Our Management Team

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Derick Tan Kian Keong

Director/ Chief Executive Officer

ceo_derickDerick is a Registered Financial Planner (RFP), a Chartered Financial Practitioner (FChFP), and a Chartered Life Practitioner (ChLP) holding a Financial Adviser’s Representative Licence from Bank Negara Malaysia.

He has had over 20 years’ experience in the areas of financial planning, human development and performance management. Derick regularly conducts investment-related training programmes and has successfully groomed many associates into professional financial advisers.

Besides that, he frequently speaks at public seminars addressing the various issues related to financial planning and writes articles on financial planning in the newspapers and financial journals.

Currently, he is Secretary- General of the Association of Financial Advisers Malaysia.

 

 

 

Phang Kar Yew

Executive Director/Head of Investment Services

KYPhang Phang holds the following prestigious professional qualifications in financial planning: Certified Financial Planner (CFP), Chartered Life Practitioner (ChLP), Chartered Financial Practitioner (ChFP) and Registered Financial Planner (RFP). He specializes in investment and retirement planning.

He is also licensed by the Securities Commission Malaysia as a Capital Markets Services Representative and by Bank Negara Malaysia as a Financial Adviser’s Representative.

Phang is actively involved in the development of the financial planning industry as Past Chairman of the Malaysian Financial Planning Council’s National Council cum CMSL/FA Development Committee which works towards spearheading the development of the financial services industry.

An accountant by training, Phang is a member of the Certified Public Accountants Australia (CPA) and the Malaysian Institute of Accountants (MIA).  Phang began his career with Coopers and Lybrand before moving on to ABN-AMRO Bank Bhd.

He regularly speaks on various issues relating to financial planning in public seminars and writes articles for financial journals and local newspapers.

 

 

 

Dennis Chin Chee Keong

Director

IMG_4448Dennis is licensed by Bank Negara Malaysia as a Financial Adviser’s Representative.

An accountant by training, he has been a member of the Chartered Institute of Management Accountants since 1998. In 2012, he obtained the Certified Financial Planner (CFP), a prestigious professional qualification in financial planning.

He is actively involved in the Malaysia Division of Chartered Institute of Management Accountant as 2nd Vice Chairman in the Membership, Networking and Social Committee. The role of this committee includes developing and looking after members’ privileges.

Before embarking on a career in the financial planning industry, Dennis worked in several multinational companies as management accountant. He has vast experience in the area of management accounting and management reporting in the engineering and manufacturing businesses.

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