I am an experienced Private Wealth Manager and Executive Director of Melbourne Capital Group Sdn. Bhd. with over 16 years in the financial services industry. Known for my warm, approachable demeanour and insightful guidance, I have become a trusted figure for my predominantly high-net-worth and SME clientele, guiding them through complex financial decisions with dedication and precision.
I began my career as a teacher in 1992 before transitioning to financial services in 1993 as a life insurance agent. Over the years, I have attained several professional qualifications, including Chartered Financial Planner (ChFP), Registered Financial Planner (RFP), Certified Financial Planner (CFP), and Islamic Financial Planner (IFP). Since 2006, I have specialised in estate planning, wills, trusts, and investments, crafting over 135 comprehensive financial plans. My achievements include top rankings in the Malaysian Financial Planners Yearly Award (MFPYA) in 2015, 2017 and 2018, and representing Malaysia at the Asia-level Global Financial Planner competition.
As a thought leader, I regularly share financial insights through platforms such as BFM’s Ringgit and Sense, Astro talk shows, RTM radio, and financial publications like 4Ejournal and Focus Malaysia. My approachable yet authoritative style has made me a trusted contributor to public discussions on personal finance.
Supported by my wife, Manjula, a banker, and our three children pursuing careers in engineering, cancer research, and medicine, my strong family foundation enhances my empathy and understanding of clients’ needs. I am dedicated to helping clients achieve financial security and confidence, combining expertise, values, and a holistic approach to financial planning.