Fondly known as Bernard, is a Partner of IPP Wealth Planners Sdn.Bhd.,
historically associate to IPP Financial Services Holdings Group (Singapore's
leading IFA).
IPP, founded in 1983, is Asia’s most complete licensed financial planning advisory organization, offers a wide range of financial services and products, locally as well as internationally. Equip with two and a half decades of presence in this region and with current assets under management of SGD 2.2 billion in Singapore. IPP has developed proper financial planning processes, practical financial models and time proven benchmarks.
IPP has indeed made financial planning simple now for Malaysian as well. Thus, birthing the tag lines;
"IPP LIFETIME FINANCIAL SUCCESS",
"IPP FINANCIAL PLANNING MADE SIMPLE"
As a partner of the IPP financial planning group in Malaysia, Bernard is heavily involve in the Mentoring, Training & Development, whose role is to recruit and mentor a team of associates into dynamic leaders and driving the organization towards greater market heights in Malaysia.
In wealth planning, his expertise in the area of foundational financial security has benefited clients ranging from professionals, business owners and middle to high income individuals. Clients also benefited from his enriching expertise in the topic area of supplementary pension planning, cash flow management and regional investment.
Obtain his Bachelor of Business and Commerce in Economics from Monash University, Australia. Bernard is a competently trained professional with high ethical standards. Always being creatively intelligent, a result of international work and travel exposures, fun, energetic, caring and willingness to put others before himself, he is a firm advocator of innovation as an engine of change in the wealth planning industry and a believer that leadership is all about influence.
Other outstanding attributes:
Testimonial speaker for the largest assurance company in Malaysia, Great Eastern Life
Trained and worked for HMS Host Corporation in Philadelphia, United States in sales and business development.
National Cheerleading Award by the Malaysian Youth and Sports Minister, British Cheerleading Association and The Star Malaysia.
Hobbies & Interest : Martial Arts (Karate/Muay Thai), contemporary dance, music (r&b, hip-hop, classical), food & wine appreciation and travelling.