Amanda Han CFP CERT TM Professional 专业

Public Mutual 顾问（新山 Johor Bahru）｜退休规划 · 亲子理财 ·

关于 Amanda Han 承恩

Amanda Han 来自 Johor Bahru，是一名 Public Mutual 顾问，同时也是 CFP CERT TM Professional 财务规划师。她拥有超过 10 年的经验，专注于退休规划、教育基金、亲子理财与家庭财富传承。她的理念很简单：理财生活化 · 生活理财话，让理财真正融入每个人的日常。

Amanda Han, based in Johor Bahru, is a Public Mutual Consultant and a CFP CERT TM Professional Financial Planner. With over 10 years of experience, she specializes in retirement planning, education funding, parent-child financial literacy, and family wealth transfer. Her core philosophy is simple: “Make finance part of life, and make life part of finance.”

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I am Amanda Han. CFP Professional from Malaysia. I love sharing financial knowledge & personal tax planning ideas.

理财生活化 生活理财话

-Amanda Han, May2020-

个人故事与成长

在 30 岁以后，Amanda 开始独自旅行，走过超过 20 个国家。在这些旅程中，她逐渐体会到「生活规划」的重要性；此外，不同文化的碰撞也让她更加清楚，无论走到哪里，理财与家庭安全始终息息相关。

到了 33 岁，她正式进入理财投资领域。起初，她专注于学习如何规划自己的财务；然而，她很快意识到，帮助别人设定理财目标同样重要。因此，她决定善用 Public Mutual 基金，协助客户实现长期且可持续的财富增长。

在 36 岁，Amanda 迎来了母亲的角色。结果是，她的关注点自然转向亲子教育与家庭财富传承。同时，她将自己的育儿经验与理财专业结合起来；因此，她能够帮助更多父母在复杂的财务世界中找到清晰的方向与安心的底气。

当她 38 岁时，Amanda 选择考取 CFP CERT TM Professional 执照。原因在于，她希望真正弄懂退休规划的算法；此外，她也想简化流程，让更多家庭可以轻松检视自己的退休金是否足够。结果是，她的客户在面对未来时更有信心。

如今，她不仅是一名专业顾问，更是一个领导者。Amanda 已经带领超过 30 位理财伙伴一起成长。因此，她的角色不再只是帮助客户，也是培养新一代理财顾问，让他们拥有自由与选择。

At the age of 30, Amanda began traveling solo and explored more than 20 countries. Through these journeys, she gradually realized the importance of life planning; moreover, the diverse cultures she encountered made her understand that financial security and family well-being are essential no matter where you are.

By the age of 33, she formally entered the financial and investment industry. Initially, she focused on managing her own finances; however, she soon recognized the value of guiding others toward their goals. Therefore, she decided to use Public Mutual funds as a practical tool to help clients achieve sustainable long-term growth.

At 36, Amanda embraced motherhood. As a result, her priorities naturally shifted toward parent-child education and family wealth transfer. At the same time, she integrated her personal parenting journey with her financial expertise. Consequently, this unique approach enabled her to guide parents with greater clarity and empathy in today’s complex financial world.

At 38, Amanda earned her CFP CERT TM Professional certification. She did so because she wanted to master the true algorithms of retirement planning; in addition, she aimed to simplify the process, allowing more families to easily assess their readiness for retirement. Consequently, her clients gained confidence about their future.

Today, Amanda is not only a professional advisor but also a leader. She has built and now leads a team of over 30 financial partners. Therefore, her mission extends beyond advising families—she is also committed to nurturing the next generation of financial consultants, empowering them to pursue freedom and choice in life.

Amanda Han 成就与资历

Happy Clients

Client’s Assets Under Management

Financial Related Licenses

Marketing & Sales Expriences

Public Speakers Sharing Experiences

Leader of 24 Team Mates

Continuous NCS Qualifier

Travel to more than 20 countries

成就与资历

在过去的职业生涯中，Amanda 已经：

  • 获得 415+ 位客户的长期信任
  • 管理超过 RM16,000,000.00 的客户资产
  • 拥有 7 张金融相关执照
  • 带领 24 人团队成长
  • 持续 8 年获得 NCS 资格
  • 超过 30+ 场企业与线下公开讲座中担任分享嘉宾
  • 超过 5年 线上直播与公开分享理财知识和经验

这些成绩，不仅是数字，更是客户们从焦虑走向安心的真实故事。

理念与价值观

Amanda Han 相信：
“生活理财化 · 理财生活化。”
理财不应只是复杂的数字，而是一种能让家庭更幸福、生活更安心的方式。她的目标，是陪伴客户一起，从孩子教育到父母养老，建立一条稳定、可持续的理财道路。

想要更安心的退休与教育规划吗？

👉 如果你也希望找到一位能结合 退休规划 与 亲子理财 的顾问，欢迎联系 Amanda Han：