OUR TRAINERS
WILFRED LIM
BSc.(Hons), CFP CERT TM, IFP
Wilfred is the founder of Practical Wealth (PW), an education provider for the Certified Financial Planner (CFP) and Islamic Financial Planner (IFP) certification programs.
Practical Wealth's primary missions are:
- To produce CFP practitioners who can apply financial planning knowledge to solve problems.
- To impart technical skills to the public on how to manage and control their finances.
Wilfred is passionate about financial planning and has facilitated the CFP program since 2012. Furthermore, he conducts various financial planning classes for laymen to help them manage their finances on their own. His research background enables him to solve confusing matters and simplify complicated subjects.
As an advisor, Wilfred has been in the financial planning industry for 23 years and a Licensed Financial Planner for over 10 years. He has written articles published in Money Compass and the Borneo Post.
He was the Chapter Chairman for FPAM Sabah Chapter for three terms and held various leadership positions in associations and clubs.
AVRIL YAP
B.Com (Actg&Fin),
CFP CERT TM, IFP, CBC
Qualifications
* Bachelor of Commerce (Accounting and Finance major) – Australia
* Certified Financial Planner (CFP) - obtained in 2006
* Islamic Financial Planner (IFP) - obtained in 2022
* Certified Behavioural Consultant - 2017
With 26 years in the financial line, Avril is an experienced professional in money management, unit trusts, and investment planning.
Currently she's a Group Agency Manager with a leading investment company in Malaysia, guiding 100 consultants in her agency.
A regular trainer and speaker on company platform, Avril has covered training on technical topics such as stock investments, insurance planning, property investments and soft skills such as mindset power, limiting beliefs and behavioural styles. Avril is also a regular contributor of articles to Smart Investor magazine.
At present she is also the Deputy Chairman for Johor chapter, Financial Planning Association of Malaysia (FPAM).
LEE KHEE CHUAN
B.A., CFP CERT TM, ChFC,
CLU, FLMI
Lee Khee Chuan is the principal of www.EstatePlanningMalaysiaAcademy.com and a Bank Negara Malaysia and Securities Commission of Malaysia’s Licensed Financial Adviser Representative.
He specializes in helping professionals and business owners to achieve their financial goals with his knowledge in unit trust investing, value averaging, integrated will & trust planning, and business estate planning.
His clients are accountants, engineers, surveyors, architects, and business owners.
Lee is also known for contributing to financial and estate planning articles in The Star, Smart Investor, Personal Money magazines, and Free Malaysia Today (FMT).
He is the first financial advisor who advocates the integrated approach to estate planning, using the will, testamentary trust, living trust, life insurance nomination, EPF nomination, and business ownership.
© 2023 Practical Wealth Sdn Bhd (1154301-M)
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