"We help our clients make smart decisions to build, manage and protect their wealth so that they can live a better life."
Khiam Ooi
Khiam holds the internationally recognised CERTIFIED FINANCIAL PLANNER® practitioner designation, the highest certification for professional financial advisers.
He has been a financial planner since 2002 where he worked for a couple of major banks, before joining WP financial planners in 2007.
His aim is to deliver financial “peace of mind” and a better investment experience by keeping costs down, providing broad asset diversification and active regular engagement with clients.
Prior to entering financial planning, he was a geologist in the oil and gas industry working in Australia, the USA and Malaysia, where he is originally from.
He has travelled the world extensively including countries like Afghanistan, and in his spare time, he is an avid car enthusiast.
-
CERTIFIED FINANCIAL PLANNER® professional
-
Diploma of Financial Advising
-
Master of Science (Geology)
-
Master of Science (Mineralogy)