Jessie Ooi's Location
Kuala Lumpur, MY
Jessie Ooi's Work
- Senior Professional Estate Planner @ Rockwills International Group
- Financial Advisory Manager and Licensed Financial Adviser @ FA Advisory Sdn Bhd
Jessie Ooi's Education
- Certified Financial Planner
CFP (Financial Planning)
2010 - 2010 - Society of Will Writers & Estate Planning Practitioner United Kingdom
Associate Estate Planning Practitioner (Estate Planning)
2010 - 2010 - CIMA
Associate Chartered Management Accountant (ACMA) (Management Accountant)
1997 - 2000
- Tunku Abdul Rahman University of Management and Technology
CIMA (Management Accounting)
1995 - 1997 - Tunku Abdul Rahman University College (TARC)
Jessie Ooi's Skills
- Estate Planning
- Strategic Financial Planning
- Estate Law
- Strategic Planning
- Insurance
- Succession Planning
- Trusts
- Wills
- Financial Planners
- Wealth Management
Jessie Ooi's Summary
Jessie Ooi, based in Kuala Lumpur, MY, is currently a Senior Professional Estate Planner at Rockwills International Group, bringing experience from previous roles at FA Advisory Sdn Bhd. Jessie Ooi holds a 2010 - 2010 CFP in Financial Planning @ Certified Financial Planner. With a robust skill set that includes Estate Planning, Strategic Financial Planning, Estate Law, Strategic Planning, Insurance and more, Jessie Ooi contributes valuable insights to the industry. Jessie Ooi has 1 email on RocketReach.
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