ASSOCIATE

If you are a CFP®, RFP or ChFC or are in the process of obtaining such similar qualifications and would like to practice and start a financial planning practice for your own, you can join us as an Associate through our special Associate Scheme.

If you have your own accounting, secretarial, tax or legal firm and would like to partner with us to provide financial planning and advisory services into your practice, we also have a specially designed Associate Scheme for you.

Our Associate Scheme has these advantages:

• Start with minimal capital.

• Immediately have available the necessary internationally recognized tools and advisory processes to provide comprehensive financial plans and on an going services to your clients.

• Reduce the hassle and cost of obtaining licensing as you will be attached to a licensed financial planning company.

• Learn the ropes from experienced fee-only practitioners of comprehensive financial planning.

• Be trained through a structured one-on-one training program that focuses on practice management rather than academic knowledge.

• Benefit from a whole range of no upfront load products and services which are geared towards fee-only planners.

• Be part of a network that has global connections to practicing fee-only financial planning.

• A chance to be a part of a collective and growing voice for fee-only planners in Malaysia under the iFPN network and brand.

• Benefit from the iFPN client referral system.

If you are interested to join iFPN as an Associate, please send your contact details to us at [email protected] or call/whatsapp +6017-616 7576

KIEW WOON LEY, WINNIE

CFP^{CERT TM}, B. SC,

Winnie is a licensed financial planner and an Associate Consultant of MyFP Services Sdn Bhd. She obtained her B.Sc in Marine Biology from the University of Terengganu and is a Certified Financial Planner (CFP) holder. Due to lack of job as a Marine Biologist, she started her career with manufacturers of office furniture, as an office administrator and projects/exhibition coordinator for 10 years. Thereafter, she has joined a legal firm as a legal assistant for about 2 years. Concurrently, she also joined a renowned unit trust management company as a part time unit trust consultant and later full time for 6 years, serving and managing clients’ investment portfolios .

The attainment of CFP qualifications has enlightened her that financial planning is the "Essence" to drive a person's life path regardless of what their background. In other words, Everyone Must have a Plan. By joining MyFP Services Sdn Bhd that has been providing 100% Fee-Only financial advisory/services for almost two decades, she is confident and passionate to serve and help clients in achieving their financial goals and needs, independently, objectively and unbiasedly.

SHANE HO TSHUN WEI

CFP^{CERT TM}, EMBA, BEc (Hons)

Shane is a Licensed Financial Planner and an Associate Consultant of MyFP Services Sdn Bhd. He graduated with a Bachelor of Economics (Hons) from Universiti Malaysia Sabah and his Executive Master of Business Administration from Open University Malaysia. He is also a CERTIFIED FINANCIAL PLANNER® Professional.

He started his career as an employee with a local General Insurance company for four years serving agents, business owners, and the public. Hereafter, he entered the Financing Industries for ten years serving the Micro-Enterprises, Small and Medium Enterprises, and Professionals. He leaves his employment and becomes a full-time agent selling Unit Trust and Insurance. Subsequently, he upgraded into a Licensed Financial Planner.

Shane took up the CFP^{CERT TM} certification to improve his service and found the public was confused with the concept of financial planning. They believed by getting a financial product from the agent is equal to having proper Financial Planning in place when it is only a part of the big picture. Shane thinks the confusion started when the financial product/service provider focuses on profit-taking first compared to providing unbiased proper financial advice to a client. Thus, Shane views the type of compensation plan in practice to determine whose value we are serving as crucial.

Forward-thinking, Shane believes the fiduciary and unbiased fee-only financial advice approach is the best value proposition for his client. Therefore, practicing with the pioneer of Fee-Only Financial Planning Firm in Malaysia, MyFP Service Sdn Bhd has become the preferred choice for Shane.

On top of attending the professional courses relevant to his profession, Shane also devotes his time to community service, self-development, and spiritual growth via participating in organizations like Junior Chamber International, Toastmasters International and serving in his local church.

ELIJAH TING MOI KIENG

CFP^{CERT TM}, EMBA, M.Div., B.Sc. (Hons)

Elijah Ting is a licensed financial planner and an Associate Consultant of MyFP Services Sdn. Bhd. He graduated with honors from Quantic School of Business and Technology, Washington, DC, and obtained his degree of Executive Master of Business Administration. He is also a CERTIFIED FINANCIAL PLANNER® professional.

Elijah started his career in financial service as an insurance agent and then a unit trust consultant. From his experience he realized that the best way to help clients to achieve their financial goals is fee-only financial planning, as fee-only financial planners act solely in the best interest of the clients, providing comprehensive, independent, unbiased professional advice and planning. Thus, he decided to move from a commission-based unit trust consultant to a fee-only financial planner and joined MyFP Services Sdn. Bhd.

Elijah believes that financial planning not only can help clients to achieve their financial goals but also their life goals. In other words, financial planning is also life planning. His passion is to promote financial wellbeing through education, planning and coaching. He is also a sought-after speaker on various topics.

Meetings with Associates over the years in our previous office in Bukit Jalil Golf and Country Resort, Bukit Jalil, Seri Petaling.

More training on various financial topics.

Training sessions at our old office in Bkt Jalil

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