Chung Muh Sha RFP, ChFP, IFP Senior Partner & Head of Personal Financial Planning Ausscar Group

• He graduated from the University Utara Malaysia in 1997 with an honours degree in Accounting (1st Class), now continue his study in UUM on PhD of Marketing.

• He worked in Price Waterhouse as management consultant before he decided that financial planning is what ticks him.

• He holds RFP (Registered Financial Planner), ChFP (Chartered Financial Practitioner) and IFP (Islamic Financial Planner).

• More than 10 years experience in financial planning services that cover risk management & insurance planning, investment planning and estate planning.

• He spoke in more than 500 talks in various government sector, universities, colleges, banks, insurance company, public organizing talks etc

• He also as columnist in United Daily Newspaper and regular guest in media such as Radio Aifm etc.

Mr Chung’s profession involves providing elite training courses. One of his elite training course would be as per below.

Enhanced sales through financial planning approach – How to increase sales through a systematic marketing strategy

Marketing become more challenging job nowadays. Due to the attractive remunerations, marketing jobs are more competitive compare to years back. Insurance business also facing the same problem. Therefore, we have to build a systematic marketing approach to be more competitive in the market. The way we conduct insurance business must be different from our competitor.

Bumiputra market is a niche market that haven’t be penetrated by the insurance field force. Malaysia insurance penetration rate is so low that most of the race who haven’t insured is Malays. So, by analyzing the malay market characteristics and applying the appropriate marketing approach will let the insurance field force concurred this huge market!

Who must attend
For those who want to increase their insurance sales and gain in depth knowledge in financial planning approach.

Wendy Tee MBA，CFP，RFP

• Possessed more than 10 years experience in senior management, academic position, training and development for diversified industrial and business environments.

• Involved in lecturing and training in financial accounting, business administration and marketing for the past 8 years.

• Actively involved in management training and research, business training, business development, management and planning of HND Business Programs for leading UK universities.

• Companies that have benefited from her training include Sarawak Timber Industry Development Corporation, TH Plantation, Malaysia Newsprint Industries, Shell MDS, Airod, GSL Water, Pelabuhan Tanjung Pelepas, Sime Semcorp Engineering, etc.

• Currently pursuing her Doctor of Philosophy (PHD) from University of Malaya.

• Holds a Master in Business Administration (MBA) and a Master in Information Technology (MIT) from University of Melaya.

• Also a certified Financial Planner (CFP) and an associate member on the Malaysia Institute of Management (MIM).

• A certified PSMB trainer as well.

Goh Chin Aik MBA Deputy CEO Ausscar Group

• MBA major in Organization Behavior and was given the honour as a Certified Trainer under Malaysia Ministry of Human Resource, Certified Speaker Under Malaysia Speaker Association, Certified Trainer of Canadian Association of NLP , Master Practitioner of Neuro Semantic, Certified Hypnotherapist of American Board of Hypnotherapist(ABH-USA),  Certified Hypnotherapist of Professional Board of Hypnotherapist(PBH-Canada), Practitioner of  Thought Field Therapy(TFT), Master of  Time Lines and Corporate Consultant in Team Building & Motivation in many Multi National Corporations.

• As a Professional Consultant and Trainer, he specialized in Effective Team Building, Leadership, Motivation & Personal Development and other performance-related soft skills programs. he is also a master in Personal Counseling & Psychotherapy. He counseled at least 100 individual clients every year in personal counseling & psychotherapy.

•Throughout the years, he has facilitated over 1000 programs for associations & organizations. He also successfully led over 10,000 participants to challenge one of the must do event “Swallow Fire” in the program. • •He is also a favorite guest speaker & interviewee for the local and international press & radio stations like Ai FM, RTM Sarawak, China Press, Nan Yang Press, Sin Chew Jit Poh, webportal news & etc.

Mr. Goh possessed a professional Diploma in NLP (Neuro Linguistic Programming) course. He also provides other professional training courses such as parenthood relationship, master the communication skills and improve interpersonal courses, student motivation camp, organization management course and etc.

NLP possessed some of the following techniques such as personality patterns and language patterns, imitation of successful experiences and skills, method adjustment in belief system, skills of maintaining self-excellence, goal settings, skills of goal management, quick tips to eliminate phobia, improvement of the senses and the use of subconscious, etc.

NLP helps in building positive self-attitude, good emotional management, Excellent interpersonal, effective enterprise management, commercial negotiation skills, innovation creative thinking, excellent marketing strategy, flexible behavior, and etc.

Who must attend

For those who want to get motivated in life and also improve on relationships and career management, especially those CEO personnel, managers, supervisor, other trainers, adults, teachers, parents and students.

Please click Here to download the registration form.
请按这里下载报名表格.

Oscar Wealth Advisory Sdn Bhd (Oscar Wealth), a subsidiary of Ausscar Group, is a Licensed Financial Planning under Capital Markets Services Licence (CMSL), Capital Markets and Services Act 2007 (CMSA) Securities Commission, Malaysia. Oscar Wealth is aFinancial Planning Advisory Group that providing personal, corporations and high net worth individuals with a diversified range of financial products and services.

The Group’s activities are conducted through eight principal business divisions:

• Financial Planning Consultancy
• Investment Wealth Management
• Risk Advisory Insurance Planning
• Estate Trust Management
• Tax Principal Finance and Legal Services
• Private Client Services
• Corporate Employees Benefits Scheme
• Professional Education Research Services.

The Oscar Wealth’s group is actively recruiting financial professionals and others entrepreneurs whose business focuses on, or has the desire to transition to, a primarily financial planning practice. As a qualified Financial Planner, you have the ability to affiliate with us in the manner which best suits your needs. In addition, we are truly professional network and provide integration services through our ‘OscarPro Integrated Solution Platform’ and ‘Oscar EFP xchange Solution Platform’

In financial services industry, rapidly changing business world demands innovation, focus and speed. The optimization of long-term strategic relationships is required for competitive growth. ‘OscarPro Integrated Solution Platform’ and ‘Oscar EFP xchange Solution Platform’ will save you time, resources and reduce high administrative and compliance costs. We offer advanced unmatched technology and operational systems solutions. Our teams have over 100 years of combined industry knowledge, compliance experience and have carefully developed time-tested processes to support your business. Take advantage of our ability and commitment to create a comprehensive, outsourced solution for your company.

Oscar Wealth wants your business to thrive. That’s why we make it simple for Financial Planners/Financial Advisers like you to focus on increasing your profits and attracting new clients. Leveraging the strength of our vast network of resources, we offer you the most flexible service programs with more independent platform to decide which products, services, and platforms to use. As part of our value, we can model our back-office services around your independent financial planning practice. From people who care as your Partner, we are committed to resolving your daily challenges of: Time management, dealing with customer service issues, keeping abreast of new technology, reducing overhead costs, operating in compliance with regulatory rules and guidelines.

Our advisors grow their practices by leveraging our brand and national advertising presence, as well as local marketing and co-op programs. We provide a full range of financial products that appeal to our primary target market — the mass affluent. As an advisor, your benefits include competitive compensation and an opportunity to build equity in your practice. To help you grow during every stage of your career, you can take advantage of succession planning, career tracks, ownerships and the support of associate financial advisors.

Email: info@oscarwealth.com