Fiona Loo, Acfp Email and Phone Number
I started this career attracted by its time flexibility and financial rewards aspects, but as time goes by I found the true meaning and value it brings, which is safeguarding my clients against uncertainties in life.I have been helping working adults and couples crisis-proof their income by setting up a Critical Illness Fund (CIF), which is often overlook in the financial planning industry. Only 2% of Malaysians have sufficient CIF, can you believe that?With a revolutionised business system, I am currently experiencing a momentum of growth that comes from sowing the right seeds with the right people. As I start reaping the awards, I found passion and great satisfaction in helping others to achieve the same too. “As a qualified financial advisor, Fiona takes her time to understand her clients' specific needs and circumstances, both current and future, before recommending the most appropriate financial product for them. This sets her apart from many of her peers who focus mainly on selling standard products.” Victor Lam, Account General Manager.To get in touch, you can reach me via yunjing_loo@manulife.my or +60142655466.
Rise Advisory
View- Website:
- risefincom.com
- Employees:
- 21
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Business DirectorRise Advisory May 2019 - PresentCritical Illness Fund specialist. I help to set up insurance funds that pays out when there is a loss of income due to being diagnosed with illnesses. Hospitalisation coverage and employment benefit is under my forte as well.Focusing on expanding new business opportunities through recruitment, and building talents along with skills transfer.
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Wealth Management AdvisorJazz Capital May 2015 - May 2019Specialises in savings and insurance, alternative investments and business financing.• Extensive knowledge in financial planning, including but not limited to modern estate planning, retirement planning, and education funding.• Provides insurance solutions for businesses, family and personal in the likes of keyman insurance, mortgage and business financing insurance, income replacement insurance and medical insurance.• Carries alternative investment projects that include promissory notes, fixed income bonds, arbitrage fund, and pre-IPOs.
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Operations ManagerPlanyourwedding.My Jan 2015 - Mar 2015• Team Management• Content Moderating • Resources Planning• Create Operation Workflow -
Business Development Account ManagerPlanyourwedding.My May 2014 - Dec 2014• Strategic Consulting• Relationship Management• Achieving Sales Target• Product Improvement• Project Management• Vendor Acquisition
Fiona Loo, Acfp Skills
Fiona Loo, Acfp Education Details
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Management And Communication
Frequently Asked Questions about Fiona Loo, Acfp
What company does Fiona Loo, Acfp work for?
Fiona Loo, Acfp works for Rise Advisory
What is Fiona Loo, Acfp's role at the current company?
Fiona Loo, Acfp's current role is Personalised financial planning service | Coaching millennials to build active & passive income.
What schools did Fiona Loo, Acfp attend?
Fiona Loo, Acfp attended Segi College.
What skills is Fiona Loo, Acfp known for?
Fiona Loo, Acfp has skills like Estate Planning, Financial Advisory, Visual Merchandising, Social Media, Sales, Financial Planning, Photoshop, Employee Benefit Plan Design, Business Development, Team Leadership, Customer Relationship Management, Microsoft Office.
Who are Fiona Loo, Acfp's colleagues?
Fiona Loo, Acfp's colleagues are Raymond Toong (Fmva®), Faiz Fahmi, Charlene Khor, Allyssa Teow, Alice Lam, Jee Kin Chia, Joan Wong.
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