Roshan Kanesan is a self-described 'Personal Finance Nerd' with a passion for financial education.
From running BFM 89.9’s personal finance show Ringgit & Sense, Roshan obtained his CFP certification in 2020. He then joined Jirnexu Advisory as Senior Financial Planner and Financial Educator, and has since continued his journey in financial services with robo-advisor MYTHEO as Head of Content and Strategic Partnerships, aiming to make personalized wealth management more accessible.
K.R. Raju is one of the veterans in the Financial Planning industry being one of the earliest recipients of the Chartered Financial Consultant (ChFC) qualification offered by American College. Besides that, Raju also carries the qualification of a Certified Financial Planner (CFP) and is also a life member of the prestigious Million Dollar Round Table (MDRT) award. While being in the industry for over 40 years, Raju has developed a close relationship with some of the leading practitioners in Australia and from their practice models, he realizes that there will be a revolutionary change taking place in the financial services industry in the whole of ASEAN, demand for competent advice will be the future driven by technology.
With this mindset, Raju has further enhanced the Australian practice model and integrated it within the practice of Blueprint Planning. With his leadership, commitment and passion, Blueprint Planning has become one of the leading financial planning companies in Malaysia in providing quality comprehensive financial solutions. BPP with his advice and guidance has produced numerous Malaysian Financial planning award (MYFPA) award winners in the country. His practise model of PLAN, ADVICE & PRODUCT (PAP) has resulted in Blueprint Planning being one of the top financial planning brand in the country. He has now introduced a Practise management System PMS, an ultimate tool for financial planning practitioners.
As immediate past president of the Malaysian Financial Planners & Advisers Association, Raju regularly contributes to the industry in practice management workshops and articles. One of the key areas he emphasizes on is who should be eligible to give out financial advice and distribute financial products to others. Too often people without the qualifications, skills, competence, and technical know-hows are calling themselves financial planners. This is not only harmful to clients, but it tarnishes the image of licensed financial planners and stunts the growth of the financial planning industry due to mistrust from the public.
With that in mind, he authored one of the earliest financial planning book “Winning Strategies in Financial Planning” to educate the public on financial planning practices. He strongly propagates that buying financial products without a plan is like taking medication without examining oneself of his/her medical condition.
Bryan Zeng is the Chief Executive Officer of FA Advisory Sdn Bhd (FAA), a full-fledged Financial Planning and Advisory Firm in Malaysia. FAA is a member of the Financial Alliance Group, the Largest and Award Winning Independent Financial Advisory Firm in Singapore.
FAA provides comprehensive and impartial financial advice that is custom-tailored to every client’s interest and needs.
Bryan is responsible for spearheading the strategic development and growth of FAA. He oversees the end-to-end operations and support for FAA’s consultants through a tech-driven integrated wealth management platform. Under his leadership, FAA has expanded nationwide and experienced tremendous growth in revenue and profit. Bryan devoted his career in the mission to build a “Home for Financial Planners”.
Bryan has over 19 years of experience in the financial services industry. He holds a Bachelor of Computer Science, and is also a CFP CERT TM professional and a CFA® charter holder.
He is licensed as Financial Adviser Representative by Bank Negara Malaysia and Licensed Financial Planner by Securities Commission. Before joining FA Advisory in January 2014, he worked as Head of Investment Planning for 4 years at a boutique Financial Planning firm specializing in advising High Net Worth Individuals where he led the operations and growth of the investment division.
Dennis Loong is FIMM’s General Manager of Industry Services Division who oversees Industry Development, Professional Development and Research & Analytics for the industry.
He joined FIMM in June this year with 22 years of industry experience, particularly in sales & training, in several Unit Trust management companies as well as a bank.
Dennis’ extensive sales and training experience in the capital markets provides an advantage in understanding the activities that helps the growth of the industry, the challenges it faces, as well as understanding investors’ mind, perception, goals and desires when it comes to investing their hard-earned money.
He has helped many investors, agents, bankers and unit trust companies achieve their respective goals and has a unique understanding on how policies are implemented on the ground.
He graduated in Canada with a Bachelor of Arts in Business Computing from the University of Winnipeg in 1998.
Agus Helly is a Financial Advisor with more than 15 years of experience in big brands financial institution in Indonesia, including: Citibank, Commonwealth Bank, Standard Chartered Bank, and Tokio Marine.
Agus Helly created the "Ngopi Pintar”, a financial education platform and workshop for the public and corporates. He is a member of FPA (Financial Planner Association) Indonesia.
Agus Helly has spoken about Financial Literacy at various companies in Indonesia, including The Financial Services Authority (OJK), banking, insurance, and many private companies.
Agus Helly is appointed as a mentor for the AWP Program (Associate Wealth Planner) and QWP Program (Qualified Wealth Planner), endorsed by FPSB (Financial Planning Standard Board) Indonesia.
Apart from growing his business in financial education, Agus Helly is currently managing one of the insurance agency in Bali.
Ms Eunice Chan Chun Hei is the Senior Executive Vice President, Head, Retail Wealth Management and Segments of the Group Wealth Management, Community Financial Services of Malayan Banking Berhad. With more than 25 years of experience in financial services industry, currently, she is responsible for Maybank’s wealth management business across high networth, affluent and emerging affluent segments, and spearheads the Premier and Privilege Banking franchise and Bancassurance. Eunice is a member of the Maybank Group Women Mentoring Women Council and Maybank Group Diversity, Equity and Inclusion.
Prior to her appointment, she was Director, Global Securities Services and CEO of Maybank Trustee Berhad, Global Banking of Maybank. She was Head, Custodial Services of Maybank in 2010.
Eunice joined Maybank Group in 1997 as Head, Business Operations in Maybank Unit Trust Berhad. In 2007, she was appointed as Head, Business Process Management in Maybank COO’s Office. In 2009, she was seconded to the Transformation Office as the PMO Manager for restructuring initiatives of Maybank Group. Before joining Maybank, she worked in the New Zealand Stock Exchange. She graduated with Bachelor’s in Commercial Law from Victoria University of Wellington and she is also the Chartered Banker.
Eunice is currently the Honorary Treasurer of FPAM.
Dr. Selina Dang, CFP CERT TM holds a Capital Market Services Representative’s License (CMSRL) from the Securities Commission of Malaysia and is a Licensed Financial Planner with Coreplus Advisory Sdn. Bhd. Selina is also a HRD Corp Accredited Trainer, Finance Accreditation Agency’s Certified Training Professional (FCTP) and a Certified Results Coach.
Selina began her career in the higher education sector along with training and skills development for SMEs. She spent nearly a decade there, then went on to set up and run a family business. Accumulatively, she has more than 20 years of business experience in finance, tax and general management.
Selina is panel speaker for the Financial Planning Association of Malaysia and Bursa Malaysia, and guest speaker on BFM Malaysia, FiLife and LeanIn Malaysia. She has conducted workshops for various corporates, women’s groups, colleges and universities. In addition, Selina lectured in one of Malaysia’s best private university and is a sessional tutor for a top foreign university in Malaysia.
Selina graduated first-class honors with a Bachelors in Business Administration and also holds a Master in Business Administration, both majoring in Finance. For her doctoral degree, Selina’s research focused on the financial capability and financial wellness of young adults in Malaysia.
As a firm believer of holistic financial planning, Selina is passionate about educating her clients and assisting them to plan their finances better to realize their financial life goals and achieve long term financial success.
Ranukka was a 2-time award winning senior training manager in a pharmaceutical company, not to mention one of the youngest in her position in Asia Pacific, before deciding on quitting her job to pursue her lifelong dream and passion, in helping individuals as well as corporate company employees to have congruency between their external representation and internal values match their perception with their substance.
Ranukka’s work has helped develop over 8,000 professionals through her proven data-driven branding programs, by equipping clients with a systematic framework of how best to revamp themselves to create the right perception.
Ranukka is a firm believer that you do not get to make a first impression, twice. Hence it is very important to understand your best attributes and how to present them in the best possible way. Because of her strong passion in image, style & communication, as well her dynamic personality, Ranukka’s sessions, be it hosting, training or workshops, are nothing short of informative and fun!