Our Team Member

Uin Phaik See (Christina)

Chief Executive Officer / Director

• Christina has more than 10 year of experience in the financial services industry which includes insurance and financial advisory
• Major in Accounting and Registered Financial Planner Associate Member with Malaysian Financial Planning Council license
• Financial Advisor Representive and Capital Market Service Representative more than 4 years with reputable firm in Penang

Woo Khai Swan

Managing Director

• Graduated from local university with Bachelor Degree in Management.
• Registered Financial Planner Associate Member with Malaysian Financial Planning Council (MFPC) license
• 13 years of experience as an agency leader with reputable foreign life insurance Company. He served many areas of expertise in marketing, training and management and developed range of young rookies to be leadership

Tan Kim Hooi

Business Development Manager

• Registered Financial Planner Associate Member with Malaysian Financial Planning Council (MFPC) license
• More than 25 years expertise in life planning, financial asset management, client advisory in various estate planning, will and trust
• MDRT achiever with multiple awards with consistency records for two decades

Chang Yee Wen

Head of Administration

• Ms Chang has been working as admin and customer service at an insurance company. She has more than 20 yrs working experience at previously Insurance companies.
• Now she continues her career at B Wealth Solution SB as a Head of Admin and will be directly supporting department operations and contributing to the team.

Ong Yeong Chin

Financial Advisor Representative

Sim Kee Soon

Financial Advisor Representative

Lau Choo Jing

Financial Advisor Representative

Leong Swee Tien

Financial Advisor Representative