Li Ping Loo Email and Phone Number
I’m Grace and I have been in the insurance and financial industry for 9 years. From being very skeptical about salesperson & disliking insurance products, there came a time where it has totally changed my perspective of it. Losing both parents at age 17, though with the help of PTPTN (government education loan), I struggle to pay for my tertiary education fees as I do not have enough funds. In my final year of degree studies, I started my career journey in insurance planning for hopes of earning enough to pay for the remaining balance of my university fees. But it was at that moment I realized how important a proper financial planning would have helped and eased my situation.After graduating from university, I’ve decided to continue to pursue this career full-time so that I can equipped myself with the proper financial planning knowledge and also to give advises and best suited recommendations according to my client’s mission, vision, values and goals.I am currently a licensed Financial Advisor and also an approved Capital Market Services Representative. I have obtained both Certified Financial Planner (CFP®) & Shariah Registered Financial Planner (SRFP) qualifications.You can reach out to me for the following:•Give advises and best suited recommendations according to my client’s mission, vision, values and goals.•Provide guidance to corporate companies on topics such as employee benefits to attract and retain your valuable employees.•Specialized in personal and family budgeting, debt management, savings objectives and strategies.•Provide advises on investment strategies, estate planning considerations, protection planning through insurance and retirement accumulation.
Axen Alpha Advisory Sdn Bhd
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Vice PresidentAxen Alpha Advisory Sdn Bhd Mar 2023 - PresentPetaling Jaya, Selangor, Malaysia•Mentored new team members on applying due diligence procedures, life and disability insurance solutions.•Answered clients' questions about the purposes and details of financial plans and strategies.•Increased client satisfaction rating by providing fantastic, personalised service to every client.•Created and implemented internal systems to streamline customer service, office management and compliance.
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Licensed Financial AdvisorFirmus Financial Sdn Bhd Jan 2022 - Mar 2023Petaling Jaya, Selangor, Malaysia•Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop a financial plan.•Profiled and analyzed investment products to develop customized financial strategies for clients' financial needs.•Explained and documented for clients the types of services to be provided, and the responsibilities to be taken by the personal financial advisor. -
Premier Life PlannerAia Apr 2016 - Nov 2021•To give advises and recommendations according to client’s mission, vision, values and goals.•Provide guidance to corporate companies on topics such as employee benefits to attract and retain your valuable employees.•Specialised in personal and family budgeting, debt management, savings objectives and strategies. -
Senior Talent Acquisition SpecialistWealth And Health Creation Jan 2020 - Mar 2021Subang Jaya, Selangor, Malaysia•Determining selection criteria, hiring profiles, and job requirements for vacant positions.•Sourcing potential candidates through online company career portals, recruitment sites, job boards, social platforms•Evaluating applications and screening candidates via calls or emails, as well as facilitating pre-interview assessments.•Compiling interview questions and conducting in-person or video call interviews with shortlisted candidates.•Documenting processes and fostering good relationships with potential candidates and past applicants.•Developing hiring strategies and procedures in line with industry trends, as well as keeping informed of advancements in the field. -
Private TutorFreelance 2009 - 2019MalaysiaHelping students in their lower and upper secondary to excel in their national examination mainly PMR (Penilaian Menengah Rendah) and SPM (Sijil Pelajaran Menengah). Specialised Subjects:•Modern Mathematics•Additional Mathematics•Biology•Chemistry•Science•English Language
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Social Media Strategist For Event Organizing Cum Personal AssistantWealth And Health Creation Oct 2015 - Dec 2015Malaysia
•Design social media strategies to achieve marketing targets.•Manage, create and publish original, high quality content.•Administer all company social media accounts ensuring up-to-date content.•Collaborate with managers and development teams to create social ‘buzz’ regarding upcoming events and contests. •Manage all event set-up, tear down and follow-up processes.•Maintain event budgets.•Book venues, photographers, and schedule speakers.•Conduct final inspections on the day of the event to ensure everything adheres to required standards.•Assess an event’s overall success and submit findings on improvements for future events. •Act as the point of contact between the manager and clients.•Handle requests and queries appropriately.•Take dictation and minutes.•Produce reports, presentations and briefs.•Devise and maintain office filing system. -
Administrative Assistant Cum Personal TutorPusat Tuisyen Akademik Aug 2013 - Oct 2013Selangor, Malaysia•Involve in tutoring middle-sized class (<20 people) for Elementary and Middle school students•Private tutor session (1 to 1) for students requiring more focus and attention•Involve in planning, scheduling and organizing the working schedule for all tutors•Prepare study materials for tutors and students•Payroll management and issuance of receipts to all students•Rewarding students for excellence results
Li Ping Loo Skills
Li Ping Loo Education Details
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Upper Second-Class Honours -
Distinction
Frequently Asked Questions about Li Ping Loo
What company does Li Ping Loo work for?
Li Ping Loo works for Axen Alpha Advisory Sdn Bhd
What is Li Ping Loo's role at the current company?
Li Ping Loo's current role is Licensed Financial Adviser | CFP® | ShRFP | BSc (Hons) Financial Mathematics.
What schools did Li Ping Loo attend?
Li Ping Loo attended Universiti Tunku Abdul Rahman (Utar), Universiti Tunku Abdul Rahman (Utar).
What skills is Li Ping Loo known for?
Li Ping Loo has skills like Insurance, Risk Management, Financial Analysis, Finance, Employee Benefits Design.
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