Catherine Khoo
CWA Financial Planning Centre,
Level 2, No 46, Jalan SS21/39,
Damansara Utama
47400 Petaling Jaya,
03–77122979
Credentials : CFP, CMSRLB0344/2010, BSc

Position: Wealth Manager & Licensed Financial Planner

Services Offered:

  • Financial Planning Advisory Services
  • Investment Planning
  • Estate Planning
  • Risk management

I Joined the Financial Industry since 2001 as Unit Trust Consultant,
Insurance Agent and Estate Planner. I am licensed by Security
Commission as a Licensed Financial Planner. I have done many
financial plans for clients since 2005. I have been actively writing
financial articles, public seminars and interviews by financial
magazines.

Expertise
  • Investment Portfolio Statement
  • Modular Planning
  • Comprehensive Planning
  • Estate Planning
  • Risk management Planning