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Our Start

Financial Planning Career

Founder

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Andy Lim

Group Manager
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  • Studied at Chung Ling High School Penang in early years

  • Graduated from Civil Engineering in UTM

  • Joined Financial Planning industry since 1995

  • CFP (Certified Financial Planner) with FPAM authentication

  • 26 years financial planning experience

  • Received CIAM & NLP (Neuro-Linguistic Programming) Certifications

  • Gave speeches over 1000 stages and shared his knowledge to over 3500 young people

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Violet Lee

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Service Manager
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  • Studied at Chung Ling High School Butterworth in early years

  • Graduated from Civil Engineering in UTM

  • Joined Financial Planning industry since 1997

  • 24 years financial planning experience

  • Helped many who don't familiar/ understand about financial planning

  • Clients are always satisfied with her professional services and responsibility

  • Member of MDRT(Million Dollar Round Table) who provides exceptional professional knowledge, strict ethical conduct and outstanding client service

What AVA Planners Do?

  1. To accomplish clients’ life goals

  2. To take away clients’ financial worries

As a wealth planner, we help you determine the financial solutions that suit you the best upon evaluation of your financial position, goals and risk appetite. We represent our partner companies to provide full range of financial services in clients’ life planning process.

 

From clients’ eyes, we are their trustable friends that will keep reminding them to plan ahead before any unforeseen event occurs.

Our Financial Product Partners

SG Network

Super Group (SG) is a big family, all our planners are SG members. We will have discussing sessions and meetings regularly, so we can learn from each other. We also travel together to different countries, exploring different cultures.

 

We are having an established nationwide agency network in Peninsular Malaysia from Alor Setar to Johor Bahru; and now expanding to East Malaysia including Kuching, Miri and Kota Kinabalu, total 30 agencies in whole Malaysia. This network provides better service and convenience to clients and good support to planners.

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