Title: Senior Vice President
Field of study: MBA (Nottingham University), B. Accounting (UM)
Qualifications: CFP, FIMM, PRS, CMSRL/ B5727/ 2015
Experience: 14th year
Field of experience: Personal Finance & Corporate Sales, Corporate PRS, Insurance, Estate Planning
Email: leechin@finaims.com

My story :

I am a Licensed Financial Planner, specializing in the areas of Investment Portfolio Management, Risk Management and Estate Planning.

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I started my career focusing on finance, auditing and taxation. I later joined a public listed company and a healthcare services provider where I was involved in risk management process facilitation and internal control audit assurance.

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Today, with FinAIMS, I work alongside my clients in their journey to achieve their financial goals, by offering suitable solutions and options. Being also passionate about promoting financial literacy, I have conducts seminars and workshops to raise awareness on various topics. E.g. Retirement Planning at Segi SJ MBA Connect; Life After Taylors at Taylors Lakeside Campus; Financial Fitness Workshop at Nottingham University Malaysia; and Mistakes to Avoid in Estate planning at IJM Bhd.