Chief Executive Officer

With over a 15 years of dedicated experience in the financial industry, I am a seasoned professional specializing in wealth and risk management. My journey began in 2008 when I embarked on a career as a Life Insurance Agent with Manulife Insurance Bhd. Since then, I have been passionately engaged in delivering comprehensive financial solutions to clients.

My role evolved significantly over the years, as I was promoted to Unit Manager in 2014, taking on leadership responsibilities while continuing to guide clients toward their financial aspirations. In 2012, I expanded my expertise by obtaining a Unit Trust and PRS license in collaboration with Manulife Asset Management, enhancing my capacity to provide diverse investment opportunities.

My commitment to professional growth led me to achieve the Registered Financial Planner (RFP) M1&M2 designation in 2014, solidifying my proficiency in offering well-rounded financial strategies. Building on this foundation, I extended my capabilities into Estate Planning, collaborating with RHB Trustee Bhd as an Estate Planner in 2015.

In 2016, I embraced a new horizon by joining Phillip Mutual Bhd, specializing in crafting diversified investment portfolios tailored to clients' unique needs. This journey continued as I transitioned to Phillip Wealth Planners as an Associate Wealth Planner, offering comprehensive wealth management solutions that address all aspects of financial well-being.

My dedication to professional excellence was recognized through the completion of CFP M1, M2, and M3 in 2019, followed by attaining CFP M4 and CFP             in 2020. This extensive training has equipped me with the expertise to provide comprehensive financial planning, ensuring holistic solutions for clients.

In 2020, I embarked on an exciting new chapter with Genexus Advisory, assuming the role of Senior Wealth Manager and Head of business development in East Malaysia. My commitment to excellence led me to obtain the necessary approvals from BNM and SC, registering as a FAR and CMSRL approved professional.

I am proud to have been recognized as a top Genexus Licensed Financial Adviser in 2021 and 2022, a testament to my unwavering dedication to delivering exceptional financial guidance. In 2022, I further expanded my impact by achieving TTT Trainer status, allowing me to share my knowledge and expertise with others.

Beyond my personal achievements, I am actively engaged in the financial community as the Secretary of the Financial Planning Association Malaysia (FPAM) Sarawak Chapter, where I contribute to the advancement of financial planning practices.

My journey has been marked by a relentless pursuit of knowledge, growth, and the sincere desire to empower individuals to achieve their financial goals. I am excited to continue this journey, leveraging my extensive background to provide insightful and strategic financial solutions.

Thank you for looking into my profile. I look forward to the opportunity of collaborating with you and contributing to your financial success.

Warm regards,

Kenson Cheong

Cheong Kwang Siang



Chief Executive Officer, Founder