Our Team
Our licensed representatives are ready to help you build a complete financial plan.

Kelly Wong Li Yuin
Chief Executive Officer · LFP · FAR · IFAR

Julian Seng Liang An
Executive Director · LFP · FAR

Rozanna Rashid
Director · LFP · FAR · IFAR

Gor Sheau Shuenn
Head of Financial Planning · LFP · FAR · IFAR

Stella Ler Pei Ghee
Licensed Financial Planner · Financial Adviser's Representative

Joey Lim Syu Ying
Operation Manager · LFP · FAR

Bowie Low Chee Bo
Business Support Executive · LFP · FAR

Lee Bing Yih
Licensed Financial Planner · Financial Adviser's Representative

Jake Lim Jing Kiat
Licensed Financial Planner · Financial Adviser's Representative

Shahnon Ooi Yue Shin
Licensed Financial Planner · Financial Adviser's Representative

Ringo Low Hoi Sian
Licensed Financial Planner · Financial Adviser's Representative

Jack Liew Chun Lap
Licensed Financial Planner · Financial Adviser's Representative (FAR)

Noorul Azila Binti Kamaruzzaman
Licensed Financial Planner · Islamic Financial Adviser's Representative

Sharifah Nur Amirah
Licensed Financial Planner · Islamic Financial Adviser's Representative

Catherine Tan Chii Hang
Licensed Financial Planner · Financial Adviser's Representative

Tin Chong Tat
Licensed Financial Planner · Financial Adviser's Representative

Lew Chee Seong
Licensed Financial Planner · Financial Adviser's Representative · IFAR

Wilson Chen Foo Seng
Licensed Financial Planner · Financial Adviser's Representative

Suzana Binti Md Samsudi
Licensed Financial Planner

Ng Chun Faye
Licensed Financial Planner · Financial Adviser's Representative

Angie Lee An Chee
Business & Operation Support
