Bandar Puteri

47100, Puchong


Customer Hotline​

Licensed Financial Planner


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Annie Lee CFP, a licensed financial planner, and holder of Capital Market Services Representative’s License (CMSRL) from Securities Commission of Malaysia. She earned her Bachelor of Science Honor Degree from Missouri State University.

Annie has over 15 years of experience in the financial services sector. She has assisted more than 1000 clients in Risk Management, Financial Planning, and Estate Planning to meet their financial objectives and life goals.

Annie was awarded TOP2 Nationwide Life Planning CEO Excellence Awards, and Life Planning Advisory Practice (LPAP) in her financial journey. In addition, she was awarded many International awards for Life Assurance Professionals and Financial Advisers including Million Dollar Round Table, National Adviser Award, International Dragon Award, and AKARD awards. Annie is a much sought-after motivational and platform speaker on risk management and financial literacy. She has conducted various risk management and financial planning related workshops, webinars, forums and conferences for professions, corporations, and agencies.

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