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
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