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Warmest greetings to everyone!
We are proud to introduce our third speaker for the Investment Conference, Mr. Felix Neoh!
Mr. Felix is the Director of Financial Planning at Finwealth Management Sdn Bhd. In this scope, Mr. Felix leads the development of FWM’s financial planning services and solutions to ensure that clients have access to comprehensive wealth management products and services, helping them achieve all their financial goals and life priorities.
He is a Certified Financial Planner (CFP CERT TM), holding a Capital Market Services Representative License (CMSRL) from Securities Commission of Malaysia and a Financial Advisor’s Representative License from Bank Negara Malaysia. He is also a holder of a Master’s degree in Business Administration (MBA) from the University of Strathclyde, UK.
Before becoming a financial planner in 2015, Mr. Felix worked in the financial services industry for more than 20 years, with extensive experience in consumer banking and asset management. He was the head of wealth management at a leading bank in Malaysia, responsible for the distribution of wealth management products.
Currently, Mr. Felix is focused on providing holistic wealth management services, including financial planning advisor to a wide range of Malaysian individuals. He is also an active contributor to various financial publications and is regularly featured in major Malaysian media, including The Edge, TV3, BFM, The Sun and Smart Investor.
With Mr. Felix’s rich experience and professional guidance in financial planning, we are certain our conference will be very impactful that you will not want to miss it! Come on, grab this golden opportunity to meet him so that you will not regret it!
Feel free to click on our official website’s link below to register yourself!
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