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Lee Wen Yang

Professional Title: Financial Consultant

RNF No: RN202508190000128

Million Dollar Round Table (MDRT) - 2026
AIA Awards

AIA High Net Worth Prestige Club – 2026

Other Certificates

Certified Financial Planner (CFP®)
Institute of Banking and Finance Qualified (IBFQ) Level 1
[**Completion of CHFC01 + Manually Applied]
Institute of Banking and Finance Advanced (IBFA) Level 2
[**Completion of CHFC01-05e + Manually Applied]

I am a Financial Consultant who works with professionals and families to build structured and sustainable financial plans. I am passionate about making financial concepts simple and helping clients plan confidently for protection, retirement, and long-term wealth. I also enjoy guiding aspiring consultants who are entering the industry.