WHO WE ARE

•••

Joshua Loong ҫ


Founder of TRIGEN Succession Advisory Sdn Bhd
Certified Financial Planner (CFP) by FPAM
Senior Estate Planner of Corporate Trustee



Joshua Loong has been in the financial services business since 2009. He is a Certified Financial Planner (CFP) under Financial Planning Association of Malaysia. He has extensive experience in both personal financial planning and estate planning industry. He is also seasoned speaker in his field, have conducted more than 50 rounds of financial planning and succession planning related seminars in Malaysia over the past 3 years. He has coached and trained ore than 100 estate planners.

 

•••

Kitt Ooi ƽ

Co-Founder of TRIGEN Succession Advisory SB
Professional Estate Planner
Licensed Financial Advisor
4th Times MDRT



Kitt Ooi is an experience Financial Adviser on field. She is driven by the mission to help individuals and families to achieve their financial goals. Through out her 10 years experience in personal financial planning, she had build up reputable name amongst her peers and clients. She has coached and trained more than 100 estate planners over the past 3 years in an academy platform.

WHAT WE DO

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TRIGEN SUCCESSION ADVISORY SDN BHD
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