OSC Wealth Management Sdn Bhd
Board of Director
Lt Kol (PAB) Richard Ooi
Richard Ooi has been in financial planning services industry since year 1999. In year 2007, he has promoted to be his Company’s Top Manager, and received the certification of LIMRA’s AMTC (Agency Management Training Council).Richard Ooi was member of International Million Dollar Round Table and IDA qualifier, also a certified Hypnotherapist by The National Guild of Hypnotists, Inc. in the field of hypnotism.
He has been positioned within his organization’s Regional Marketing, Administration and Training Department, while he was trained by overseas experts andreceived numerous awards and certifications. Richard Ooi is now a American Board Neuro-Linguistic Programming Master Practitioner (ABNLP) and Canadian Association of Neuro-Linguistic Programming Practitioner(CANLP) Certified Trainer, Chartered Financial Practitioner, and also an Estate Planning Manager.
Vision
"To be the leading financial service provider in Asia, recognised for our excellence."
By advocating winning attitudes, best practices and cohesive rapport, we aim to be the flagship of the Financial Advisory Industry and the toast of our Clients.
We aspire to be the industry benchmark lauded for setting standards and raising them. And we still stay ahead with our constant improvements, innovations and refinements.
Mission
We serve our Clients with Integrity, Competency & Professionalism, knowing that we have their best interests at heart.
With pride and dignity, we apply our skills, ingenuity and agility in every action we take and every recommendation we make.
No job or financial goal is too big for us.We consistently infuse quality and meaning to every life we touch.
More About Us
More than 10 years of experience in Financial Industry.
OSC Wealth Management is not owned or controlled by any funds management firm, investment house or banking institution. Our service offering is provided by senior experienced advisers in Wealth Management, Family and Business protection.
For the majority of people, the foundation of any financial advice should be looking to protect the family and/or business in the event that anything happens to the principal bread winner
95
%
Happy Customers
100
%
Client Setisfaction
OSC Wealth Accolades
Our team
Tan Zhoon Hau
Group Manager
B.Eng(Hons) Mechanism & Manufacturing
Director of Perfect Direction Agency
Life Planning Advisor
Continues Supremacy Awards
Star Manager Award
Star Producer Award
Lim Chai Ling
Group Manager
Bachelor of Business Administration (Hons) Institute of Chartered Secretaries and Administrators (ICSA) Universiti Tunku Abdul Rahman
Bank Negara Malaysia Registered Financial Planner (RFP)
Certified Financial Planner (CFP)
Life Planning Advisor (LPA)
Low Weng Guan
Unit Manager
Diploma in Interior Architecture
Life planning advisor
GE Unit Manager
GETB Unit Manager
Ee Chang Min
Unit Manager
Master of Business Administration (MBA) at Atlantic International University USA.
Life Planning Advisor
Estate Planner
GE Unit Manager
Tan Gaik Bee
Unit Manager
Bachelor Of Business Admin (HONs) UUM
Life Planning Advisor
Estate Planner
GE Unit Manager
Lim Sim Zhet
Manager
Bachelor of Business Administration (Banking & Finance) Multimedia University, Melaka
Great Eastern Life Assurance – Sales Manager (SM)
Life Planning Advisor
Estate Planner
WE ARE COOPERATE WITH
Contact
Send a message
Most Asked Question.
- We will call you back to find out more about your aims and requirements
- We'll then organise a telephone consultation for you with one of our experts
- You will be able to ask any questions you have and find out more about investing with Osc Wealth Management Sdn Bhd
Our operating hours are from Monday to Friday, 9.00am to 6.00pm. However, any inquiry outside of our business workings may be left at our “Get In Touch” to contact us, we will respond to you as fast as possible.
Our main office is located at Pj, Kuala Lumpur. However, we provide our services to customers anywhere in Malaysia.
Our operating hours are from Monday to Friday, 9.00am to 6.00pm. However, any inquiry outside of our business workings may be left at our “Get In Touch” to contact us, we will respond to you as fast as possible.
Get In Touch
Please also let us know in ‘Your comments’ which areas are of primary interest to you e. g. Inheritance Tax, pensions, retirement planning or investment planning.