Nicholas Chu (CFP,IFP,RFP)
Licensed Financial Adviser Representative
(licensed by Bank Negara Malaysia)
Licensed Financial Planner (CMSRL)
(licensed by Securities Commission Malaysia (CMSRL/A8904/2008)
Founder of Max Growth Wealth Planning and Management
Licensed Representative of Company
1. Financial Adviser Representative
Great Vision Financial Advisory Sdn Bhd
2. Financial Planning Representative
Phillip Wealth Planner Sdn Bhd
Education Background:
CFP (Certified Financial Planner) by FPAM.
IFP (Islamic Financial Planner) by FPAM
RFP (Register Financial Planner) by MFPC.
B. Mgmt (Hons) MMU
LCCI Certificate
Study Master of Phil with MMU (Topic of: The Malaysian saving and investment behavior”.
Professional Courses Attended
International “Money & You” 3Days 2 nights Program conducted by Taiwan Famous Trainer Wilson Lee Wei Sian
“EMBA Executive Program year 2008”, Conducted by Taiwan DOER’S Education Group.
Stephen R.Covey. “The 7 Habits of Highly Effective People” 3days Program.
Anthony Robbins “Wealth Mastery Program ~ Essential Strategies for Financial Freedom”, 4 days 3 nights in Singapore 2009.
“Wining for Life” 2days 1night Program Conducted by Taiwan DOER’S Education Group.
“Wealth Destruction and Rehabilitation – Helping Malaysian Retirement Clients Thrive” by Malaysia Famous Wealth Trainer Mr. Rajen Devadason
Besides above, I also frequently attended various International & Local Conference, Seminar, courses and so on.
Working background:
14 years working experience and had more than 5years experience in Financial Planning Industries. One of the pioneer people has both Bank Negara Financial Adviser Representative License and Securities Commission Financial Planning Representative License.
Currently holding Young Malaysia Movement (YMM) Melaka State Chairman and also serve as membership chairman in FPAM Melaka Chapter Committee.
Philosophy In Financial Planning industry.
I strongly believe a successful career in financial planning is “TRUST”. I believe only my client success will bring me success. My concept of serving is “My Client will be my best friend and my best friend is part of my family member.”
Wednesday, December 2, 2009
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