Jon-Pierre has a degree in Finance and Economics from the University of Auckland, New Zealand and has an International Certificate in Wealth and Investment Management from the Chartered Institute for Securities & Investment.
While ensuring clients receive honest, fair and transparent financial planning, Jon-Pierre enjoys and takes pride in advising clients globally. He strives to make positive changes while tackling financial shortfalls by matching client needs and wants with tailored investment packages – all with an effective emphasis on tax-efficiency.
Jon-Pierre’s areas of expertise cover retirement planning, pension transfers, family financial planning including education savings, individual and joint income, life protection, trusts, offshore banking, international savings and reviewing of existing portfolios.
Furthermore, Jon-Pierre is dedicated to developing his skills through continued professional development and training. Jon-Pierre is therefore trusted by many and his advice comes highly recommended.
- Bachelor of Commerce, majoring in Finance and Economics, University of Auckland, New Zealand
- International Certificate in Wealth and Investment Management, CISI
- MII PCEIA General Insurance AB PCAB, The Malaysian Insurance Institute
- Fundamentals of Financial Services, CISI