About me
Hi, my name is Lim Wee Hong. I strive to become a professional investment consultant by giving you professional financial services. My clients include doctors, businessmen, teachers, housewives, property agent, etc. Below is my personal profile:
1. 7 years experience of investing in Unit Trust.
2. Join Public Mutual in year 2006.
3. Honours Bachelor degree in Chemical Engineering (2008, National University of Singapore)
4. Attended Will Writing Course in March 2010 to provide value-added service to you.
5. Passed Charted Financial Analyst Level 1 exam in June 2010.
6. Sitting for CFA Level II in June 2011. To know more about Charted Financial Analyst, click here
7. Attended Unit Trust Consultant Convention in Sunway Hotel in 2 November 2010 to be updated with the industry.
8. Attended Unit Trust Investment Planning Practice Series (UTIPPS) in 11 November 2010.
9. Attended Market Outlook by Public Mutual Fund Manager in 12 November 2010.
There are over 60,000 UTC in the market, WHY CHOOSE ME?
Under the Capital Markets and Services Act 2007, only registered Unit Trust Consultants are authorised to deal in unit trust products.
2. I promised to be committed to unit trust industry in the long term.
3. I provide numerous tools to help you do your financial planning.
4. I am committed to help you achieve financial freedom.
5. I pass CFA (Chartered Financial Analyst, 特许金融分析师) Level 1 and taking Level 2 in 2011.
6. I possess strong analytical skills acquired in Engineering Field from NUS.
7. I have a passion in financial planning and investment profession.
8. I am constantly updated with market information and upgrading myself to provide even better service to you.
9. And the most important thing is I always put my clients interest before myself and company 时时以顾客的利益为优先考量。
10. Work with my clients as a partner to achieve win-win situation for all.
11. Provide investor education to my clients.
12. I promise to meet my clients at least every 6 months.
So, don't wait anymore! Contact me to find out more.