Financial Specialist | Trainer | Certified Financial Planner
Rachel is a Certified Financial Planner, which is a standard of excellence in financial planning awarded by Financial Planning Association of Malaysia (FPAM). Prior to her involvement in the financial management industry, she has competent corporate experience in IT industry carrying multiple portfolios including business development, project management and digital marketing for over 15 years.
A member of Federation of Investment Managers Malaysia (FIMM) since 2017, Rachel works under the guidance of Amelia Hong, Managing Directors of FinAims, and a published author. She focuses on helping her clients set financial goals, build portfolios, establish net worth as well as advise clients on financial products and provide consultations based on individual needs.
She is passionate about preaching the importance of better personal finance management to achieve financial freedom. She was recently featured in the 4EJournal published by FPAM.