Hi! I am Lee Ban Wan
Hi! I am
Lee Ban Wan
Meet Lee Ban Wan, a seasoned financial advisor with over 35 years of experience in the industry. He has been serving clients in Selangor, Kuala Lumpur, and Seremban since 1986, providing sound financial advice and helping clients achieve their financial goals. Lee Ban Wan was inspired to join the industry due to his passion for a noble profession and the opportunity to earn an income while helping others achieve their financial aspirations. Clients can expect a holistic financial health check and personalized improvement ideas to achieve their financial goals. Lee Ban Wan specializes in business succession planning, estate planning, and debt management, providing clients with expert guidance and professional debt reduction strategies to achieve financial freedom.
Experience and Expertise
- Registered Financial Planner (RFP)
- Chartered Investment & Finance Practitioner (ChIFP)
- Fellow Certified Life Practitioner (FCLP)
- Charted Insurance Agency Manager (CIAM)
- Diploma in Life Underwriter Training Council Fellow (MII-LUTCF)
- Business Succession
- Keyman Protection
- Business Debt Cancellation
- SME Loan Solutions
- Modern Estate Planning
- Liquidated Asset Trust