Who We Are

01
Management of CC Advisory

Meet the Team

Siti Hajar

Centre of Excellence

Gan Siew Chin

Centre of Excellence

Tan Yi Shin

Senior Executive,
Corporate Advisory

Stephanie Wong, CFP

Assistant Manager,
Corporate Risk Management

Tan Wei Cong, CFP

Manager,
Family Office & Investment

Ng Chee Yong, CFP

Executive Director &
Chief Executive Officer (CEO)

03

The numbers

Why Us?

1 +
Happy Clients
1 +
Consultants
1
Locations
1 +
Years of Experience
02
Our Practice Managers

Meet the Independent Financial Planners

Lieu Ching Foo, CFP

Practice Director, Penang

Noreen Abdullah, CFP, IFP

Practice Director, Kuala Lumpur

Mohd Hairil, CFP

Practice Director, Kuala Lumpur

03
Career

Join Our Team To Become the Future Leader of Financial Planning Industry


We are calling the aspired CFP to join us as our licensed financial planner.

As a leader in financial planning industry, we believe that providing a sound financial planning practice environment is essential to inspire fellow CFPs to express their true potential to provide financial planning advisory to their clients.

Our business model lies on the following factors:-

  1. Clear vision and mission statement
  2. Solid in house operation and support team
  3. Standardized marketing and sales process
  4. Nationwide branches up to 16 branches and 8 member firms and local support by respective branch managers
  5. Complete range of product and services 
  6. Fee-only financial planning division