Bandar Puteri

47100, Puchong

+603-86014172

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LICENSED FINANCIAL PLANNER

JUNE CHAN

License No. :
eCMSRL/B8003/2018
Email :
junechan@coreplusadvisory.com.my

I was qualified as Registered Financial Planner (RFP) in 2017 and currently a Licensed FP with Coreplu$ Advisory. I have been involved in insurance, unit trust, SME Loan, Corporate Cash Management etc during my employment in Banking industry for the past 7 years. 

“According to the EPF, as reported by The Star in October 2017, more than two-thirds (68%) of EPF members aged 54 have less than RM50,000 in EPF savings. With the household poverty line income at RM930 monthly, RM50,000 in savings will only last 4½ years. 70% of members who withdraw their funds at age 55 used up their savings in less than a decade after retirement.” – Source: FINANCIAL CAPABILITY & UTILIZATION OF FINANCIAL ADVISORY SERVICES IN MALAYSIA, Report of National Findings 2018 “

In an April 29 news report, Bukit Aman Commercial Crime Investigation Department said the number of cases of investment scams in Malaysia have grown to an “alarming” RM379.1 million lost nationwide from 1,883 scams from 2015 until April 2017. The police data showed 408 recorded cases with RM70.1 million in losses in 2015, 1,151 cases reflecting RM210.3 million in losses in 2016 and 324 cases with a total of RM98.7 million losses in the first four months of this year alone.” – Source: The Malay Mail, 15 May 2017 

“Debt remained a serious problem with 175,336 Malaysians having applied to join [AKPK] Debt Management Programme (DMP) from its inception in 2007 until February 28, 2017. About fourty-eight percent of Malaysians ended up in the DMP programme largely due to poor financial planning.” – Source: Agensi Kaunseling dan Pengurusan Kredit. 

More and more people are in dire need of sound financial advice. As in Malaysia, there are over 77,000 insurance agents and over 60,000 unit trust agents, but there are only around 2590 certified/registered financial planners. With my passion and vision, I believe I can assist more people to achieve their financial goal by a proper and effective manners.

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