CTLA Financial Planners Sdn Bhd (591602 K)
(A Licenced Financial Planning Company)
21-3 and 23-3, Jalan PJU 1/42A,
Dataran Prima, Block F2,
47410 Petaling Jaya
Selangor
Malaysia

Email:    mikelee@ctla.com.my
Voice:    +60-3-78061422, +60-3-78061423
Fax:       +60-3-78061762
Website: www.ctla.com.my

Credentials : CFP CERT TM or CERTIFIED FINANCIAL PLANNER practitioner, Chartered Secretary FCIS, Chartered Marketer Dip. M, MCIM

Mike Lee is the Managing Director of CTLA Financial Planners Sdn Bhd (CTLA).  Mike has more than 25 years of experience in the corporate field holding various key positions such  as Accountant, Group Company Secretary, Business Manager, General Manager and Executive Director. His experiences include management accounting, internal auditing, corporate secretarial, strategic marketing planning,  corporate planning and finance, and management at board level. Mike has been involved in financial planning since 1997 and was awarded the CFP in April 2002. Mike was formerly deputy-chairman of FPAM-KL Chapter and was actively involved in its activities for the year 2002-2003.

CTLA offers total financial solutions to individuals to help them attain their financial objectives. Some of the financial services offered are investment planning, insurance planning, child education planning, retirement planning, tax planning and estate planning.

Mike has developed the popular CTL Workbook (now in CD format) that is very rich in ideas and concepts about unit trust investments. This workbook is very educational and informative and is used in the technical training program in “the making of the good consultant”. It is really a “learning and marketing tool” for both the consultant and investor alike. It has sold over 800 copies to date and is still well-received by unit trust consultants and planners who have benefited substantially from its simple and effective applications ( www.ctla.com.my – training programs).

CTLA has also formed strategic alliances with several business partners who are experts in their respective fields in investment advisory services, syariah based financial planning, estate planning and trustee services. Please visit our website www.ctla.com.my for more information.

Expertise

  • Personal and Corporate Investments.
  • Cash Flow Planning and Management
  • Corporate Secretarial Services.
  • Strategic Marketing Planning
  • Estate Planning ( Wills and Trusts )