Carmen Phang
Risk Management Strategist at FutureProof Advisory- Claim this Profile
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English Professional working proficiency
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Mandarin Professional working proficiency
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Bahasa Malaysia Professional working proficiency
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Cantonese Native or bilingual proficiency
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Bio
Sam Merzuki
I met Carmen in Linkedin a year ago and she worked together with me under Buddyhood Project, an NGO community project for the underprivileged families and children. Carmen is a leader who is very passionate in helping others to grow in life. A servant leader with many great values and her sincerity shows whenever she shared about her journey in finance etc. A humble leader with beautiful heart and soul. She helped many underprivileged children and families behind the scene under Buddyhood Family and makes a difference to many in her journey. I would strongly recommend Carmen who is a true leader at heart. I wish her all the best in her journey.
Tania Hardin
Carmen is a professional, hardworking, and friendly lady who is always generous with her knowledge. She is a person who strives for personal development, making her an excellent role model in her field. She is absolutely a go-to person if you are looking for wealth planning advice and a leader.
Tan Meng Loon
I always get superb and friendly advice and service from Carmen. She always proactive and frequent follow ups with me. This is the non tangible quality that I always appreciate. As years go by, we become friends. Keep up the good work, Carmen!
Sam Merzuki
I met Carmen in Linkedin a year ago and she worked together with me under Buddyhood Project, an NGO community project for the underprivileged families and children. Carmen is a leader who is very passionate in helping others to grow in life. A servant leader with many great values and her sincerity shows whenever she shared about her journey in finance etc. A humble leader with beautiful heart and soul. She helped many underprivileged children and families behind the scene under Buddyhood Family and makes a difference to many in her journey. I would strongly recommend Carmen who is a true leader at heart. I wish her all the best in her journey.
Tania Hardin
Carmen is a professional, hardworking, and friendly lady who is always generous with her knowledge. She is a person who strives for personal development, making her an excellent role model in her field. She is absolutely a go-to person if you are looking for wealth planning advice and a leader.
Tan Meng Loon
I always get superb and friendly advice and service from Carmen. She always proactive and frequent follow ups with me. This is the non tangible quality that I always appreciate. As years go by, we become friends. Keep up the good work, Carmen!
Sam Merzuki
I met Carmen in Linkedin a year ago and she worked together with me under Buddyhood Project, an NGO community project for the underprivileged families and children. Carmen is a leader who is very passionate in helping others to grow in life. A servant leader with many great values and her sincerity shows whenever she shared about her journey in finance etc. A humble leader with beautiful heart and soul. She helped many underprivileged children and families behind the scene under Buddyhood Family and makes a difference to many in her journey. I would strongly recommend Carmen who is a true leader at heart. I wish her all the best in her journey.
Tania Hardin
Carmen is a professional, hardworking, and friendly lady who is always generous with her knowledge. She is a person who strives for personal development, making her an excellent role model in her field. She is absolutely a go-to person if you are looking for wealth planning advice and a leader.
Tan Meng Loon
I always get superb and friendly advice and service from Carmen. She always proactive and frequent follow ups with me. This is the non tangible quality that I always appreciate. As years go by, we become friends. Keep up the good work, Carmen!
Sam Merzuki
I met Carmen in Linkedin a year ago and she worked together with me under Buddyhood Project, an NGO community project for the underprivileged families and children. Carmen is a leader who is very passionate in helping others to grow in life. A servant leader with many great values and her sincerity shows whenever she shared about her journey in finance etc. A humble leader with beautiful heart and soul. She helped many underprivileged children and families behind the scene under Buddyhood Family and makes a difference to many in her journey. I would strongly recommend Carmen who is a true leader at heart. I wish her all the best in her journey.
Tania Hardin
Carmen is a professional, hardworking, and friendly lady who is always generous with her knowledge. She is a person who strives for personal development, making her an excellent role model in her field. She is absolutely a go-to person if you are looking for wealth planning advice and a leader.
Tan Meng Loon
I always get superb and friendly advice and service from Carmen. She always proactive and frequent follow ups with me. This is the non tangible quality that I always appreciate. As years go by, we become friends. Keep up the good work, Carmen!
Credentials
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Islamic Estate Planning
as-Salihin Trustee BerhadApr, 2023- Oct, 2024 -
Linkedin ABCD Foundation
Salt&Pepper AcademyMar, 2021- Oct, 2024 -
Basic Agency Management Course
The Malaysian Insurance InstituteMar, 2016- Oct, 2024 -
Insurance Consultant
Prudential BSN Takaful BerhadFeb, 2012- Oct, 2024 -
Proffesional Estate Planner
Rockwills International GroupMar, 2011- Oct, 2024 -
Certificate Examination Investmnet Linked Life Insurancr
The Malaysian Insurance InstituteJan, 2011- Oct, 2024 -
Unit Trust Consulatnt
Federation of Investment Managers Malaysia (FIMM)Jan, 2011- Oct, 2024 -
Wealth Planner
Prudential Assurance Malaysia BerhadJan, 2011- Oct, 2024
Experience
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FutureProof Advisory
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Financial Services
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1 - 100 Employee
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Risk Management Strategist
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Jan 2019 - Present
Talks about #businesscontinuition #financialplanning #leagcyplanning #lifeinsurance #careerbuilding #recruiment Talks about #businesscontinuition #financialplanning #leagcyplanning #lifeinsurance #careerbuilding #recruiment
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Prudential Assurance Malaysia Berhad
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Malaysia
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Insurance
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700 & Above Employee
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Wealth Planner / Associate Unit Manager
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Jan 2011 - Present
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Rockwills Group
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Malaysia
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Financial Services
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1 - 100 Employee
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Professional Estate Planner
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Jan 2011 - Present
Talks about #estate planning #buysellagreement #insurancetrust #willwriting Talks about #estate planning #buysellagreement #insurancetrust #willwriting
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CrestNano Solutions Sdn Bhd
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Malaysia
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Research Services
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1 - 100 Employee
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Senior Manager
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Jan 2005 - 2010
- specialised in microscopy - providing research solution / equipment to researchers in life sciences field - specialised in microscopy - providing research solution / equipment to researchers in life sciences field
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Education
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National University of Malaysia (UKM)
Bachelor of Arts - BA, Psychology