Leon Lee, Cfp ™️
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Leon Lee, Cfp ™️ Email & Phone Number

Licensed Financial Planner at PhillipCapital
Location: Subang Jaya, Selangor, Malaysia 5 work roles 4 schools
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✓ Verified Jun 2026 3 data sources Profile completeness 86%

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Current company
PhillipCapital
Role
Licensed Financial Planner
Location
Subang Jaya, Selangor, Malaysia
Company size
1191 employees

Who is Leon Lee, Cfp ™️? Overview

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Quick answer

Leon Lee, Cfp ™️ is listed as Licensed Financial Planner at PhillipCapital, a company with 1191 employees, based in Subang Jaya, Selangor, Malaysia. AeroLeads shows a matched LinkedIn profile for Leon Lee, Cfp ™️.

Leon Lee, Cfp ™️ previously worked as Financial Advisor Representative at Vi Fin and Coach at 8Vi Holdings Limited. Leon Lee, Cfp ™️ holds Bachelor Of Applied Management, Business Administration And Management, General, Bachelor Degree from Federation University Australia.

Company email context

Email format at PhillipCapital

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PhillipCapital

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Profile bio

About Leon Lee, Cfp ™️

Hi, I'm Leon, a guy who used to believe I was "good" at managing my own finances. But looking back now, I realize I made quite a few mistakes with my financial decisions, resulting in a loss of over six figures💸💸. It was a valuable lesson that led me on a quest for a solution.In my pursuit, I discovered the power of 📈📈Comprehensive Need-Based Financial Planning📋📋. I delved into understanding the intricacies of various financial instruments and how to analyze and utilize them to improve our financial standing. This newfound knowledge not only helped me make better financial decisions for myself, but it also allowed me to empower others to live better lives💪🏻💪🏻.Now, I take pride in assisting my clients in achieving financial clarity, confidence, and empowerment. Their peace of mind is my priority as we proactively build a secure financial future together😌😌.I firmly believe that everyone deserves to have their financial plans in place, much like a soldier must be equipped before heading into a battlefield. Let's work together to secure your financial future and build a life you can confidently enjoy❤️‍🔥❤️‍🔥.

Current workplace

Leon Lee, Cfp ™️'s current company

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PhillipCapital
Phillipcapital
Licensed Financial Planner
Subang Jaya, MY
Website
phillip.com.sg
Employees
1191
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Company profile
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5 roles

Leon Lee, Cfp ™️ work experience

A career timeline built from the work history available for this profile.

Financial Advisor Representative

Current
Vi Fin

Selangor, Malaysia

Provide advisory on how to achieve client financial goals, especially retirement by using generating a proper financial planning for each individual. Like annual health check, I believe everyone of us should know our financial status clearly so that we can avoid disappointment and discouragement. You only live once, and you should live it to the fullest.

Apr 2023 - Present

Licensed Financial Planner

Current
Phillipcapital

Selangor, Malaysia

Provide various investment options to assist individuals to achieve their HERO ( House, Education, Retirement and Others) goals

Sep 2022 - Present

Coach

Current
8Vi Holdings Limited

Malaysia

Actively coaching and assisting participant to understand the fundamental and essence of Value Investing. A value-investor since 2016.A crypto-investor since 2018.

Mar 2020 - Present

Tuition Centre Manager

Super Education Group

Malaysia

Working and studying under this company employee further study programme after graduated from SPM.Been working as a tuition centre manager in this group (Subang USJ 9 branch) and grow the team up to 10 members.Achieved yearly revenue over RM 2 million per annum for this branch.

Jan 2008 - Dec 2019
Team & coworkers

Colleagues at PhillipCapital

Other employees you can reach at phillip.com.sg. View company contacts for 1191 employees →

CL Chenxi Li Chenxi Li Colleague at PhillipcapitalSingapore, Singapore View → BW Boon Wah Lee Boon Wah Lee Colleague at PhillipcapitalSingapore, Singapore View → ST Shin Tien Tao Shin Tien Tao Colleague at PhillipcapitalSingapore, Singapore View → BK Bhargavi K Bhargavi K Colleague at PhillipcapitalSingapore, Singapore View → DC Dawn Chua Dawn Chua Colleague at PhillipcapitalSingapore, Singapore View → LL Leonda Lim Leonda Lim Colleague at PhillipcapitalSingapore, Singapore View → RL Rhaine Lee Rhaine Lee Colleague at PhillipcapitalSingapore, Singapore View → TB Teo Bian Chin Teo Bian Chin Colleague at PhillipcapitalSingapore, Singapore View → NH Niick Heng Niick Heng Colleague at PhillipcapitalSingapore, Singapore, Singapore View → DS Duygu Sıla Doğan Duygu Sıla Doğan Colleague at PhillipcapitalFethiye Bucağı, Muğla, Türkiye, Turkey View →
4 education records

Leon Lee, Cfp ™️ education

Bachelor Of Applied Management, Business Administration And Management, General, Bachelor Degree

Federation University Australia

Completed this course through distance learning at Stamford College, Petaling Jaya

Certified Financial Planner, Financial Planning And Services, Post Graduate

Max Wealth Education

Study financial planning and complete my CFP

Spm, Secondary School

Smk Sultan Ibrahim Kulai

Activities and Societies: Boy Scott Committee Members (AJK Pengakap) Chinese Language Society Committee Members （华文学会委员会）Actively involved.

Upsr, Primary School

Sjk(C) Kulai 2

One of the 19 students who get 7 As in UPSR back then

FAQ

Frequently asked questions about Leon Lee, Cfp ™️

Quick answers generated from the profile data available on this page.

What company does Leon Lee, Cfp ™️ work for?

Leon Lee, Cfp ™️ works for PhillipCapital.

What is Leon Lee, Cfp ™️'s role at PhillipCapital?

Leon Lee, Cfp ™️ is listed as Licensed Financial Planner at PhillipCapital.

Where is Leon Lee, Cfp ™️ based?

Leon Lee, Cfp ™️ is based in Subang Jaya, Selangor, Malaysia while working with PhillipCapital.

What companies has Leon Lee, Cfp ™️ worked for?

Leon Lee, Cfp ™️ has worked for Phillipcapital, Vi Fin, 8Vi Holdings Limited, and Super Education Group.

Who are Leon Lee, Cfp ™️'s colleagues at PhillipCapital?

Leon Lee, Cfp ™️'s colleagues at PhillipCapital include Chenxi Li, Boon Wah Lee, Shin Tien Tao, Bhargavi K, and Dawn Chua.

How can I contact Leon Lee, Cfp ™️?

You can use AeroLeads to view verified contact signals for Leon Lee, Cfp ™️ at PhillipCapital, including work email, phone, and LinkedIn data when available.

What schools did Leon Lee, Cfp ™️ attend?

Leon Lee, Cfp ™️ holds Bachelor Of Applied Management, Business Administration And Management, General, Bachelor Degree from Federation University Australia.

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