Choon Hong Wong
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Choon Hong Wong Email & Phone Number

Licensed Financial Planner at PhillipCapital
Location: Malacca, Malaysia, Malaysia 7 work roles 4 schools
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Current company
PhillipCapital
Role
Licensed Financial Planner
Location
Malacca, Malaysia, Malaysia
Company size
1191 employees

Who is Choon Hong Wong? Overview

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Quick answer

Choon Hong Wong is listed as Licensed Financial Planner at PhillipCapital, a company with 1191 employees, based in Malacca, Malaysia, Malaysia. AeroLeads shows a matched LinkedIn profile for Choon Hong Wong.

Choon Hong Wong previously worked as Head of Advisory at 8Vi Fin Malaysia Sdn Bhd and Unit Trust & PRS Consultant at Phillipcapital. Choon Hong Wong holds Master Of Business Administration (Mba), Strategic Management, First Class from Universiti Teknologi Malaysia.

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Email format at PhillipCapital

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PhillipCapital

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Profile bio

About Choon Hong Wong

Choon Hong is a Licensed Financial Planner and Financial Advisor Representative who provides comprehensive financial solution.He assist his clients in managing their financial affairs to achieve life goals, which involves- Financial health check- Risk management- Wealth accumulation & enhancement- Legacy planning

Current workplace

Choon Hong Wong's current company

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PhillipCapital
Phillipcapital
Licensed Financial Planner
Malacca, Malaysia
Website
phillip.com.sg
Employees
1191
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Company profile
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7 roles

Choon Hong Wong work experience

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

Head Of Advisory

Current
8Vi Fin Malaysia Sdn Bhd

Melaka, Malacca, Malaysia

- Develop and implement the overall strategic direction for the financial advisory function to align with the company's goals and objectives.- Manage and lead a team of advisors to ensure the necessary resources, skills, and support to deliver high-quality financial advisory services.- Deliver risk management strategies that fit client's risk profiles..

Feb 2023 - Present

Licensed Financial Planner

Current
Phillipcapital

Melaka, Malacca, Malaysia

Examines immediate and long-term financial situations of individuals and companies in using their savings, income, and make investments appropriately.- Assists clients in develop and achieve financial goals.- Provides advisory for areas such as insurance planning, asset allocation, tax planning, investment planning, retirement planning, estate planning..

Apr 2017 - Present

Unit Trust & Prs Consultant

Current
Phillipcapital

Melaka, Malacca, Malaysia

Authorised by Federation of Investment Managers Malaysia (FiMM) to promote, market and distribute over 400 unit trust funds from 29 fund houses and Private Retirement Schemes (PRS) from 7 PRS providers.

Apr 2016 - Present

Financial Advisor Representative

Phillipcapital

Melaka, Malacca, Malaysia

Deliver risk management strategies that fit client's risk profiles. Develop customized plan to solve personal, family and corporate risk related issues.

Nov 2019 - Nov 2022

Senior Estate Planner

Current
Rockwills International Group

Melaka, Malacca, Malaysia

Provide solutions and support services in the areas of succession, administration and distribution of wealth. Specialise in will-writing, family trust and business trust.

Nov 2016 - Present

Wealth Planner

Prudential Assurance Malaysia Berhad

Melaka, Malacca, Malaysia

Deliver risk management strategies that fit client's risk profiles. Develop customized plan to solve personal, family and corporate risk related issues.

Jun 2015 - Nov 2019
Team & coworkers

Colleagues at PhillipCapital

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

JW Jonathan Wang Jonathan Wang Colleague at PhillipcapitalSingapore, Singapore View → BD Ben Dover Ben Dover Colleague at PhillipcapitalDidam, Gelderland, Netherlands, Netherlands View → SF Simon Foo Cfp® Simon Foo Cfp® Colleague at PhillipcapitalSingapore, Singapore, Singapore View → HM Helen Muay Helen Muay Colleague at PhillipcapitalSingapore, Singapore View → FC Funda Coşkun Funda Coşkun Colleague at PhillipcapitalIstanbul, Türkiye, Turkey View → RP Rajesh Pawar Rajesh Pawar Colleague at PhillipcapitalMumbai, Maharashtra, India, India View → NG Niharika Golechha Niharika Golechha Colleague at PhillipcapitalMumbai, Maharashtra, India, India View → FY Fook Yuan Sng Fook Yuan Sng Colleague at PhillipcapitalSingapore, Singapore View → AI Ayunie Ismail Ayunie Ismail Colleague at PhillipcapitalWP. Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia, Malaysia View → MV Maheswaran Venkataraman Maheswaran Venkataraman Colleague at PhillipcapitalSingapore, Singapore View →
4 education records

Choon Hong Wong education

Islamic Financial Planner (Ifp), Financial Planning

Islamic Banking And Finance Institute Malaysia (Ibfim)

Islamic Financial Planner (IFP) is designed especially for professionals and personnel serving the retail segment of the Islamic financial.

Certified Financial Planner (Cfp), Financial Planning

Financial Planning Association Of Malaysia (Fpam)

CERTIFIED FINANCIAL PLANNER™ certification is the standard of excellence in financial planning. CFP® professionals meet rigorous.

Bachelor Of Business Administration (Bba), International Business, Second Class Upper

Multimedia University
FAQ

Frequently asked questions about Choon Hong Wong

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

What company does Choon Hong Wong work for?

Choon Hong Wong works for PhillipCapital.

What is Choon Hong Wong's role at PhillipCapital?

Choon Hong Wong is listed as Licensed Financial Planner at PhillipCapital.

Where is Choon Hong Wong based?

Choon Hong Wong is based in Malacca, Malaysia, Malaysia while working with PhillipCapital.

What companies has Choon Hong Wong worked for?

Choon Hong Wong has worked for Phillipcapital, 8Vi Fin Malaysia Sdn Bhd, Rockwills International Group, and Prudential Assurance Malaysia Berhad.

Who are Choon Hong Wong's colleagues at PhillipCapital?

Choon Hong Wong's colleagues at PhillipCapital include Jonathan Wang, Ben Dover, Simon Foo Cfp®, Helen Muay, and Funda Coşkun.

How can I contact Choon Hong Wong?

You can use AeroLeads to view verified contact signals for Choon Hong Wong at PhillipCapital, including work email, phone, and LinkedIn data when available.

What schools did Choon Hong Wong attend?

Choon Hong Wong holds Master Of Business Administration (Mba), Strategic Management, First Class from Universiti Teknologi Malaysia.

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