SoonAnn Teo CFP, CMSRL, FAR, UTC, PRC
CFP Holder (C005282) @ FPAM
Licensed Financial Planner (CMSRL/B4549/2014) @ Phillip Wealth Planners SB (Planner Code C000875)
Unit Trust Consultant (FIMM 043-0-22869) @ Phillip Mutual Berhad (Agent Code PMB02849)
PRS Consultant (FIMM P-043-0-20538) @ Phillip Mutual Berhad (Agent Code PRS00763)
Being a planner as well as unit trust consultant, it allows me to provide financial solutions not tied to a single investment, or fund house or insurance company. Investment and insurance may also include off-shore products. I can sourced for the suitable products for client's selection.
I am based in Skudai, Johor. I can be contacted at sateo7689@yahoo.com.
No comments:
Post a Comment