Guan is a PARTNER of IPP Wealth Planners Sdn.Bhd., an associate company of IPP Financial Advisers Pte Ltd (Singapore's leading IFA).
He is also a Certified Member with FPAM (Financial Planning Association of Malaysia).
Guan has been with IPP since Year 2009. Prior to that, he has 6 years working experience in 3 foreign banks; each one served as a stepping stone and helped him harness his skills as an Advisor in financial planning.
In addition, Guan is heading the Estate Planning division in the office.
His client relationship philosophy echoes the words of Zig Ziglar, “You can have everything in life you want if you will just help enough other people get what they want” In other words, it is possible to build a rewarding career in financial planning and at the same time uplifting the financial status of his clients.
These are some testimonials that Guan’s clients have given him:
- “Guan is a person who is trustworthy and dependable”
- “Not just trying to sell you something but really cares about your financial situation”
- “Knows his subject matter well”
- “Made the topic of financial planning easy for me to understand”
He is married with 2 beautiful daughters and resides in Subang Jaya.