MR. Ooi Ho Seng, CFP, LPAResearch & Development Director

    Ooi Ho Seng is a Certified Financial Planner professional (CFP CERT TM). He specializes in Estate Planning & Retirement Planning. He is Penang Chapter Chairperson for Financial Planning Association of Malaysia (FPAM), and a member of the Federation of Investment Managers Malaysia (FiMM). He is also a Life Planning Advisor (LPA) of Great Eastern Life and a Professional Estate Planner of Rockwills Corporation. He holds a Unit Trust Consultant & PRS Consultant license from PRINCIPAL Asset Management Bhd.

    Since 2007, he has been passionately providing consultations to clients in areas ranging from personal estate distribution & business succession planning to investment & life insurance planning. He strongly believes an optimum solution in financial planning is a holistic one, and everyone should have access to it.

    Before being a financial planning practitioner, he was a Senior Software R&D Engineer with 10 years of experience designing complex engineering solutions. Logical and analytical skills inherited from an engineering background have become significant assets to him in providing comprehensive and well-thought-out solutions to meet the affluent market needs. He has developed some software tools to ease clients’ investment portfolio management and made retirement planning tools accessible to more people through an online Retirement Fund Estimator.