Jacqueline – known as Jackie – has been in Financial Services for all her working life. Starting in 1982, she worked in the UK as practice manager for an Independent Financial Advisory Practice in her home town of Shrewsbury, Shropshire, becoming a Partner at the age of 25. Her company was also agent for the Nationwide Building Society and, throughout her long career, Jackie has managed to gained experience in many key aspects of Financial Services.
Moving to Malaysia in 2001 to further her career, Jackie has worked for some of the larger Offshore Financial Services companies based in Kuala Lumpur, Bangkok and Singapore before co-founding Greenwood Private Wealth Management Ltd in 2006.
Skills and expertise
- Financial Planning Certificates I & II (Chartered Insurance Institute)
- PC Examination for Insurance Agents (Malaysian Insurance Institute)
Jackie has served as an elected Council Member on the Labuan International Insurance Association (LIIA) for the past 4 years representing her industry sector. She is also a qualified member of both the Chartered Insurance Institute and the Malaysian Insurance Institute.
Jackie lives in Kuala Lumpur with her daughter, aged 11. Her hobbies include travel, cooking, reading, movies, walking and skiing.
Voluntary work is a priority for Jackie, who is involved in Malaysian children’s and women’s charities as well as supporting tiger, turtle and orangutan preservation with her daughter.
Jackie’s favourite quote is:
“A satisfied customer is the best business strategy of all”
(US business author, Michael LeBoeuf)