CAPSPRING - Key Persons
Job Titles:
- Financial Adviser Representative ( FAR )
Ahmad Khalis has been exposed to the financial world through the eye of an Insurance Agent when he join Prudential way back in 2010, when he realized how important it is to spread awareness about financial management to all level of society. His goal has always been to ensure that his clients truly understand what they are about to sign for, as well as fully aware of the risks and the gains. As much as he loves being a financial advisor, nothing really compares to witnessing a client that manage to get back on the right financial track.
On the days he is off the financial route, he takes the fitness route and is now looking forward towards a six pack abs. That is, of course, if he manages not to touch any more nasi lemak daily.
Job Titles:
- Financial Adviser Representative ( FAR )
Ally has been in the financial line ever since she graduated in 2002, working firstly in a well known bank and later then Prudential in 2007. She understands the hardship a family goes through when one is in dire straits and she aims to help in any way she can.
Married with a child, she understands why most mothers' attention centres onto the child. Although child caring cuts her time short doing her favourite pastime of travelling and shopping, she still finds time singing, this time to her baby instead of with her husband in karaoke.
Angie Teh joined the senior management team in early 2013. She has been instrumental in ensuring the back end operations runs smoothly and also taken various other roles such as admin, communications as well as leading her own team of advisers.
Previously, she was a graphic and multimedia graduate and has been with Prudential since 2008. Her sweet demeanour has endeared her to many good and long term clients and moved her up beyond the glass ceiling that many agents encounters.
Job Titles:
- Financial Adviser Representative ( FAR )
Emmy as she is known, started off with AIA way back in 2003 where financial advisory is still at infancy. Her academic skills in business and marketing has brought her numerous success since then and her undying passion has also brought her to numerous places.
A person with a friendly disposition, she can be spotted around Petaling Jaya in her Ford Ranger running down jaywalkers.
Eno Wong, as he is known, started his financial advisory journey with Tokio Marine Life in 2007. Eno is based in Kuching where he finds so much potential in the locals where most doesn't know much about proper financial advisory, not as much as they know about cats, in fact.
Eno loves the outdoor and has gone up Mt Kinabalu and hiked up Mulu Caves for leisure. He hopes to see less people pollutes the jungle trail as the years goes by.
Job Titles:
- Financial Adviser Representative ( FAR )
Jimmy is a highly charged and energetic person and ever willing to lend a helping hand. Born and raised in Petaling Jaya, he is a IT grad and qualifies as a CFP. He joined Prudential in 2006 and has been a consistent performer since.
Jimmy believes herbal tea can help cure many bodily ills, however sometimes it's not the body but the emotional state of mind of a person that affects the person. The 5kg Tongkat Ali root still sits handily in his living room.
Job Titles:
- Financial Adviser Representative ( FAR )
Kuan Hui was the Head of Training in 2017 and has assumed the position of Head of Sales in 2019. He presently spearheads the sales development and leads the sales team to secure new deals and explore targeted market segment.
Michelle Tong joined us in early 2019 as Head of Training. She is instrumental informulating the right training to meet the essential training needs for everyone, on site and off site.
Formerly from Prudential, she brings with her more than 10 years of industry experience on top of her previous executive role in the fashion and beverages industry.
Always on the run, she adores her family life and loves to go to the hilltop for a breather of fresh air to escape the hustle life of the city and from her scores of suitors.
Job Titles:
- Financial Adviser Representative ( FAR )
Based in Kota Bharu, Amin has taken up the role as Head of East Cost since 2015 and has been consistently conducting various insurance classes internally as well as for the public.
He has been with Prudential since 2006 and prior to that, was a business lecturer as well as a well known chef specialising in Thai dishes. His specialty is the delicious mango rice with a dash of zingy mint for taste beyond this world.
Although afraid of air turbulences during flight, Amin believes turbulences in the financial sector will eventually bring about greater efficiency, transparency and better rewards to those who are prepared. He is also well prepared with a sampan in case Kota Bharu gets flooded during monsoon time.
Job Titles:
- Financial Adviser Representative ( FAR )
Job Titles:
- Financial Adviser Representative ( FAR )
Job Titles:
- Financial Adviser Representative ( FAR )
Job Titles:
- Financial Adviser Representative ( FAR )
Job Titles:
- Financial Adviser Representative ( FAR )
Job Titles:
- Financial Adviser Representative ( FAR )
Job Titles:
- Financial Adviser Representative ( FAR )
Job Titles:
- Financial Adviser Representative ( FAR )
Job Titles:
- Financial Adviser Representative ( FAR )
Job Titles:
- CEO of Capspring Temasik Financial Group and Serves on Its Board of Directors
Prior to setting up Capspring in 2012, Terry Yee has been with Prudential Malaysia since 2004 as a premier wealth planner, executing personal financial plans for individuals. He has served in several senior positions in SAAG Berhad, an oil and gas outfit and Padiberas Nasional Berhad (Bernas), the nations's premier rice company, responsible for managing the financial position for both companies. Terry Yee was also previously an auditor with PricewaterhouseCoopers. He can be contacted at terry@capspring.com.my or 012-3859118.
Always on the go, Terry is basically an optimist and consistently challenge the industry norm and pushes technology to propel the firm to greater heights. That aside, he hopes one day, Emirates Stadium will witness the emergence of the Champions League Trophy on its ground.
Job Titles:
- Financial Adviser Representative ( FAR )
Eno Wong, as he is known, started his financial advisory journey with Tokio Marine Life in 2007. Eno is based in Kuching where he finds so much potential in the locals where most doesn't know much about proper financial advisory, not as much as they know about cats, in fact.
Eno loves the outdoor and has gone up Mt Kinabalu and hiked up Mulu Caves for leisure. He hopes to see less people pollutes the jungle trail as the years goes by.