Lee Chee Khoon .
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Lee Chee Khoon . Email & Phone Number

Chief Operating Officer at Success Concepts Life Planners
Location: Wp. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia 13 work roles 2 schools
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Role
Chief Operating Officer
Location
Wp. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia
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Lee Chee Khoon . is listed as Chief Operating Officer at Success Concepts Life Planners, a with 15 employees, based in Wp. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia. AeroLeads shows a matched LinkedIn profile for Lee Chee Khoon ..

Lee Chee Khoon . previously worked as Senior Vice President at Success Concepts Life Planners and Vice President at Success Concepts Life Planners. Lee Chee Khoon . holds Masters In Business Administration from Universiti Putra Malaysia.

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Success Concepts Life Planners

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Profile bio

About Lee Chee Khoon .

As the newly appointed Chief Operating Officer (COO) of Success Concepts Life Planners, my mission is to:1. Drive operational excellence.2. Support strategic growth initiatives.3. Lead the expansion of our incredible team of consultants.A key initiative close to my heart is the 1 Million PFD Project (#1MPFD), an ambitious effort to empower one million people with the tools and knowledge to build their own Personal Finance Dashboards (PFDs). This project is designed to help individuals gain clarity on their financial standing, which I firmly believe is the foundation for effective financial planning.Throughout my career, I have consistently emphasized the importance of understanding one's current financial position before setting milestones or creating action plans. Many of our clients have chosen to work with us because of the financial clarity they have achieved through their Personal Finance Dashboards.In my new role as COO, I look forward to leading Success Concepts Life Planners into its next phase of growth, enhancing operational efficiency, and ensuring that we continue to deliver value to our clients and our team. I am excited to collaborate with like-minded individuals who are equally passionate about financial literacy and personal development.Let’s connect over a cup of coffee, matcha, or a ZOOM meeting to discuss your financial aspirations and how we can help you achieve them.

Listed skills include Six Sigma, Estate Planning, Cash Management, Lean Manufacturing, and 29 others.

Current workplace

Lee Chee Khoon .'s current company

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Success Concepts Life Planners
Success Concepts Life Planners
Chief Operating Officer
Employees
15
AeroLeads page
13 roles · 22 years

Lee Chee Khoon . work experience

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Chief Operating Officer

Current

Kuala Lumpur, Malaysia

As the newly appointed Chief Operating Officer (COO) of Success Concepts Life Planners, my mission is to:1. Drive operational excellence.2. Support strategic growth initiatives.3. Lead the expansion of our incredible team of consultants.A key initiative close to my heart is the 1 Million PFD Project (#1MPFD), an ambitious effort to empower one million people with the tools and knowledge to build their own Personal Finance Dashboards (PFDs). This project is designed to… Show more As the newly appointed Chief Operating Officer (COO) of Success Concepts Life Planners, my mission is to:1. Drive operational excellence.2. Support strategic growth initiatives.3. Lead the expansion of our incredible team of consultants.A key initiative close to my heart is the 1 Million PFD Project (#1MPFD), an ambitious effort to empower one million people with the tools and knowledge to build their own Personal Finance Dashboards (PFDs). This project is designed to help individuals gain clarity on their financial standing, which I firmly believe is the foundation for effective financial planning.In my new role as COO, I look forward to leading Success Concepts Life Planners into its next phase of growth, enhancing operational efficiency, and ensuring that we continue to deliver value to our clients and our team. I am excited to collaborate with like-minded individuals who are equally passionate about financial literacy and personal development.Let’s connect over a cup of coffee, matcha, or a ZOOM meeting! Show less

Oct 2024 - Present

Licensed Financial Planner (Ecmsrl/B6862/2016)

Kuala Lumpur, Malaysia

#1MPFD: I craft personalized strategies for individuals and businesses. I navigate local regulations, analyze financial goals, and provide concise advice on investments, retirement, risk management, and estate planning. My goal is to keep you well-informed and compliant in the ever-evolving Malaysian financial landscape.

Financial Literacy Speaker

Lee Chee Khoon

#1MPFD: Welcome to my LinkedIn profile! Financial Literacy, BIG word. It equips individuals and organizations with the knowledge and skills they need to make informed financial decisions.I have had the privilege of addressing diverse audiences, from corporate teams and employees to community groups. My mission is to inspire and educate, simplifying complex financial concepts, and providing practical insights that enable my audiences to take control of their financial… Show more #1MPFD: Welcome to my LinkedIn profile! Financial Literacy, BIG word. It equips individuals and organizations with the knowledge and skills they need to make informed financial decisions.I have had the privilege of addressing diverse audiences, from corporate teams and employees to community groups. My mission is to inspire and educate, simplifying complex financial concepts, and providing practical insights that enable my audiences to take control of their financial lives.Through engaging presentations, and workshops - I aim to demystify personal finance, instill confidence, and encourage a proactive approach to personal finance. If you're seeking a dynamic financial literacy speaker to EMPOWER YOUR TEAM, EDUCATE YOUR AUDIENCE, or ENHANCE YOUR EVENT, let's connect and explore how we can work together. Let's take the first step toward a financially literate and confident future, one engaging presentation at a time. Show less

Aia Life Planner

Kuala Lumpur, Malaysia

#1MPFD: I engage closely with both individuals and businesses, evaluating their risk profiles to recommend well-rounded coverage options. I am committed to simplifying the intricacies of insurance and empowering you to make informed choices that safeguard your assets, loved ones, and financial stability.My role extends to providing support and guidance when you need to file claims, ensuring a smooth and efficient resolution during challenging times.

Senior Franchisee & Rockwills Estate Planner

Kuala Lumpur, Malaysia

#1MPFD: Using the right estate planning tools, I will work with you to tailor a legally sound plan that reflects your wishes, protects your assets, and ensures a smooth transfer of wealth to future generations.

Avionics Engineer

Overseeing the avionics of B777s and A380s was a fulfilling responsibility, and I'm currently nostalgic about it. My time in aviation with the team at MAS was marked by a fantastic experience and substantial knowledge growth. Many thanks to the incredible team.

2012 - 2014 ~2 yrs

Strategic Planning Consultant

Thriving in a dynamic learning environment, I have successfully completed numerous Market Validation Projects commissioned by the Malaysian Technology Development Corporation (MTDC).

2011 - 2012 ~1 yr

Test Product Engineer

Petaling Jaya, Selangor, Malaysia

Commencement of my professional journey in the semiconductor industry.

2005 - 2007 ~2 yrs
Team & coworkers

Colleagues at Success Concepts Life Planners

Other employees you can reach at successconcepts.biz. View company contacts for 15 employees →

2 education records

Lee Chee Khoon . education

FAQ

Frequently asked questions about Lee Chee Khoon .

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What company does Lee Chee Khoon . work for?

Lee Chee Khoon . works for Success Concepts Life Planners.

What is Lee Chee Khoon .'s role at Success Concepts Life Planners?

Lee Chee Khoon . is listed as Chief Operating Officer at Success Concepts Life Planners.

Where is Lee Chee Khoon . based?

Lee Chee Khoon . is based in Wp. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia while working with Success Concepts Life Planners.

What companies has Lee Chee Khoon . worked for?

Lee Chee Khoon . has worked for Success Concepts Life Planners, Principal Asset Management Berhad, Lee Chee Khoon, Aia Malaysia, and Rockwills International Group.

Who are Lee Chee Khoon .'s colleagues at Success Concepts Life Planners?

Lee Chee Khoon .'s colleagues at Success Concepts Life Planners include Dr Joyce Chuah Phd, Erwin Soon, Sally Success, Grace Chuah, and Joyce Choo.

How can I contact Lee Chee Khoon .?

You can use AeroLeads to view verified contact signals for Lee Chee Khoon . at Success Concepts Life Planners, including work email, phone, and LinkedIn data when available.

What schools did Lee Chee Khoon . attend?

Lee Chee Khoon . holds Masters In Business Administration from Universiti Putra Malaysia.

What skills is Lee Chee Khoon . known for?

Lee Chee Khoon . is listed with skills including Six Sigma, Estate Planning, Cash Management, Lean Manufacturing, Retirement Planning, Microsoft Powerpoint, Portfolio Management, and Process Improvement.

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