Agent Lee Chee Khoon

Meet Lee Chee Khoon

Principal consultant since year 2013

 

Chee Khoon is a Licensed Financial Planner, a HRDF Certified Trainer, and a Certified NLP Practitioner. He graduated with a Masters in Business Administration from Universiti Putra Malaysia and an Honours Degree in Engineering from Nottingham Trent University, UK.

Grounded with a combination of engineering, business, and financial planning education – he has been serving his clients since 2013, a collaborative effort with his clients to achieve financial clarity by consolidating their personal finance matters into a Personal Finance Dashboard (PFD) before charting out the next course of actions.

He actively drives the #1MPFD Project - a mission to coach 1million people on the importance of taking charge of their financial lives via Financial Literacy seminars/webinars for corporate employees and the Public.

As a true believer in continuous learning to better serve his clients, he is currently a Chartered Financial Analyst (CFA) Program candidate.

 

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License & Qualifications

  • CFA Institute, US CFA Level 1 Candidate
  • Auspicium, UK & Transformation Academy, US Certified NLP Practitioner
  • Human Resource Development Corporation, Malaysia HRDF Certified Trainer
  • Estate Planning Practitioners Limited, Singapore - Associate Estate Planning Practitioner Certification (AEPP)
  • Securities Commission, Malaysia - Licensed Financial Planner, eCMSRL/B6862/2016
  • Malaysian Financial Planning Council, Malaysia
  • Registered Financial Planning (RFP)
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Contact details

  • Email  : ronnieleecheekhoon@gmail.com
  • Mobile : +606 668 5149