Ms.Eva Wong

FAR, CMSRL, HRDF, CFP, AEPP, BQSurv, MSc, MRICS

  • Strong believer that everyone can take charge of their life and pursue life goals and dreams through effective financial management
  • Emphasizes the importance of correct knowledge and implementation for wealth creation success
Ms.eva Wong Financial And Investment Coaching And Planning Trainer
Credentials
  • Graduated from the University of Technology Malaysia with a first-class degree in Quantity Surveying
  • Completed a master’s degree at the same university
  • Holder of the Capital Market Services Representative License and Financial Adviser Representative license issued by the Securities Commission Malaysia and Bank Negara Malaysia
  • Certified and licensed Financial Planner
  • Obtained licenses for insurance, will, and trust to provide comprehensive financial advice to clients
  • Became a licensed financial planner with the aspiration to help more people achieve financial success
  • Received awards in the financial industry, including the Million Ringgit Producer Award and the Rising Star Award
  • Received two Excellence Awards for Certified Financial Planning courses from the Financial Planning Association Malaysia (FPAM) on two Planning Modules: The Investment Module and Insurance & Estate Planning Module
Experience
  • Active property, shares and unit trust investor with over 10 years of practical experience in the investment field
  • Currently investing in US and Malaysia share markets
  • Practices financial planning and specializes in investment planning at CC Advisory Sdn. Bhd.
  • Started the career as a cost controller/quantity surveyor in the construction industry, developing a strong interest in cost control
  • Applied knowledge from working experience, specifically in cost control, to personal finance
  • Studied private investments and began the investment journey in properties, stocks, and unit trust funds since 2007
  • Transitioned from the construction industry to the financial industry, starting as a unit trust advisor
  • Co-authored a book titled “Money Guide for Individuals and Companies,” available in Popular, Kinokuniya, and MPH bookstores nationwide

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