ALPINE ADVISORY - Key Persons
Job Titles:
- HEAD of FINANCIAL PLANNING, LICENSED FINANCIAL PLANNER
Job Titles:
- Chief Executive Officer
- Chief Executive Officer, LFP, LIFP, FAR, IFAR
Kelly was raised by a single mother who worked three jobs a day to make ends meet. Instilled in her from an early age was the importance of managing money.
After graduating from Bachelor of Engineering from Multimedia University, Kelly continued to pursue Certified Financial Planner™ (CFP®) course. She brings 19 years of experience in the financial services industry, during which she has achieved numerous industry awards. These include the AKARD personal platinum and the prestigious Million Dollar Round Table award (MDRT) in 2010, 2015, and 2018. She has also contributed to the online magazine Smart Investor, Female Magazine, the Edge, and Business Today, spoken on the BFM radio station, and, in 2018 the winner of the Malaysian Financial Planner Year Award.
Kelly has been invited to speak at various financial planning events and is a panelist at one of the financial symposiums organised by FPAM. She is also a dedicated mentor to many financial planners and serves around 400 clients.
In Kelly's view, managing good wealth means having options in life. It is possible for us to design the lifestyle we desire. If you are a ‘CEO' of your own money, having a financial planner is like having a ‘CFO' to assist you.
Job Titles:
- Licensed Financial Planner
- Member of the Admin & Finance Committee of the Malaysian Financial Planning Council
After a career spanning nearly two decades as a lawyer, during which he managed his own law firm, Messrs. CS Lew & Partners, for seven years, Chee Seong decided to retire in 2016. He obtained his Bachelor of Law (LLB) from the University of Reading, UK, in 1994, and as a litigator, he specialized in banking, civil, commercial, and corporate litigation and advisory work.
Chee Seong is an active member of the Admin & Finance Committee of the Malaysian Financial Planning Council since 2015. Prior to joining Alpine Advisory, he previously served as a shareholder and director of ECL Advisory Sdn Bhd, a financial advisory firm. With his legal and financial expertise, he provides tailored solutions to his clients that reflect their unique needs and goals.
Aside from his professional pursuits, Chee Seong has been involved in the arts for more than two decades. He was a member of Five Arts Centre until 2015, and he also taught English to displaced Hazara Afghan refugees in Ampang under an initiative by ElShaddai Centre Bhd in partnership with the Hazara Women Empowerment Centre.
Job Titles:
- OPERATION EXECUTIVE, LICENSED FINANCIAL PLANNER
Job Titles:
- Director
- Director, LFP, LIFP, FAR, IFAR
Job Titles:
- Financial Planner
- Licensed Financial Planner
Having built and run two enterprises over ten years, Yeng Yee has a strong understanding of cash flow, debt, and risk management; crucial skills for any entrepreneur to ride the ups and downs of challenging business environments.
He also understands the impact of good financial planning as a client himself. It has enabled him to maintain personal financial health, while giving him freedom to fulfil his dreams and pursue an adventurous life over a 20-year career.
Yeng Yee is a financial planner who brings a different perspective to the table.