Etalage Sdn Bhd (833943-P) Licensed Financial Adviser and Islamic Adviser by BNM and Licensed CMSL (FP, CUTA and CPRA) by SC

Corporate Profile

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Mission Statement: Etalage in French (noun) – ‘a display or setting in which something can be displayed to best effect’. Therefore, we aim to provide our clients a holistic and simplified platform for financial planning with a display of professionalism and philosophy of ‘empathy’ to understand our clients’ needs better.

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We believe in providing full-fledge financial planning services that is customized to our clients needs.

Our Philosophy: Multiple Funds (local and foreign currency) for a comprehensive portfolio;

Advisory on Retirement Planning with a myriad of Private Retirement Scheme Funds;

Comprehensive Risk Management and Insurance Planning;

Discretionary and Non-discretionary mandates by partnering renowned Asset Managers;

Flexibility on fees and charges;

Partnering Local and International Estate Planning Companies for a complete Estate Planning solution.

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William Lee Age 52 Managing Director Mobile No: +6019 272 3987 williamlee@etalage.com.my William is qualified with an MBA in International Business, a Certified Financial Planner (CFP) and also a Registered Financial Planner (RFP). He is a member of Financial Planning Association of Malaysia and Malaysian Financial Planning Council (MFPC). William is a license Capital Market Services Representative and Financial Advisory Representative from SC and BNM respectively.

He has more than 30 years of experience in Financial Services, Manufacturing and Property Development Industry. He has helmed senior positions in financial institutions and managed the unit trust agency force for the past 20 years. William was instrumental in setting up the Wealth Management Division during his tenure with Kenanga Investment Bank Berhad and has introduced the first ‘wrap’ platform. He lead Kenanga Investment Bank Berhad to bag the “Most Innovative Product” award by the Asia Asset Management’s 2013 Best of the Best Awards for KenWRAP – the first of its kind multi-functional wealth management tool.

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Joyce Wee Age: 43 Executive Director Mobile No: +6012 387 0628 joycewee@etalage.com.my Joyce holds a Bachelor of Arts in Marketing and Management and an MBA in General and Strategic Management. She is a Certified Financial Planner (CFP) and is a member of

Financial Planning Association of Malaysia. Joyce is a license Capital Market Services Representative and Financial Advisory Representative from SC and BNM respectively. Joyce has more than 23 years of experience in retail, manufacturing and Intellectual property licensing business where she is tasked to manage the sales, brand management and sales growth of the businesses. She took a step to move into the financial and banking industry and has acquired 11 years of experience in Personal Financial Services and Wealth Management – Investment Services focusing in business development of Unit Trust, Structured Products and Share Services Business Unit and Strategic Wealth Marketing where she is tasked to design and manage marketing proposition for Investment, Bancassurance and Deposit products.

Poedjo Soesilotomo (also known as Tom) Executive Director Age: 50 Mobile No: +6016 833 3007 tom@etalage.com.my Tom graduated with a BE (Hons) Civil Engineering and started his career as an engineer with an MNC. His

keen interest in Financial Planning led him to obtain the following Professional Qualifications:

Islamic Estate Planner from As-Salihin Trustee Berhad; Islamic Financial Planner (IFP) from The Financial Planning Association of Malaysia (FPAM)/IBFIM; Registered Financial Planner (RFP) from The Malaysian Financial Planning Council (MFPC); Fellow, Chartered Financial Practitioner (FChFP) from APLIC/NAMLIFA; Association Estate Planning Practitioner (AEPP) from Society of Will Writers and Estate Planning (UK).

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Tom holds both the Capital Market Services Representative and Financial Advisory Representative licences from SC and BNM respectively. Tom is currently an in-house speaker for FiMM on Personal Financial Planning Fundamentals, past Chairman of FPAM Sabah Chapter and Facilitator on the topic of Financial Planning for Skim Latihan Graduan (SLG) for Pembangunan Sumber Malaysia Berhad (PSMB).

Derrick Ng Executive Director – Business Development Age: 22 Mobile No: +6010 221 9428 derrickng@etalage.com.my

Derrick holds a degree in International Business and Marketing and is a qualified Gemologist. He brings with him a total 3 years in finance

management with an exclusive jewellery company and has displayed his entrepreneurship in being a distributor for an established LED Manufacturing Company and Grease Company. “We bring confidence to our clients with the team’s financial industry experience totaling more than 40 years with an in-depth knowledge of the complexity of local and global financial products, proficiency in understanding financial planning for goal-based needs and a thorough research on the ever volatile markets to preserve the assets of our valued clients.”

“Its not how much money you make but how hard it works for you, and how many generation

you keep it for.”

-Robert Kiyosaki

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Individual Clients and family

Comprehensive and goal based Financial Planning catering to our clients needs utilizing a wide range of financial instruments (Examples of Goal Based Planning – College and University Savings Planning, Healthcare Expense Planning, Investment Asset Allocation and

Portfolio Management, Portfolio Performance Analysis, Life Insurance Analysis, Long-term Care Analysis, Retirement Income, Retirement Income Needs Planning and the list goes on).

SME, Corporate and Institutional Clients

SME, Corporate and Institutions are now sourcing for the best Employee Benefits, Corporate Risk Management Plans, Family Private Trust, Business Succession Planning, Executive

Compensation Strategies, Asset Protection Structure and Offshore Company Formation to better manage their tax planning needs. We also partner with regulated local and international professionals for corporate exercise.

Please contact us for an appointment.

Etalage Sdn Bhd (833943-P)

Unit H-1-1, Jalan PJU1A/20E Dataran Ara Damansara, 47301 Petaling Jaya Selangor

Office No: +603 7831 7977 Fax No: +603 7842 1139

Email: enquiry@etalage.com.my

Licensed Financial Adviser and Islamic Financial Adviser by BNM & Licensed CMSL (FP, CUTA and CPRA) by SC