Meet The Team
Cheah Zi Kah, CFP
®
Professional
Founder & Managing Director
Qualification：
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CFP ® Professional (Certified Financial Planner)
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Associate RFP (Registered Financial Planner)
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PEPA (Professional Estate Planning Advisor)
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FIMM, PCE, CEILLI, TBE, Business Information System (HONS)
Experience：
1. Over 10 years of experience in the financial industry, specialising in Unit Trust, Insurance, and Will & Trust, with a comprehensive understanding of financial planning (wealth protection, accumulation, allocation, and distribution).
2. Certified Financial Planner (CFP), offering tailored financial solutions for both individuals and businesses to drive results.
3. Previous role as Business Development General Manager at an investment holding company, overseeing strategic growth initiatives and operational excellence.
4. Managed Assets Under Management (AUM) of over RM150 million and led a high-performing agency force of 400+ professionals, fostering organisational growth and profitability.
5. Expertise in agency building, mentoring financial planners, and implementing strategies that empower teams to achieve their full potential while providing personalized financial advisory services to clients.
Founder & Managing Director
Steve Wan Yong Chin
Experience：
1. Over 20 years experience in company operations and marketing, with a strong focus on driving growth and efficiency in business processes.
2. Experienced in the optical industry, having managed operations for a renowned branded optical store chain, contributing to its regional success.
3. Former Regional Manager for a branded optical store chain, overseeing multiple locations and ensuring consistent performance across regions.
4. Proven track record in marketing and operational strategy, successfully implementing initiatives to enhance brand visibility, customer engagement, and sales growth.
5. Skilled in team leadership, cross-functional collaboration, and developing marketing campaigns that resonate with target audiences, leading to improved market positioning and operational excellence.
6. Experience in the oil and gas industry, sole distributor rights for both East and West Malaysia.
Exclusive Marketing Arm for Legacy Global Opportunities Fund
