About Us
Financial Planning - About Us

You work hard for your money, but does your money work hard for you?

Our team of highly qualified financial advisors consists of Certified Financial Planners (CFP), Registered Financial Planners (RFP), Chartered Financial Planners (ChFC) and Islamic Financial Planner (IFP). More than that, they are committed to individually mapping the right solutions for your changing needs.

We constantly keep abreast of the latest financial happenings, money market insights and economic developments in order to provide you with sound advice and market knowledge. We are passionate about building a lifelong partnership with you through regular interaction and continuous assessment.

Our team of deeply skilled and experienced financial advisors adhere to a high standard of personal advisory service to deliver independent and sound solutions. They are qualified financial advisors who earn the prestige designation of Certified Financial Planner (CFP), Registered Financial Planner (RFP) or Chartered Financial Consultant (ChFC).

Here are our financial advisors:

  • Catherine Khoo Catherine Khoo, CFP

    Catherine Khoo, a Certified Financial Planner and a licensed Capital Markets Services Representative of CWA. She graduated with Bachelor of Science from University Putra Malaysia.

    Over the years, Catherine found her strong interest to help people to plan for their financial life goals and to achieve financial independence. She then joined the unit trust & insurance industry, and subsequently she took up the Certified Financial Planner (CFP) course in year 2001. In 2007, she became a professional estate planner and continues to upgrade herself to obtain the certification in Islamic Estate Planning recently. Catherine is a full fledge practicing financial planner who provides holistic financial advice on how to create, protect and preserve her clients’ wealth through the practice of multi-disciplinary approach so as to achieve their life goals.

  • Irene Lee Irene Lee, FChFp, RFP, ChLP

    Irene Lee is the Wealth Manager and a licensed Capital Markets Services Representative of CWA. Having been in the business for the last 19 years, she helps her clients to take a very rounded approach in their planning. She was voted the longest producing Trust consultant by BHLB Trustee in year 2005 and she continues to set up trusts for families to meet their goals in life. Some of the licenses she hold are Fellow Chartered Financial Practitioner (FChFp), Registered Financial Planner (RFP) and Chartered Life Practitioner (ChLP).

    She started in the insurance business in 1992 and move on to expand her business to include comprehensive estate planning, investment planning and now total financial planning.

  • Joyce Chuah, CFP

    Joyce Chuah  is a CWA Group Agency Manager, a CFP CERT TM professional, an Associate Islamic Financial Planner, a licensed Capital Markets Services Representative registered with CIMB-Principal Asset Management Berhad and a Certified Human Resources Development Fund (HRDF) trainer. Joyce graduated from the University of Cambridge with an MPhil (Finance and Management Studies) from the University of Cambridge. She has been in the financial services industry since 1998 after her career in Shell Malaysia. She has lectured for the CFP CERT TM program at the Institute of Management Studies, conducted Financial Literacy seminars for corporate employees and spoken at numerous training forums. She speaks regularly on the Ringgit & Sense BFM radio program and is the creator of the weekly Financial Snacks in Star Biz. Joyce believes in planning. When a plan is in place, you won’t be derailed by any surprises. This includes your financial health. Therefore, every aspect of her financial life has to have a plan.

  • Joyce Wong Joyce Wong, CFP

    Joyce Wong is a Certified Financial Planner and a licensed Capital Markets Services Representative of CWA. She has over 20 years of experience in the personal financial industry which includes banking, insurance and investment. She was heading the marketing and business development function of the Retail Banking Dept in Arab-Malaysian Bank and thereafter the Credit Life Dept of AIA Bhd before joining CWA. Her experience and passion to help individuals plan for their future has put her in a unique position to be able to understand and serve customers’ needs well. She is also an ICSA graduate and holds a Diploma in Business Management.

  • Moi Pak Kheong Moi Pak Kheong, CFP

    Moi Pak Kheong, a Certified Financial Planner and a licensed Capital Markets Services Representative of CWA. He is an accountant by training and has over 25 years of experience in a variety of industries. His interest in personal financial matters led him to join the financial services industry in 2004 and became a licensed financial planner the following year. As a financial planner, his mission is to provide holistic financial advice and wealth management services to help his clients manage their financial resources so as to achieve their life goals. His professional interest is weighted towards the areas of investment and retirement planning.

  • Amelia Hong, CFP

    Amelia Hong is an Agency Manager with CWA, a CFP CERT TM professional and a licensed Capital Markets Services Representative registered with CIMB-Principal Asset Management Berhad. She graduated with an MBA with Merit from University of Nottingham and also studied Economics for her first degree. She was attached to Citibank, Diethelm and UOB before embarking in a meaningful career in financial services in the wake of the financial crisis in 2008. Armed with enthusiasm, faith and hard work, she has blossomed in her practice.

    She has been invited to BFM89.9 Ringgit and Sense programme and is a speaker for public events and also a regular contributor for Financial Snacks in StarBiz. She believes that we should not be obsessed with money but be financially savvy.  . To achieve financial freedom, we should make our money work harder for us. Amelia wants to be the financial buddy who walks alongside with you in your financial journey.

  • Lee Mun Wai, IFP & CFP

    Lee Mun Wai Mun Wai is a CWA Agency Supervisor, licensed Financial Planner (Capital Markets Services Representative's License holder registered with CIMB-Principal Asset Management Berhad); CERTIFIED FINANCIAL PLANNER® professional and Islamic Financial Planner with Financial Planning Association of Malaysia.

    He graduated with a BSc (Hon) in Civil Engineering from the University of Birmingham, England, He has experience working in engineering design, project management and managing cost & quality control systems for several mega projects, before venturing into the financial services industry in 2010. His astute analytical abilities, combined with strategic thinking, have enabled him to guide clients through complex financial concepts and strategies, empowering them to meet their life goals. His clients range from savvy professionals and successful business owners to high net worth individuals. He regularly promotes financial literacy through BFM89.9 Ringgit and Sense programme and writes for the popular weekly Financial Snacks in StarBiz.

  • Ahmad Redzuan Bin Abdul Rahman, IFP

    Ahmad Redzuan is the Agency Supervisor of CWA, a certified Islamic Financial Planner and a Licensed Capital Markets and Services Representative registered with CIMB-Principal Asset Management Bhd. Graduated with a Bachelor of Applied Science from Curtin University of Technology Perth, Australia in 1998, he has worked in the construction industry for 5 years.

    He joined CWA in 2005 and his passion in helping his clients manage their finances led him to spread the awareness of Total Financial Solutions to all walks of life in Malaysia. He -helps his clients meet their financial needs such as retirement planning, estate planning and investment planning using a holistic financial advisory approach. His vision is to become a household name in Islamic Financial Planning amongst Muslims and Non-Muslims. He aspires to do this by utilising a total financial solution software, used by licensed financial planners all over the world, to cater to his clients’ financial needs.

  • Nurihan Binti Abd Hamid, IFP

    Nurihan Binti Abd Hamid is a Licensed Financial Planner, a certified Islamic Financial Planner and a Licensed Capital Markets Services Representative with CIMB-Principal Asset Management Berhad. She graduated with a Bachelor of Science in majoring Actuarial Science (Hons) from Universiti Kebangsaan Malaysia and obtained a HRDF Certified Trainer from Ministry of Human Resources.

    She has been with Banking & Finance services sector for more 8 years handling Corporate & Retail Credit management, banking operation as well as in financial consultation services. Addition to her career path in financial industry, she also diversified her talent with a renowned GLC in Oil & Gas industry particularly in Human Capability Building, Strategic Planning and Talent Management for more than 7 years.

    Presently, she advises her clients in various sectors, government and private companies for their desired financial goal. She is also invited as a trainer for some training programs related to her expertise. Her dream is to impart and share the right solutions of financial planning elements in individuals to meet their financial goal in life.

  • Suzana Abu Bakar, IFP

    Suzana is an Agency Manager, a certified Islamic Financial Planner and a Licensed Capital Markets and Services Representative registered with CIMB-Principal Asset Management Bhd . Graduated from Universiti Utara Malaysia with a Bachelor of Accountancy (Honors).

    Prior to joining the financial services industry in 2005, Suzana has vast working experience in audit firms and manufacturing companies. She is a trained master trainer.

    Suzana believes in giving back to the society. So, she has contributed many articles in “Wanita & Wang” which published in the Jelita magazine.

    Suzana has also believed strongly in Islamic Financial Planning and has won numerous awards in this area.

  • Shirley Teoh, CFP

    Shirley is an Agency Manager with CWA, a CFP CERT TM professional and a licensed Capital Markets Services Representative of CIMB-Principal Asset Management Berhad. She graduated with BA (with Distinction) in Accountancy from the University of Malaya and also a member of The Malaysian Institute of Certified Public Accountants and Malaysian Institute of Accountants.

    She was attached to PricewaterhouseCoopers KL, KPMG Shanghai and Hong Kong, focusing on auditing and taxation in financial services industry (mainly banking and asset management companies). She has been in auditing field since 2002 before venturing into financial planning services in CWA. She believes her experience in financial service industry will be an ideal foundation for her work as a financial advisor.

    Shirley always believes that financial planning is a lifelong process that is one of the key factors to living a comfortable lifestyle with financial freedom. She has conducted talks at some audit firms and corporations to create awareness about the importance of financial literacy. As a licensed financial advisor, she always acts as a trusted financial partner to her clients by continuously providing financial advices on retirement planning, investment advices, insurance protection and estate planning in achieving their financial goals.

  • Mohd Supian Osman, IFP & CFP

    Upon completion of a successful 32 years career in the corporate world, Supian joined Success Concepts as a Unit Trust consultant. He is now promoted to Agency supervisor.

    His main interests are personal financial education on both conventional financial planning and Islamic financial planning. He gives in-house training to companies to educate their staff on the basics of financial planning and on pre-retirement planning. Supian has a keen interest to educate the young generation on the importance of being financial savvy, saving and investing early and choosing the appropriate investment portfolio to achieve the long term goals.

    With experience of an actual retirement together with experience on strategy development and deployment, project management and commercial evaluation , Supian can provide insights on what it takes to develop a robust financial plan, what to look for during execution of the plan and what actions need to be taken should there be changes in the environment that affects the plan.

    Supian started his career as a Reservoir Engineer in oil and gas industry. Throughout his career, he has been involved in planning and executing field developments plans, field performance reviews, strategy development and deployment, business development and planning, as a project manager for the construction of a large petrochemical plant, as CEO for a JV company in the Sudan and lastly before his retirement, as a GM for EOR Deployment in PCSB.

    Supian has a Bachelor of Science (Hons) in Chemical Engineering from University of Salford, England. During his career, he has also been trained by INSEAD and Edwin L Cox School of Business, University of Southern Methodist, USA.

    He is a CERTIFIED FINANCIAL PLANNER®, Islamic Financial Planner professional with the Financial Planning Association of Malaysia and also a Licensed Financial Planner.

  • Lee Chee Khoon, RFP

    Lee Chee Khoon is a Licensed Financial Planner, Capital Markets Services Representative holder registered with CIMB-Principal Asset Management.

    He graduated with a Masters in Business Administration from Universiti Putra Malaysia and an honours Degree in Engineering from The Nottingham Trent University, UK - a versatile multi-disciplined problem-solver, grounded by combination of engineering and business education.

    Chee Khoon is a full fledge practicing financial planner who holds strong commitment towards collaborative efforts with Clients to formulate quality solutions in addressing their financial needs. He is also an author and a writer of the weekly Financial Snacks in Star Biz.

    “Be An Uncompetitive Investor – Never Step Into An Investment Without Understanding Its Characteristics”

  • Khamarul Azhar Hashim, IFP, AdvQIF, Shariah RFP

    Khamarul Azhar Hashim Khamarul Azhar Hashim is a Group Agency Manager , a certified Islamic Financial Planner and a Licensed Capital Markets and Services Representative registered with CIMB-Principal Asset Management Bhd . Graduated from University of South Australia with a Bachelor of Building (Honors). . During his career as Wealth Advisor, Khamarul was the fastest advisors who rose the rank from consultant to supervisor to manager and finally as the group manager. He did it within a short period of 27 months.

    He was consistently the top consultant and as a manager. Every single one of his associates had had qualified for company awards. He completed his professional course “Islamic Financial Planner” ,“Registered Financial Planner Shariah”, “Advance Qualification in Islamic Finance” (Wealth Management) and has always been the top student in his class. Besides that, he is also a Certified Master Trainer. He has conducted seminar on Financial Literacy, Sales, Marketing and also on Financial System for Distribution Channel. In 2008, he was appointed as an ambassador, to one of the largest financial institutional in Malaysia.

    As the ambassador he appeared on Malaysia TV to talk about Total Financial Solutions. As a Value Based Advisor, Khamarul believed in customer centric approach, financial planning process offering best breed products. Currently, Khamarul Azhar practises as licensed financial planner offering individuals, consultancy to some government ministries and private companies.


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