About Us

Overview

FPAM is dedicated to promoting a culture of excellence among financial professionals across diverse disciplines, emphasising the continuous enhancement of technical competence and unwavering commitment to ethical obligations. In alignment with this mission, our continuing education courses cater to Associate and Certified Members, aiming to impart comprehensive knowledge and a nuanced understanding of Financial Planning and its associated activities. It is worth noting that our courses enjoy recognition from both the Securities Commission (SC) and Bank Negara Malaysia (BNM) for meeting continuing education requirements, further underscoring our commitment to fostering professional growth within the financial industry.

President's Statement​

As the President of the Financial Planning Association of Malaysia (FPAM), I am proud to lead an organisation that is steadfast in its commitment to cultivating excellence among financial professionals. Our focus extends to the continuous improvement of technical competence and the unwavering dedication to ethical responsibilities across diverse disciplines. In pursuit of these goals, our continuing education courses cater to Associate and Certified Members, providing a comprehensive understanding of Financial Planning and its intricacies. Notably, our courses are recognised by both the Securities Commission and Bank Negara Malaysia, reinforcing our dedication to fostering professional growth within the financial industry.

Looking ahead, we are determined to align our strategies and goals with the trajectory of the nation’s economy. By staying attuned to economic trends and collaborating with key stakeholders, we aim to contribute meaningfully to the financial landscape. Our vision is to be an integral part of Malaysia’s economic progress, offering valuable insights and expertise that resonate with the evolving needs of our nation.

In collaboration with the Financial Planning Standards Board (FPSB), we leverage our relationship to underscore the significance of the internationally recognised Certified Financial Planner (CFP) programme, further enhancing our credibility as we advocate for the advancement of financial expertise nationwide.

Additionally, we recognise the importance of spreading financial literacy to the broader community. To achieve this, FPAM will continue its journey on educational initiatives and awareness campaigns that empower individuals with the knowledge and skills needed to make informed financial decisions. By fostering a culture of financial literacy, we believe we can contribute to the overall well-being and prosperity of our society. Together, let us build a financially savvy and resilient Malaysia!

Our Vision

To establish financial planning as a recognised profession through the promotion of excellence in financial planning for the benefit of all Malaysians.

Our Mission

To establish the global CFP Mark as the leading symbol of excellence for personal financial planning in Malaysia.

Our Board of Governors for the term of 2023 - 2025

Alvin Tan Chin Cherng

President

Demi Chan Lai Teng

Deputy President

Rafiq Hidayat Mohd Ramli

Vice President I

Calvin Goon Cheng Yu

Vice President II

Husaini Hussin

Honorary Secretary

Professor Dato’ Dr Chua Hock Hoo

Honorary Treasurer

Alvin Kwan Tzen Yet

Board Member

Leong Chee Soong

Board Member

Ranjinath a/l Muniandy

Board Member

Anne Leh Geok Meng

Board Member

Chan Chee Lim

Board Member

Normazura binti Berahim

Board Member

David Dinesh Mathew

Board Member (Public Interest)

Wee Chu Kok

Board Member (Public Interest)

Our Chapters

Management Office

Alex Lee

Chief Executive Officer (CEO)

With extensive experience and a proven track record in the financial planning industry, Alex Lee brings an abundance of expertise and leadership to the association as it embarks on its next phase of growth and success. Alex Lee joins FPAM with a distinguished career spanning 36 years in the financial planning industry. His visionary leadership style, combined with a commitment to excellence, will undoubtedly elevate FPAM’s profile and ensure its continued success. Alex Lee assumed his role as the CEO of FPAM on 17 July 2023.

Alice Wong

Head of Continuing Education, Events, Examination and Renewals

Alice Wong has a Master Degree from Strathclyde University, UK, and she has combined experience in banking, investment banking, and ultimately transitioning into the education sector with a focus on financial planning. Alice joins FPAM in 2021 as an Examination Manager. She is responsible for overseeing the development and administration of examinations related to financial planning. This role allows her to work closely with industry professionals, educators, and regulators.

Muthraj Suppiah

Head of Finance, Admin and IT

Muthraj Suppiah is heading the Finance, Administration, and IT department at FPAM. He joined FPAM in June 2014. Graduated with a degree in Commerce and Management majoring in Accounting, Muthraj has 28 years of experience in accounting with exposure to diverse industries such as manufacturing, property development, and retail medical supplies prior to joining FPAM. FAIT is a dedicated team that provides backend support for FPAM operations, which covers membership, workshops, events, hardware, and other admin matters.