Licensed Financial Planner


Wong is a Licensed Financial Planning Practitioner and Adviser. He obtained his Financial Planner Representative License from Securities Commission and Financial Adviser Representative license from Bank Negara. His license is currently attached with Phillip Wealth Planners Sdn Bhd.

Currently, he serves as a committee of FPAM (Financial Planning Association of Malaysia) Melaka Chapter and also a proud holder of few international and local recognized professional certifications namely CFP (Certified Financial Planner) and AEPP (Associate Estate Planning Practitioner). Under the CFP certification course education provider (Max Wealth Education Sdn Bhd), Wong conducts classes on CFP certification course as a lecturer.

Wong gives comprehensive financial advice and sound knowledge to individuals and families on various aspect of financial planning ranging from money management, investment, risk management, retirement planning, estate planning and business continuation.


Education Background

  • Multimedia University, Bachelor of Business Administration (Hons)
  • Universiti Teknologi Malaysia, Master of Business Administration (Strategic Management)
  • Financial Planning Association of Malaysia, Certified Financial Planner (CFP)
  • Estate Planning Practitioners Limited, Associate Estate Planning Practitioner (AEPP)


Association Background

  • Certified Member of Financial Planning Association of Malaysia (FPAM)
  • Committee of FPAM Melaka Chapter
  • Member of Estate Planning Practitioners Limited (EPPL)


Achievers Award

  • 2018

    Top Recruiter 1st Runner Up (Phillip Wealth Planners Sdn Bhd)
    Top Recruiter 2nd Runner Up (Phillip Mutual Berhad)

  • 2019

    Top Recruiter Champion (Phillip Wealth Planners Sdn Bhd)
    Top Plan Writing 2nd Runner Up (Phillip Wealth Planners Sdn Bhd)

  • 2020

    Top Plan Writing Champion (Phillip Wealth Planners Sdn Bhd)
    Top Recruiter 1st Runner Up (Phillip Wealth Planners Sdn Bhd)
    Million Dollar Producer (Phillip Capital)