Our Team

We are agile group of people.
Constantly focused on growth and beeing better

Meet Our Team

 Management Team

 Management Team

Max Ng
Founder & Managing Director

Maxine Ng
Director

Felix Neoh
Director – Financial Planning

Max Ng Founder & Managing Director

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Max Ng is a Licensed Financial Planner with Securities Commission Malaysia and a Financial Adviser’s Representative with Bank Negara Malaysia. He has over 16 years in the financial services industry. Graduated from Curtin University of Technology, Australia with a Bachelor of Commerce (Accounting), he started his audit career in Ernst & Young and PricewaterhouseCoopers and subsequently joined his client, a Japanese multinational company in finance and logistics. Having obtained his membership as a Certified Practicing Accountant (Australia) in 2004, he developed an interest in investment and joined the top unit trust management company in Malaysia providing needs-based investment planning services. During that time, he also obtained his membership as a Chartered Accountant (Malaysia) by Malaysian Institute of Accountants (MIA) in 2007. Being one of the youngest group agency manager at that time, he felt that there is more to investments than just selling of financial products. Therefore, believing in long-term learning and continuous self-development, he went on to pursue his Certified Financial Planner (CFP) by the Financial Planning Association of Malaysia (FPAM) in 2008 to enhance his knowledge and service level and to also bring this relatively new profession in Malaysia to greater heights. He then moved on to be a co-founder of a licensed independent financial planning and advisory firm for almost 8 years since 2010 where he was involved in the overall business operations of the company from strategy, sales, recruitment, compliance management and reporting to backend finance and accounting. Truly believing that Malaysia is in need of a major overhaul in the wealth management service industry, he is now embarking on his new journey with Finwealth Management where he will focus on using financial technology as an enabler to build an independent wealth management practice platform that delivers good quality financial advice and world-class digital customer service experience to the under-served Malaysians who are the mass affluent and millennials market.

Maxine Ng
Director

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Maxine Ng graduated from Curtin University of Technology, Australia, with a Bachelor Degree in Commerce majoring in Marketing and Management. She began her career with SEGi College (Subang Jaya) as a Course Counsellor in 2006. Her working experience includes marketing, operations and product management in the real estate and information technology industry. She then developed her interest in financial planning and is now looking after Operations & Compliance Management in Finwealth Management. Prior to joining Finwealth, she was attached to IBM and Avnet for 5 years. She is also a licensed financial planner as well as a financial adviser’s representative with Securities Commission Malaysia and Bank Negara Malaysia respectively. \n\n She believes in building long-term client relationships and that it is important to provide independent financial advice to help clients meet their needs and financial goals.

Felix Neoh Director – Financial Planning

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Felix Neoh Hock Leong joined Finwealth Management Sdn. Bhd. as Director of Financial Planning effective from 21 October 2019. In this capacity, Felix spearheads FWM’s development of financial planning services and solutions to ensure that clients are able to access holistic wealth management products and services to help them achieve all their financial goals and life priorities. He is a Certified Financial Planner (CFP CERT TM) and holds a Capital Market Services Representative License (CMSRL) from the Securities Commission of Malaysia and a Financial Advisor’s Representative license from Bank Negara Malaysia. He also holds an MBA from the University of Strathclyde, UK. Prior to becoming a financial planner in 2015, Felix spent over 20 years in the financial services industry, and has extensive experience in the areas of consumer banking and asset management. He was the head of wealth management in a leading Malaysian bank where he was responsible for managing the distribution of wealth management products. Prior to joining FWM, Felix was Director of Products & Advisory at leading local financial planning practice. His focus is in providing holistic wealth management services, including fee-for-service financial planning advice to a wide range of Malaysian individuals. Felix is also a frequent contributor to various financial publications and is regularly featured in The Edge, TV3 and BFM Media.

 Practice Management Team

 Practice Management Team

Beeli Chin
Life Insurance

Jess Hon
Estate Planning

Beeli Chin
Life Insurance

Jess Hon
Estate Planning

Our Advisory Team

Beeli Chin
Licensed Financial Planner

Sophine Soong
Licensed Financial Planner

Ocean Pon
Licensed Financial Planner

Kenny Khoo
Licensed Financial Planner

Wong Chee Yang
Licensed Financial Planner

Chan Li Yun
Licensed Financial Planner

Jess Hon
Licensed Financial Planner

Jovyn Ong
Licensed Financial Planner

Lim Siew Li
Licensed Financial Planner

Wei Fun
Financial Adviser’s Representative

Jojoe Foo
Licensed Financial Planner

Jessica Caroline Yee
Licensed Financial Planner

Beeli Chin

Licensed Financial Planner


Beeli Chin is a licensed financial planner under Securities Commission Malaysia and a Financial Adviser’s Representative under Bank Negara Malaysia. She graduated from Campbell University studying Bachelor of Science. She has 15 years of experience in the insurance industry. She joined the financial planning industry because her experience made her a strong believer of financial planning process as it helps clients holistically in every stage of their lives. Hence she made her way to complete the professional certification to qualify and apply as a Licensed Financial Planner in 2018.

Sophine Soong

Licensed Financial Planner


Sophine Soong is a licensed financial planner under Securities Commission Malaysia and a Financial Adviser’s Representative under Bank Negara Malaysia. She graduated from Staffordshire University studying Degree in Business Computing. She has more than 16 years experience in the insurance industry and 13 years experience in estate planning management. She joined the financial planning industry because she believes that proper financial planning should cover all areas  such as Cash Management, Wealth Protection, Wealth Accumulation, Wealth Transfer & Performance Monitoring. Hence, she wishes to share her knowledge to help clients reduce their financial risks and achieve their financial goals.

Ocean PON

Licensed Financial Planner


Ocean is a licensed financial planner under Securities Commission Malaysia. He graduated from Universiti Tunku Abdul Rahman studying Degree of Actuarial Science. He has 5 years of experience in the insurance industry. He joined the financial planning industry because he strongly believes in Holistic Financial Planning as this will bring meaning and value to client’s financial success.

Kenny Khoo

Licensed Financial Planner


Kenny Khoo is a Associate Advisor. He graduated from Multimedia University studying Bachelor of Mechanical Engineering. He has 8 years experience in the commercial bank sector. He joined the financial planning industry because he believes that good financial planning is the foundation for one to achieve their financial objectives.

Wong Chee Yang

Licensed Financial Planner


Wong Chee Yang is a Financial Adviser's Representative under Bank Negara Malaysia. He graduated from Universiti Malaysia Kelantan studying Bachelor of Applied Science (Materials Technology). He has 2 years of experience in the financial planning industry. He joined the financial planning industry because he realized it is crucial for him to educate the public so they do not fall into financial traps without knowing.

He still remembers back then from 2015 to 2017 there were so much "get rich quick" scheme, or Money Game, and he just couldn’t stand on these illegal organizations taking the public's monies and used it in an unethical way. However, as a science stream student, he couldn’t explain to his friends on how these organizations operated and lied the public investors. Therefore, this has got him curious about financial literacy and management. He strongly believes it is crucial for us to educate the public so they do not fall into trap without knowing. 

Good news is, he has now completed and passed his CFP course Module 1, 2 & 3 which qualifies him as a Financial Adviser’s Representative, and of course he’s now on his way to completing the last module - Module 4 to become a licensed financial planner!

Chan Li Yun

Licensed Financial Planner


Li Yun is a licensed financial planner under Securities Commission Malaysia and a Financial Adviser’s Representative under Bank Negara Malaysia.

As a graduate with an Advanced Diploma in Commerce, majoring in Financial Accounting cum partial Pre-professional Stages of ACCA (the Association of Chartered Certified Accountants), she has more than 15 years experiences in the field of auditing and accounting with managerial role positions. Her previous engagement in Baker Tilly Monteiro Heng, IBM Malaysia, Renaissance Hotels Kuala Lumpur and Maju Nusa Sdn Bhd gave her diverse exposure in different industries and lead her be a versatile Financial Planner.

She believes that everyone deserves adequate or higher standard of living including sufficient wealth to live a happy and fulfilling life. And this could be achieved by proper wealth management planning to grow wealth in a more effective way.

Jess Hon

Licensed Financial Planner


Jess Hon is a licensed financial planner under Securities Commission Malaysia and a Financial Adviser’s Representative under Bank Negara Malaysia. She graduated from Universiti Putra Malaysia studying Bachelor Degree in Human Development and holds a Master of Arts (communication) certificate from Universiti Sains Malaysia . She has 6 years of experience in banking and 3 years of experience in comprehensive financial planning. She joined the financial planning industry because she is passionate in learning, writing, connecting with people and a strong believer in "Financial planning is for Everyone"

Jovyn Ong

Licensed Financial Planner


Jovyn Ong is a licensed financial planner under Securities Commission Malaysia and a Financial Adviser’s Representative under Bank Negara Malaysia. She graduated from Multimedia University studying Bachelor of IT (Hons) Business Information System. She has 7 years of experience in the insurance industry and several years of experience in the banking industry. She joined the financial planning industry because it has always been her passion to create awareness to the public on financial literacy and the importance of having HFP for every family.

Lim Siew Li

Licensed Financial Planner


Siew Li is a licensed financial planner under Securities Commission Malaysia and a Financial Adviser’s Representative under Bank Negara Malaysia. She graduated from Universiti Sains Malaysia studying Bachelor Degree of Communication. She has 9 years of experience in the insurance industry and 3 years of experience in the financial planning industry. She joined the financial planning industry because she loves this profession putting client's benefit at first priority and she hopes to help people recognize the right way to achieve their financial goal.

Wei Fun

Financial Adviser's Representative


Wei Fun is a Financial Adviser’s Representative under Bank Negara Malaysia. She graduated from Kolej Tunku Abdul Rahman studying Advance Diploma in Commerce (Business Management). She has more than 10 years of experience in the insurance and unit trust industry. She joined the financial planning industry because she strongly believes that clients have the right to choose among all the products in the market and decide which best suits their needs, and joining a financial company is the solution for that.

.Jojoe Foo

Financial Adviser's Representative


Jojoe is a licensed financial planner under Securities Commission Malaysia and a Financial Adviser’s Representative under Bank Negara Malaysia. She graduated from Universiti Sains Malaysia studying Bachelor of  Arts. She has 12 years of experience in the insurance industry, 6 years of experience in the unit trusts industry and 8 years of experience in the estate planning industry.  She chose to become a Licensed Financial Planner as she felt that the current level of awareness in financial planning in the society is low. Hence, there is a great need to increase this level of awareness. She also believes that everyone needs to have a sound financial plan so that one can use it as a guide to retire comfortably. In order to accomplish this, one needs to be given relevant, fair and unbiased information about the financial products that are available. She aims to meet these needs of a client.

 

Jessica Caroline Yee

Licensed Financial Planner


Jessica Caroline Yee is a licensed financial planner under Securities Commission Malaysia and a Financial Adviser’s Representative under Bank Negara Malaysia. She graduated from SEGI University and KDU Management Development Center studying the full modules for the CERTIFIED FINANCIAL PLANNERCERT TM certificate.  

She has more than 15 years’ experience in the banking industry with 5 different banks & more than 10 branches. She also had experience in handling high profile clients, directors and biz owners. Moreover, she provides training for debt management & loans restructuring.

She joined the financial advisory firm in 2015 because she wants to provide holistic advice and help her clients to achieve their goals with a structured platform.  

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