Legal Advisor & Head of Training & Business Development at Rockwills Corporation.
Agency Manager at Affin Hwang Asset Management Berhad, leading teams in asset management strategies.
Contributor to Nanyang Siang Pao Business Weekly, providing insights on wills, trust matters, and estate planning.
Key speaker at the Save & Invest 08–09 Nationwide Seminar & Advisory Roadshow.
PREVIOUS MEMBER
Mr. Jason NgNEXT MEMBER
Mr. Jason ChanHKT Wealth Advisory Sdn. Bhd.
(Company Registration No. 201501002806 (1128138-X))