Head of Insurance Advisory, RFP®
Neo holds both Registered Financial Planner® (RFP) and Shariah Registered Financial Planner® (ShRFP) qualifications. She also holds Capital Market Services Representative License (CMSRL) from the Securities Commission and Financial Advisor’s Representative license from Bank Negara Malaysia. Prior to joining Whitman, she has more than 10 years of experience in the financial services industry.
Neo joined Whitman in 2013. A true believer in holistic financial planning, she is passionate and committed to help her clients achieve their financial freedom by following a structured and result oriented advisory approach.