• Her formal qualification includes:
    • Degree in Accounting,University Malaya (1994)
    • Member of Institute of Accountants( since 1997)
    • Masters of Business Administration, University Of Western Sydney (locally, 2003)
    • Certified Financial Planner since 2006

 

  • Her work experience started with:
    • Ernst & Young as an auditor, gaining the experience in various industries from trading, insurance to finance as well as special investigative review of companies.
    • Then, an accountant in a medium size company to have hands-on experience on the operational side of an accounting department.  She was an assistant group accountant of a company listed in Bursa Malaysia before embarking on self-employment

 

  • She believes in sharing knowledge, building relationship and adding values to others with the intention to guide individuals to get the best out of every sen they make or own. She has contributed to :
    • Personal Money magazine column, “Money Makeover” providing insights and guidance to those who have concerns about their finances.
    • Today’s Choices magazine October and November issue on business and personal finance

 

  • She has been and at present an invited speaker and trainer on areas of personal finance for organizations like:
    • CIMB Wealth Advisors Sdn Bhd
    • The Institution of Engineers Malaysia
    • Global University For Lifelong Learning(GULL)
    • Key Term Sdn Bhd

 

  • With the passion to educate people on managing their finances, her highly practical approach is incorporated in all her trainings and workshops to the public such as:
    • Know Your Finance Series – half day programs that covers essential areas of an individual’s personal finance which includes proper cash flow management, setting financial goals and understanding insurance and investments
    • How To Take Care Of Your Money – Understanding personal finance, setting financial goals and action plan to achieve those goals
    • S.W.O.T For Your Finances – critically analyse an individual’s finances and planning what to do next to improve

 

  • Through personal consultations which is one-to-one advices on proper money management, techniques and tools recommended are catered to individual situation and needs in areas like savings of the income, keeping track of the expenditure and the ways to grow the savings.

 

  • Besides covering the personal side of money management, she also makes full use of her knowledge of accounting by sharing how to look at business numbers from a layman or business person point of view.

 

  • On the whole, she can guide you to go from where you are now to where you want to be in the future – a happier, healthier and wealthier you.

Leave a Reply

Your email address will not be published. Required fields are marked *