ROBERT FOO JEE YEE
CFPCERT TM, MBA
Robert is the Co- Founder and Managing Director of MyFP Services Sdn Bhd. He is also a Director of iFPN Sdn Bhd (the 1st fee only financial planners network in Malaysia) and has over 20 years experience in financial services through senior positions in commercial banks, a global life insurance company and now as a licensed financial planner in MyFP serving mass affluent and high net worth individuals, professionals and business owners. He served as the Vice President of FPAM’s (Financial Planning Association of Malaysia) Board of Governors for years 2003 – 2005 and was also Chairman of FPAM’s Disciplinary Committee 2005, Chairman of the FPAM’s KL Chapter 2003-2005 and a member of FPAM’s Board of Certification and Standards and also FPAM’s Standards & Professional Review Committee. He has and continues to contribute significantly to the development of financial planning in Malaysia through talks, forums and direct engagements with Bank Negara and the Securities Commission. He has also appeared in various television programs and popular business radio shows like Bfm 88.9. He has given numerous talks to senior personnel in non-profit and commercial organisations including churches, NGOs and multinational commercial entities like Shell, IBM, Intel, HSBC, UBS Bank, Johnson & Johnson, General Electric, Dow Chemicals and Nestle. His articles and opinions have been frequently sought and published in mainstream English and vernacular newspapers and magazines including Personal Money, The Star, The Sun, The Edge Financial Daily and Oriental Daily.
Robert is also contributing back to society by participating in an NGO called Saya Anak Bangsa Malaysia (SABM) and was the Treasurer of the Jawatan Kuasa Penduduk(JKP) for MPSJ Zon 18 where he contributed his time to local community activities.
ENG MEEI YU
CFPCERT TM, B. Sc. (Hons.)
Eng Meei Yu is the Co-Founder and Executive Director of MyFP Services Sdn Bhd. She obtained her B.Sc. (Hons.) in Mathematics and Computing from Queen Mary College, University of London and is a Certified Financial Planner® (CFP). She has over 15 years experience in financial services initially in banking where she specialized in the development and marketing of retail financial products and services. Subsequently, she was with a foreign controlled life insurance company where she developed alternative distribution channels and bancassurance before moving to build her own practice as a licensed financial planner in MyFP. Currently, she is a Principal Consultant and Executive Director of MyFP Services Sdn Bhd (a member of iFPN). She is also a Director of iFPN Sdn Bhd. In addition to consulting with clients, she oversees the systems development, business operations & administration for the company. She regularly lectures in CFP® Programme courses and was the Treasurer of the FPAM KL Chapter for 2003 – 2004. She has contributed significantly to the development of financial planning in Malaysian through her lectures, talks and has contributed many articles and opinions to newspapers and magazines including the Oriental Daily newspaper.
CFPCERT TM, BA (Hons)
Chin Roiree is a licensed financial planner and an Associate Consultant of MyFP Services Sdn Bhd. She obtained her BA (Hons) in Accounting & Finance from Middlesex University London and is a Certified Financial Planner® (CFP). She started her career in Banking for 2 years and Accounting for 8 years and has also spent some time in the unit trust & insurance industry for total of 10 years experience.
The attainment of CFP has enlightened her that the current practice of delivering financial products and services in the market is not providing independent and unbiased advice to help clients for making optimal financial decisions. Much of the advice/options available to the public is biased and leads the clients to make impulsive decisions that may not meet their true financial goals or needs as many financial product/services/advice are provided to the clients by agents/intermediaries compensated with sales commissions through the selling of financial products or services.
Roiree is confident to serve clients independently and unbiasedly through MyFP that has been providing 100% Fee-Only financial advisory/services for all clients for many years. The 6 steps financial planning process is used to help clients build professional comprehensive financial plans, appropriately reflecting their unique personalities, lifestyles, goals and objectives, to achieve their financial goals.
APRYL LOO FONG YEE
Apryl, is a licensed financial planner and an Associate Consultant of MyFP Services Sdn Bhd. She obtained her Certified Financial Planner® (CFP) in year 2015.
She started her career with Singapore Airlines as a flight attendant and promoted to be a Leading Stewardess later on. Besides traveling around the world, she has more than 10 years of experience in customers service and team management. After the Airline Industry, she entered into the financial industry as a unit trust consultant as well as an insurance agent with a well know Malaysian unit trust company and a leading a similarly well known Malaysian life insurance company. She has gained her considerable financial knowledge and experience over the past 10 years in these 2 companies.
The attainment of CFP qualification has enlightened her on the importance of the profession of unbiased and independent financial advice because currently the majority of the financial individuals/distributors are commissions agents and the "advice" given can generally be classified as “sales talks” which will not be able to provide a comprehensive and optimum financial solution to the clients and their family's interests.
Apryl’s is passionate and confident to serve clients independently and unbiasedly through MyFP that has been providing 100% Fee-Only financial advisory/services for all clients for many years. The 6 steps financial planning process, is used to help clients clean up the mess and finally set clear financial and live goals and organisation for their financial life. Her objective is to ensure that clients meet their life goals by making more effective personal financial decisions comprehensively.
ELIJAH TING MOI KIENG
LAWRENCE OOI HAN SIANG
CFPCERT TM, BOT (Hons), CDMP
Lawrence Ooi is a licensed financial planner and an Associate Consultant of MyFP Services Sdn. Bhd. He obtained his Bachelor of Occupational Therapy (Hons) from National University of Malaysia and is a Certified Financial Planner (CFPCERT TM). He is also a Certified Disability Management Professional (CDMP). He started his career with SOCSO as Case Manager and is currently the Manager at SOCSO Rehabilitation Centre with 10 years’ experience in the field of disability management. He has also entered the financial industry as a unit trust consultant for more than 5 years in a well-known unit trust company in Malaysia.
Although he has gained considerable financial knowledge as a unit trust consultant, he is always enthusiastic in further pursuing professional knowledge. The attainment of CFPCERT TM has enlightened him that the current practice of delivering financial products and services in the market is not providing independent and unbiased advice to help clients make optimal financial decisions. The current financial market which is sales oriented, commission based with agency framework marketing strategy, leads the clients to make impulsive decisions that may not meet their true financial goals or needs.
Throughout his work with SOCSO as Case Manager, he has seen a lot of unfortunate disabled individuals who solely depend on SOCSO’s pension / compensation for living after becoming disabled due to accidents / illnesses. These disabled workers will normally face difficulties and have challenging life as they lost their ability to earn an income to support their living and at the same time they do not have enough resources. Their situation might have been changed/ improved if they have properly planned their finance especially in the aspect of risk management.
Lawrence is confident to serve clients independently and unbiasedly through MyFP that has been providing 100% Fee-Only financial advisory services to all clients for many years. The 6 steps financial planning process is used to help clients build professional comprehensive financial plans, appropriately reflecting their unique personalities, lifestyles, to achieve their financial goals. With the backgrounds in financial planning, rehabilitation & disability management, Lawrence is passionate to integrate the knowledge and experiences gained in these professions to help clients to achieve total financial well-being.
KIEW WOON LEY, WINNIE
CFP CERT TM , B. SC,
Winnie is a licensed financial planner and an Associate Consultant of MyFP Services Sdn Bhd. She obtained her B.Sc in Marine Biology from the University of Terengganu and is a Certified Financial Planner (CFP) holder. Due to lack of job as a Marine Biologist, she started her career with manufacturers of office furniture, as an office administrator and projects/exhibition coordinator for 10 years. Thereafter, she has joined a legal firm as a legal assistant for about 2 years. Concurrently, she also joined a renowned unit trust management company as a part time unit trust consultant and later full time for 6 years, serving and managing clients’ investment portfolios .
The attainment of CFP qualifications has enlightened her that financial planning is the "Essence" to drive a person's life path regardless of what their background. In other words, Everyone Must have a Plan. By joining MyFP Services Sdn Bhd that has been providing 100% Fee-Only financial advisory/services for almost two decades, she is confident and passionate to serve and help clients in achieving their financial goals and needs, independently, objectively and unbiasedly.
SIM GEOK LING
CFPCERT TM, MBA, C.A.(M), ACMA
Sim Geok Ling (SIM) is a Licensed Financial Planner and an Associate Consultant of MyFP Services Sdn Bhd. She is a Chartered Accountant of Malaysian Institute of Accountants (MIA) and an Associate of Chartered Institute of Management Accountants (CIMA). She holds a Master of Business Administration from the University of Manchester, United Kingdom in 2019. She is also qualified as a Certified Financial PlannerCert TM (CFPCert TM).
She has more than 22 years of working experience gained locally and overseas at managerial level in various areas covering accounting, group finance, corporate planning and finance, taxation, business operations, human resource and administration with Malaysia public listed group before moving to build her own practice as a licensed financial planner in MyFP Services Sdn Bhd.
As an accountant by profession, SIM always believes that “Failing to plan is planning to fail” and she reckons that financial planning and management is equally important at both corporate and individual level for financial goals achievement. Through her self-experience, she realised that most financial products and services offering in Malaysia is sales oriented and commission-driven, whereby independent and unbiased advice from client’s perspective is always not guaranteed. Sim trusts that 100% fee-only compensation model is the only model to motivate a financial planner to put client’s interest as top priority and minimise the possibility of conflict of interest. Hence, SIM decided to join MyFP Services Sdn Bhd as a fee-only financial planner.
With her accounting background and vast experience at corporate level as well as the knowledge in the personal financial planning, she is confident that she can assist the clients to achieve their financial goals and enhance their financial health at various life stages by providing independent, objective and unbiased financial advisory services on a fee-only compensation model.
SOO PIN SIN
CFP CERT TM
After 6 years as an insurance and Unit Trust agent, there is always a feeling of lacking no matter how well I service. I have heard of CFP for a while and took the decision of complete the course in 2019. My learning helped me to come to realization of importance and benefits of comprehensive financial planning. That brings me to now, Licensed Financial Planner registered with Security Commission. Decision to take a career path with MYFP Services Sdn Bhd, being the only firm that practise with fees only and fiduciary (act in client best interests) service, I am able to bring objective, valuable financial advice to my close family, relatives, friends and business owners.I believe that everyone needs financial planning and start young. It is more vital for future generation as our financial lives are just way more complicated than any other generation before us! The financial decisions we make now will affect us for a long time. We have seen student taking study loan. Most of us will not have enough to cover us completely in retirement with EPF. Changes of jobs security. Still planning to buy homes at a later age than our parents did. Starting business and family late. All these are real challenges and not every individual able or can find time to do it independently. And yet, we still want to have great experiences, fulfilling dreams.I want to navigate my financial life right, and help hard-working professionals and families use money as a tool to make them achieve their own life goal. Only good financial planning will help navigate and integrate all parts (budgeting, saving, credit, debt, investing, insurance, taxes, retirement, estate planning, the list goes on) of money usage wisely.