Directors and Partners
Sean Lee
Chief Executive Officer (CEO) and Executive Director
MBA (UPM), RFP, CFP, IFP. Mr. Sean Lee is the founder, CEO, and Director of Oscar Wealth. He oversees the operations, business strategy and the development of Oscar Wealth. He is also the founder of www.efinancialpartner.com.
Mr. Sean lee has 18 years of experience in financial services. He has extensive practical experience in corporate advisory, capital markets, mergers and acquisitions, offshore planning as well as cross border investment matters and wealth management advisory. He advised and conducted a wide range of clients including investment banks, multinational companies, government linked agency and SMEs in connection with his areas of expertise.
Mr. Sean Lee is a Security Commission Licensed Financial Planner. He is also a columnist for Nanyang Siang Pau, Financial Planning World every Friday; Shanghai Magazine, Entrepreneur Wealth Management; and Corporate Journey Magazine, Entrepreneur Financial Planning. He always a popular guest in periodical financial planning and wealth management interview series of media house locally and internationally.
Goh Chin Aik
Deputy CEO and Director
MBA (Organizational Behaviour)
Mr. Goh is the Deputy CEO and Director of Oscar Wealth. He oversees the operations and development in the professional education and research portfolio of Oscar Wealth.
He has 16 years of experience in financial services and training.
He is the Chief Consultant of Oscar MDRT Club. He is also the founder and Master Coach of IMPACT Training Programme. Mr. Goh has trained over 500 MDRT members.
Mr. Goh is a Certified NLP Trainer, Neuro Semantic Master Practitioner, Certified ABH Hypnotherapist, Certified PBH Hypnotherapist, Certified Thought Field Therapy (TFT) and Time Line Practitioner. He is a popular speaker and guest in sharing his expertly locally and international.
Ching Chee Pun
Senior Partner and Corporate Financial Advisory Division Head
BA (Accounting & Management Controller), ACCA, CFP and CA.
Mr. Ching is the Senior Partner and Corporate Financial Advisory Head of Oscar Wealth. He oversees the operation and development of the Corporate Financial Advisory portfolio in Oscar Wealth.
He is a Chartered Accountant with 10 year experience in accounting, tax, audit and advisory services. He is also an ex-Senior Auditor of Deloitte KassimChan & Co and served Multi National Corporation in dealing with audit, account and tax advisory.
Mr. Ching is a Security Commission Licensed Financial Planner, a member of Financial Planning Association of Malaysia (FPAM) and member of Malaysia Institute Accountant, and a member of Malaysia Institute of Accountants (MIA).
Chung Muh Sha
Senior Partner and Personal Financial Advisory Division Head
BAcct. (Hons.) (UUM), FChFP, ChLP, RFP and IFP
Mr. Chung is the Senior Partner and Personal Financial Advisory Head of Oscar Wealth. He oversees the operation and development of the Personal Financial Advisory portfolio in Oscar Wealth.
He has 11 years of experience in financial services and ex-management consultant for Price Waterhouse Coopers. He has vast experienced in total wealth management and comprehensive financial planning services.
Mr. Chung is the Oscar MDRT Club Mentor, a Security Commission Licensed Financial Planner and a member of Malaysia Financial Planning Council.
Tan Kim Book
Senior Partner, Personal Financial Planning Advisory Division
LUTCF, CFP, RFP and IFP
Mr. Tan is the Senior Partner in Personal Financial Advisory Division of Oscar Wealth. He is advising the growth of Personal Financial Advisory portfolio in Oscar Wealth.
He has more than 25 years of experience in financial services and has vast experienced in total wealth management, estate planning, risk management and comprehensive financial planning services.
Mr. Tan is a Security Commission Licensed Financial Planner and a member of Malaysia Financial Planning Council (MFPC) and Financial Planning Association of Malaysia (FPAM). He is serving as chairman of FPAM Melaka Chapter. He is also lecturing in FPAM, MFPC and MII. He is also the course writer of MII’s BAMC and moderator.
He always a popular guest in periodical financial planning and wealth management interview series of media house locally and internationally.
