THE TEAM (Malaysia)
Associate

The management team comprises a group of elite professional who are highly regarded in their respective fields.




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Name: Billy Teoh Ghee June
Position: Partner
Credentials: B. Commerce (Accounting & Finance), Monash University
Email:
Mobile: +6 012 227 8718
Office : +6 03 7499 0088
Brief Overview:

Fondly known as Billy is a Partner of IPP Wealth Planners Sdn.Bhd., an associate company of IPP Financial Advisers Pte Ltd (Singapore's leading IFA).

Promoted in 2015 as a Partner in IPP Malaysia, Billy is involved in training and mentoring a team of young dynamic associates. In addition, Billy is currently spearheading the investment operations in IPP Malaysia.

His expertise in the area of budgeted financial plan has benefited clients ranging from professionals, business owners and middle to high net worth individuals. Besides, clients have also benefited from him in the area of wealth planning in life insurance, unit trust, structured regular savings, property financing, supplementary pension, wills and trust planning as well as regional alternative investments.

Billy has obtained his Commerce degree majoring in Accounting and Finance from Monash University Australia back in 2008. He is competently trained with high professionalism and ethical standards. Besides, he is a firm advocator of continuous learning and is currently undertaking several professional certifications in the financial services industry. Going forward, he strongly believes on the importance of moving away from the conventional product-based approach to a much comprehensive consultative needs-based planning process.

His other outstanding achievements include:
  • Appointed speaker for in-house market outlook & investment seminars (2011 – 2014)

  • Invited testimonial speaker in Great Eastern Life Malaysia, the largest life assurance company in Malaysia (2013)

  • Conducted several Takaful seminars for professional firms in the accounting, interior design and architectural industry (2013)

  • Invited speaker in Capital TV “Out of Pocket” forum programme (2012)