HS Ooi, CFP®

My blogs

About me

Industry Consulting
Occupation Senior Financial Consultant
Location Penang, Malaysia
Introduction HS Ooi is a speaker, writer, and Certified Financial Planning practitioner in Penang, Malaysia. He is a member of Financial Planning Association of Malaysia (FPAM), and a registered unit trust consultant with Federation of Investment Managers Malaysia (FiMM). He is well-versed in Will and Trust set-up, and Islamic estate planning instruments such as Wasiat, Declaration of Hiba, and Declaration of Harta Sepencarian. He has been passionately providing professional consultations to clients in areas ranging from personal estate distribution and business succession planning to investment and risk management planning. Before being a financial planning practitioner, he was a senior software R&D engineer with years of experience in designing complex engineering solutions. Logical and analytical skills inherited from engineering background have become great assets to him in providing comprehensive and well-thought-out solutions to meet clients' needs.
Interests Public speaking, photography, travelling, technology, investment.
Favorite Movies The Matrix, The Sixth Sense
Favorite Books Men Are From Mars Women Are From Venus, Blue Ocean Strategy