Kelly Wong Li Yuin

Chief Executive Officer/Managing Director

Kelly Wong Li Yuin

  • Chief Executive Officer/Managing Director
  • Licensed Financial Planner, CFP, IFP, B. Eng (Hons)
  • eCMSRL/B9830/2020

Kelly holds a Bachelor of Engineering from Multimedia University and a Certified Financial Planner. She brings 17 years of experience in the financial services industry, during which she has achieved numerous industry awards. These include the AKARD personal platinum and the prestigious Million Dollar Round Table award (MDRT) in 2010, 2015 and 2018. She has also contributed to the online magazine Smart Investor, Female Magazine, the Edge, spoken on the BFM radio station and, in 2018 the winner of the Malaysian Financial Planner Year Award.

Kelly has been invited to speak in various financial planning events and a panelist to one of the financial symposium organised by FPAM. She is also a dedicated mentor to many financial planners and serving around 400 clients.