SUCCESS CONCEPTS - Key Persons
Jennifer's experience has spanned over 24 years in the financial services industry. She is a certified professional secretary, a CERTIFIED FINANCIAL PLANNER® professional and also a money coach.
Prior to that, she was a corporate employee with various multi-national companies.
<p">Jennifer's experience through various economic events and cycles since 1997 has made her an invaluable Wealth Advisor to her clients.
Kash Wong started her career in Shell Malaysia in 1992. She left the oil & gas company after 5 years of corporate life to join the financial services industry in 1997. In 2001, she became one of the first Associate Financial Planners (AFPM) in Malaysia.
Kash has been also been frequently recognized as a Premier Club Qualifier for her excellent performance in the company.
Job Titles:
- Senior Vice President
- Ex - Banker
He specialises in restructuring distressed portfolios and over the years, Chee Keen has successfully turned around various loss-making portfolios into profitable ones by managing and selecting appropriate portfolio segments as part of his restructuring program.
Chee Keen is an ex-banker who was attracted to Success Concepts Life Planners' core values, one of which is placing customers' interests first and their tagline of "We invest in You".
Lee Chin graduated with a Master of Business Administration with Merit from University of Nottingham and holds an Upper Class Honours degree in Accountancy from the University of Malaya (UM).
Lee Chin started her career in public accounting firms where she was exposed to knowledge in finance, auditing and taxation. Later, she was attached to Chemical Company of Malaysia Bhd. and Columbia Asia Healthcare Sdn. Bhd. where she was involved in risk management process facilitation and internal control audit assurance.
Today, Lee Chin is an MDRT Life Planner with Success Concept Life Planners. Her passion in her career started from her personal desire to be financially free and to help others meet their financial goals in Wealth Protection.
Job Titles:
- Vice President
- CERTIFIED FINANCIAL PLANNER
Bee Kheng is a CERTIFIED FINANCIAL PLANNER® professional, a professional accreditation from the Financial Planning Association of Malaysia (FPAM).
Bee Kheng holds a Diploma in Personnel Management. She has been in the financial services industry since 2004.
Bee Kheng has many years of experience in diverse areas relating to the area of Business Management, Accounting, Finance, Administration, Personnel Management and Project Management.
Bee Kheng has worked with various established public listed and private organizations which have given her solid and extensive exposure to major needs based projects. This experience is an asset to her ability to adopt a flexible but goal orientated portfolio management style in a dynamic investment environment locally and globally.