I am here to ensure your wealth be PROTECTED, PRESERVED, ENHANCED and properly DISTRIBUTED.
I'm a Registered Financial Planner, licensed by Bank Negara and Securities Commission of Malaysia
“Accurate before Accumulate”
I made unbiased and genuine advice based on your objectives and purpose throughout your Financial Planning Process. Without pushing on products that doesn’t match your needs!
How can I provide service to you?
Explore the range of services I provide. Let me know your objectives and if you have anything specific that I can assist.
WhatApps / 20 mins call
Still unsure? WhatApps or schedule a 20 mins call with me. Let’s get to know each other!
Ready, Plan, Action
Let’s turn your plan into action and make it achievable.
I was in banking industry for 10 years before converting myself as Licensed Financial Planner at Year 2016. Throughout the years, I accumulated the most valuable experience covering the whole range of financial planning from Insurance Planning, Estate Planning, Retirement Planning to Investment Planning. I am beyond passionate and look forward in helping my clients to reach their financial goals.
In order to provide a professional and quality range of financial planning to my clients, I am working with a team of experienced professionals with their own specialty in the financial business. Therefore, during our financial planning process, we are supported with quality financial resources from every business partner.
I am with FA Advisory, a licensed financial advisory firm headquartered in Kuala Lumpur, Malaysia. FA Advisory is a one-stop centre for wealth management and financial planning solutions. It offers professional and unbiased services tailored to clients' needs. FA Advisory is a member of Financial Alliance Group based in Singapore
Besides, I am representing Rockwills as well, an established trust company in Malaysia. Specialized in professional Estate Planning, comprising Will-Writing, Trust, Custody and Advisory Services. We are well-focused into estate and wealth succession planning by providing insightful advice for every different client’s estate.
I was in banking industry for 10 years before converting myself as Licensed Financial Planner at Year 2016. Throughout the years, I accumulated the most valuable experience covering the whole range of financial planning from Insurance Planning, Estate Planning, Retirement Planning to Investment Planning. I am beyond passionate and look forward in helping my clients to reach their financial goals.
In order to provide a professional and quality range of financial planning to my clients, I am working with a team of experienced professionals with their own specialty in the financial business. Therefore, during our financial planning process, we are supported with quality financial resources from every business partner.
I am with FA Advisory, a licensed financial advisory firm headquartered in Kuala Lumpur, Malaysia. FA Advisory is a one-stop centre for wealth management and financial planning solutions. It offers professional and unbiased services tailored to clients' needs. FA Advisory is a member of Financial Alliance Group based in Singapore
Besides, I am representing Rockwills as well, an established trust company in Malaysia. Specialized in professional Estate Planning, comprising Will-Writing, Trust, Custody and Advisory Services. We are well-focused into estate and wealth succession planning by providing insightful advice for every different client’s estate.
Bette Ooi
Licensed Financial Planner in Penang Island
Representing FA Advisory Sdn Bhd
https://faadvisory.my/consultants/ooibettee
Tanjung Tokong, Penang
T: +6012 437 0009
E: betteeplans@gmail.com / ooibettee@fa.my
