Corporate Profile - PFA v2

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PREMIER PROPERTY SDN BHD PREMIER FINANCIAL ADVISERS SDN BHD PREMIER INVESTMENT MANAGEMENT SDN BHD PREMIER SUCCESS PLANTATION BERHAD MALAYSIAN ACCREDITED WEALTH ACADEMY SDN BHD

Transcript of Corporate Profile - PFA v2

Page 1: Corporate Profile - PFA v2

PREMIER PROPERTY SDN BHDPREMIER FINANCIAL ADVISERS SDN BHD

PREMIER INVESTMENT MANAGEMENT SDN BHDPREMIER SUCCESS PLANTATION BERHAD

MALAYSIAN ACCREDITED WEALTH ACADEMY SDN BHD

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Premier Financial Advisers Sdn Bhd (Co. No. 478257-H)

Premier Financial Advisers Sdn Bhd is our Licensed Financial Adviser company. It is also The First Financial Adviser Company Licensed by Bank Negara Malaysia. We have, over the last 25 years provided our services to many large listed companies and small medium size industrial concerns.

Our clientele came from various trades including ship-owner, aircraft owner, listed developers' companies, hotels, offices, multi-storey apartments/ condominium, shopping complex, contractors and individuals. Our primary goal is to provide our client with the best coverage at the most reasonable terms; supported with our commitment to service at time of claim.

We emphasize the holistic approach which focus on our clients' interest as a whole and deliver Integrated Financial Advisory Services basing on our core competencies areas. We arrange all classes of life and general insurance and takaful coverage as the base for our clients' asset preservation plan. Risk Management Services is our value added support to our clients. We also tailor new product coverage to cater for new identified market niche.

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Our Vision– To be one of the leading financial adviser organization in Malaysia

Our Mission in Business– To provide the best financial adviser to our clients, with our core competencies as main

focus

Premier Financial Advisers Sdn Bhd (Co. No. 478257-H)

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Scope of Services / Products :Premier Financial Adviser Sdn Bhd

Offshore Labuan Products Singapore Sources Onshore & Offshore Products Mortgage/Bank Loan Property Related Insurance/MLTA & Takaful Employment/Entrepreneur Package Shariah Compliant Products

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MFPC FINANCIAL PLANNING WORKSHOPMFPC and Premier Group have been actively organizing the 2-days Financial Planning Workshop to the public and undergraduates for the last 4 years. The 2-days Financial Planning Workshops has been attended by about 5,000 undergraduates and about 3,500 public participants. Some of the public participants include Unit Trust and Insurance agents, INTAN trainees, PULAPOL police trainee and many teachers and government officers.

The noble objectives of the workshops as follows:·To promote financial planning education to all Malaysians;·To provide a platform for practical experience; to understand and to assess individual financial status;·To provide an avenue for information sharing and exchange; and ·To embrace professional practice of RFP to contribute and participate in public education.

Role of MFPC:·To serve as the national body responsible for unifying financial planning practices and strengthening the accountability, conformance to laws, regulations and ethics in the profession.·To serve as the central channel for the development, advancement and representation of financial planning professionals, practitioners and financial services providers.·To serve as the certification body for setting technical competency, practice and examination standards for those in the financial planning profession.·To serve as the self-regulatory body that provides and enforces a code of ethics and compliance requirements to ensure the public is served professionally.·To promote awareness to the public on the value and importance of financial planning.

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Key Personnel   

Kee Wah Soong Associate CIFP, ChFC, Shariah RFP, RFP, CFP, CLU, BSc (Hons), ACII, AMIIGroup CEO, Founder of groupVice President of Association of Financial Advisers (AFA) MalaysiaPast President and Founding Vice President of Malaysian Financial Planning Council (MFPC)Licensed Financial Adviser Representative , by Bank Negara MalaysiaPast President and Founding Deputy President of Malaysian Association of Chartered Financial Consultants (MAChFC)

Chong Poh Leng BSc (Information System) Executive Director cum License HolderReal Estate Agency Division Cheng Cha Shen RFP,CFPFinancial Adviser RepresentativeSenior Real Estate Executive Baharom Bin JamilFinancial Adviser RepresentativeProperty Management Manager

Nurul Fatihah KamarudinAdministrative Executive

 

 Our operation also working closely with a dedicated team of Real Estate

Negotiators specialized in Real Estate Investment

Lee Yik Howe Bach. Econs (Hons) UM Senior Real Estate Executive  Robert Leong Kheng Sun BSc (Hons)Senior Real Estate Executive Lee Siang Lin License Real Estate Agent Apprentice  Choo Soon OnnSenior Real Estate Executive  Fong Kok ShyongSenior Real Estate Executive 

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Premier Financial Advisers Sdn BhdNo.69-1 Bangunan Premier

Jalan Kampung Pandan55100 Kuala Lumpur

Tel : 03-9221 7789 Fax : 03-9221 3789

Our HQ :Our Fraser Business Park Office :

Premier Property Sdn BhdNo.2-4, Jalan Metro Pudu Satu

Fraser Business Park55200 Kuala Lumpur

Tel : 03-9221 7789 Fax : 03-9221 3789

Our JB Office Branch :Premier Property Sdn Bhd

Unit 0214, Indah Walk3Wisma SP Setia, Jln Indah 15

Bukit Indah, 81200 Johor Bahru

Tel : 03-9223 3111 Fax : 03-9221 3789

Email : [email protected] / [email protected] : www.financialadviser.com.my

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PREMIER PROPERTY SDN BHDPREMIER FINANCIAL ADVISERS SDN BHD

PREMIER INVESTMENT MANAGEMENT SDN BHDPREMIER SUCCESS PLANTATION BERHAD

MALAYSIAN ACCREDITED WEALTH ACADEMY SDN BHD

Fraser Business Park Office :Premier Property Sdn Bhd

No.2-4, Jalan Metro Pudu SatuFraser Business Park55200 Kuala Lumpur

Tel : 03-9221 7789 Fax : 03-9221 3789