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Gavin Teoh Hock Geh

Gavin Teoh Hock Geh

Technology and Development Engineer

Followers of Gavin Teoh Hock Geh338 followers
location of Gavin Teoh Hock GehSelangor, Malaysia

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  • Timeline

  • About me

    Practice Director at UOB Kay Hian Wealth Advisors Sdn Bhd

  • Education

    • Sek Men Teknik Alor Star (Technical school)

      -
      Civil Engineering

    • Universiti Putra Malaysia

      2017 - 2021
      MSc(Economics) Economics

    • Universiti Kebangsaan Malaysia (National University of Malaysia)

      2004 - 2007
      Bachelor of Science (Honours) Physics

      Focus on Artificial Intelligence (AI) in final year of study.

  • Experience

    • Solectron Technology

      May 1997 - Nov 1997
      Technology and Development Engineer

    • Pactel System Sdn Bhd

      Nov 1997 - Feb 1998
      Sales Engineer

      A security surveillance system provider- UK products

    • Financial Planning Programme (FPP) of AIA Co.Ltd

      Feb 1998 - Dec 2009
      Insurance and Financial Consultant

      I was amongst the pioneers in practising financial planning under this Financial Planning Programme set-up by insurer AIA Co. Ltd. with Arthur Anderson as its training partner.

    • Rockwills Corporation Sdn. Bhd.

      Jan 2001 - now
      Senior Professional Will-Writer & Estate Planner

    • As-Salihin Trustee Berhad

      Jan 2004 - now
      Islamic Estate Planner

      Providing Islamic estate planning advice and services

    • EFP Consulting Sdn Bhd

      Jan 2005 - Jan 2009
      Executive Director

      An integrated financial services and mortgage sales company

    • CIMB Wealth Advisors- Financial Care Centre

      Jan 2006 - Jan 2009
      Wealth Manager & Financial Planner

      Writing holistic financial plans and segmented plan-investment policy statement. A fee-based financial planning practice.

    • Standard Financial Adviser Sdn Bhd

      Jan 2010 - Jan 2010
      Director of Advisory and Practice Management

      CentumSage Advisory is a full service financial advisory practice office of Standard Financial Adviser Sdn Bhd. (f.k.a. Standard Financial Planner Sdn Bhd). Our expertise is in understanding in detail your unique circumstance and providing advice based on our expertise of the various technical disciplines involved to meet the needs of your unique circumstance. Our core services includes holistic financial planning, cash flow and liability management, financial risk planning, investment policy statements, long term funding for retirement, lifestyle and children’s education, estate planning, ownership transfer planning for SMEs and philanthropic planning. CentumSage Advisory’s practice emphasises on the principles of guiding clients towards financial serenity in giving thoughtful, practical and meaningful financial advice.Our financial advisers have different discipline and are focused on different profession of clients in leading clients towards financial peace of mind through wise and objective counsel. We believe with the specialisation on specific profession of clients, our advisers would have a better understanding of the industry or profession, way of life and concerns of the clients. We have developed certain reputation in industries like information technology (IT), security and surveillance, tooling fabrication, industry trading, printing, engineering, manufacturing, construction and medical practice. Our prime clients come from business owners, young entrepreneurs, corporate executives, physicians, consulting engineers and retirees.We are always evolved by investing time to upgrade of our knowledge and continuous education; We homogenise our advisers’ knowledge, skill and quality through our regular internal specialised subjects enhancement training on risk, investment and estate planning; Our advisers are contributing their expertise to society through public seminar, talks and writing articles.www.standardfa.com Show less

    • UOB Kay Hian Wealth Advisors (UWEALTH)

      Jan 2010 - now
      Practice Director

  • Licenses & Certifications

    • Islamic Financial Planner, IFP

      Islamic Banking and Finance Institute Malaysia (IBFIM) & FPAM
      Jan 2010

    • Certified Financial Planner, CFP

      Financial Planning Association of Malaysia, FPAM
      Jan 2002
      View certificate certificate

  • Honors & Awards

    • Awarded to Gavin Teoh Hock Geh
      2014- Award of Best Practice StandardFA Dec 2014
    • Awarded to Gavin Teoh Hock Geh
      2014-1st Winner of PlanPlus Global Financial Planning Awards (Asia Region) PlanPlus Canada Oct 2014 For excellence in creating an outstanding Financial Plan and Statement of Advice, in addition to contribution to the profession
    • Awarded to Gavin Teoh Hock Geh
      2013-Award of Best Practice Standard Financial Adviser Sdn Bhd Dec 2013 In recognition of outstanding performance - best practice
    • Awarded to Gavin Teoh Hock Geh
      2013-1st Runner-Up PlanPlus Global Financial Planning Award (Asia Region) PlanPlus Canada Aug 2013 For excellence in creating an outstanding Financial Plan and Statement of Advice, in addition to contribution to the profession
    • Awarded to Gavin Teoh Hock Geh
      Top Advisor CIMB WA FCC Writing the most number of comprehensive financial plan and investment policy statement of year 2007

  • Volunteer Experience

    • Head of Logistics Team

      Issued by SuvarnaMitra-Aloka Foundation on Jul 2014
      SuvarnaMitra-Aloka FoundationAssociated with Gavin Teoh Hock Geh