|
Brief Overview:
|
C.T. Lim is a Senior Partner & Director of IPP Wealth Planners Sdn.Bhd., a subsidiary company of IPP Advisors Sdn Bhd with its headquarters based in Singapore.
IPP, being an international financial planning organization offers a wide range of services and products, locally as well as internationally. Having more than 19 years of experiences in this region, IPP has developed proper financial planning processes, practical financial models and time proven benchmarks. IPP has indeed made financial planning simple. Thus, birthing the tag lines;
"IPP FINANCIAL PLANNING MADE SIMPLE",
"IPP, LIFETIME FINANCIAL SUCCESS"
Besides heading the IPP financial planning organization in Malaysia, C.T. trains and mentors a team of financial advisors, his expertise has also benefited clients such as banks, listed companies, corporations, high net worth and high income individuals.
Graduating from the United States in 1987 with a Bachelors of Business Administration C.T. had his first exposure to the financial planning industry while still there.. Upon returning to Malaysia C.T. quickly ventured into the insurance industry with Great Eastern Life Assurance (M) Bhd in 1988.
Besides being appointed Group Sales Manager and achieving world-renowned recognitions such as Member of the Million Dollar Round Table, he was a pioneer professional will writer in the will and trust planning industries. Adding to his wealth of experiences, C.T. also deals with investment products such as unit trust, managed funds and asset management services, both locally as well as internationally. Besides, speaking on the financial planning and professional platforms, he lectures with a renowned educational provider, and provides training for corporations.
Besides serving as a member of professional bodies in
- NAMLIFA - The National Association of Malaysian Life
Insurance & Financial Advisors,
- FPAM - Financial Planning Association of Malaysia
- MFPC - Malaysian Financial Planning Council
C.T. is also a firm believer in continuous education.
His credentials include
- BBA - Bachelors of Business Administration
- RFP - Register Financial Planner
- CFP - Certified Financial Planner
- ChFP - Charted Financial Practitioner
- ChLP - Charted Life Practitioner
Married with 3 adorable children, he's also actively serving as the President of Crimson Court Full Gospel Business Men's Fellowship, an International Christian Organization.
|
