Head of Family Office, CFP®
David is a Certified Financial Planner® (CFP). He is also a Chartered Accountant registered with Malaysian Institute of Accountants. He holds Capital Market Services Representative License (CMSRL) from the Securities Commission and Financial Advisor’s Representative license from Bank Negara Malaysia.
David joined Whitman in April 2002 and specialises in working with business owners, professionals and corporate executives in providing comprehensive wealth management and financial coaching.
With his background, knowledge and experience, he is well positioned to give sound advice to his clients. An accomplished analyst, he has helped his clients to devise their investment plans, managing their retirement plans as well as their estate planning and wealth management.