Management Profile
Evonne Chen, CFP®, Managing Partner
Evonne Chen is a Licensed Financial Planner with Standard Financial Planner Sdn. Bhd.(SFP), holding the Capital Market Services Representative License by Securities Commission , the Financial Advisor Representative License by Bank Negara Malaysia and the Corporate Unit Trust Advisor Representative License by Federation of Investment Managers Malaysia(FIMM). Evonne was appointed as Director for advisory and practice management since 2010 for SFP Practice Office in Ipoh and by having the licenses from the regulators, Evonne has met the compliance requirement to provide comprehensive financial planning services to clients. She is among the first few Certified Financial Planner (CFP®) designee who became licensed Independent Financial Planner in Ipoh. She was an auditor with Ernst & Young and prior to joining Standard Financial Planner, she has 6 years experience in the unit trust industry. Currently she is the Secretary for Financial Planning Association of Malaysia Ipoh Chapter; she has been a lecturer for the CFP Certification Program with IFPA Resources since 2005. Evonne used to contribute regularly to Sin Chew Daily her solutions to readers' financial problems.
Brandon Ng, CFP, Managing Partner
Mr. Brandon Ng is a Financial Planner with Standard Financial Planner Sdn. Bhd. He holds an honour degree in Bachelor of Administration from Nottingham Trent University. He has 8 years of experience in Unit Trust industry. Having an visionary view in expanding his business in financial planning, he has upgraded his credential and currently holds the CFP - Certified Financial Planner mark which signifies the highest standard in financial planning recognized world wide. He has been a trainer and speaker since 2003. The groups of client that have engaged his services in establishing retirement funding are doctors, businessman, engineers, head of department of companies, etc. Currently he is the Chapter Chairman for Financial Planning Association of Malaysia Ipoh Chapter. His specialty is Business Succession Planning, Assets Protection Planning, Offshore Incorporation and Family Wealth Management for business owners.
Samantha Sam, Admin Assistant
Samantha joined Excellenz Team Consultancy in June 2008. She holds a LCCI Diploma in Accounting. Her role as Administrative Assistant is to ensure proper documentation, recording and reporting of business transactions. She also handles accounts and back office support system.
