RFP, FAR, CMSRL, BEng (Civil), M.B.A., Writer of this blog
Ethan Teh Eng Teck is a dedicated licensed financial planner and certified trainer with a mission to make financial planning accessible to all. He firmly believes that everyone deserves a proper financial plan, regardless of their wealth or status. With a passion for creating awareness and affordability in financial planning, Ethan has made it his goal to empower individuals and families to achieve their financial aspirations.
Ethan’s formal education includes a Bachelor’s Degree with Honours in Civil Engineering and Master’s in Business Administration He started his career as an Engineer with a structural repair company. He was quickly promoted to head a new branch in Kota Kinabalu and was thereafter, entrusted to set up another branch in Pulau Pinang. Subsequently, he moved into Project Management in an established property development company. He later took a leap into entrepreneurship by joining a start-up business in the mining sector which turned out successfully and was sold for a handsome gain. His education background and experience equipped him with a unique combination of technical knowledge and strategic thinking.
Ethan’s journey in the financial industry began as a mortgage advisor in 2012. Recognizing the importance of a comprehensive approach, he immersed himself in various areas of financial planning, including insurance, investment, and estate planning. In 2017, he became a Licensed Financial Planner when he joined Firmus Financial Sdn Bhd (formerly known as Money Sense Advisory Sdn Bhd).
With a focus on delivering holistic and personalized financial plans, Ethan believes that each individual’s goals and priorities are unique. He takes a comprehensive approach that covers cash flow management, debt management, risk management, insurance planning, investment strategies, estate planning, and more. By tailoring financial plans to individual circumstances, Ethan ensures that his clients receive guidance aligned with their specific needs.
Ethan’s dedication to spreading financial literacy extends beyond his client interactions. He actively contributes to the financial planning community, currently serving as the Treasurer of the Association of Financial Adviser, Malaysia. Additionally, he is a Certified Trainer for the MFPC, sharing his expertise through training sessions and workshops on financial planning, mortgage management, estate planning, and risk management. Ethan’s passion for education has led him to collaborate with corporations, associations, universities, and other institutions to empower individuals with the knowledge to make informed financial decisions.
If you know someone who may benefit from meeting Ethan, feel free to share this profile so that we can reach out and impact more lives.
(Please click here for list of services provided)
Related qualifications/licenses/ROles:
- Members of Malaysian Financial Planning Council (MFPC) – M30010743
- Financial Adviser Representative (FAR) Bank Negara Malaysia – Dated 01/04/17
- Licensed Financial Planner by Securities Commission Malaysia – eCMSRL/B9804/2020
- Federation of Investment Managers Malaysia – 043-0-22577/P-043-0-20416