Winson Tung Email & Phone Number

I am a Certified Financial Planner with over 10 years experience in the financial services industry and my areas of focus are in Estate Planning, Wealth Planning and Risk Management.Motivated to serve my clients better and more professionally, I moved out from the banking industry to become an independent financial planner back in 2012. One of the concerns that most people would have is "is the financial planner I am dealing with knowledgeable enough to advice me? Or is he/she just motivated to close a sale?". I constantly upgrade my knowledge to ensure advice given are in the best interests of my clients and my desire is to create long term meaningful relationships with them.In Malaysia, about close to 90% of the population do not have a will. With that in mind, I have been providing free educational talk to corporates who are interested to educate their staff or clients on the topic of "The importance of Estate Planning". I have done talks in AIA, HSBC Bank, See Hoy Chan and RHB Bank to name a few.I specialise in :Wills & TrustBusiness succession planningUnit trust investmentsOffshore investmentsInsuranceBereavement planningTo contact me : Email - Tungmy82@gmail.comphone no : 012-6923192

Listed skills include Portfolio Management, Financial Planning, Investments, Retirement Planning, and 13 others.

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  University Of Technology, Sydney

  Economics & Business It