Alan Lim Wai Loong

1984-1989 SJK (C) Yuk Chai; 1990-1997 Catholic High School; 1998-2000 Advanced Diploma in Mechanical and Manufacturing Engineering at TARC; 2001-2002 Master's Degree in Manufacturing Systems Engineering at University of Warwick (Awarded by WMG - Warwick Manufacturing Group); 2015 Registered Financial Planner at Malaysian Financial Planning Council (MFPC) which is recognised by Bank Negara Malaysia and Securities Commission Malaysia; 2021 Financial Train the Trainer at MFPC; 2023 Train the Trainer at Human Resource Development Corporation, Ministry of Human Resources, Malaysia

2020-present Founded P10 Holdings Sdn Bhd; 2002 Life Insurance Agent at Prudential; Held positions in various industries between 2002 and 2007

Alan's remarkable 22-year career in finance is a testament to his unwavering commitment to client-centric solutions and financial education. Starting as a life insurance agent at Prudential in 2002, his path has been paved with consistency, perseverance, and a relentless pursuit of maximising productivity in each day. Recognising the limitations of a purely numbers-driven approach, Alan quickly embraced a needs-based philosophy. This philosophy, coupled with his emotional and financial intelligence, led him to develop the "Smart Winning Formula," ensuring clients receive optimal solutions tailored to their unique circumstances. Alan's dedication extends beyond traditional insurance, encompassing a vast array of wealth planning and management expertise. From mortgages and retirement planning to education funding and risk management, his experience equips him to address every facet of an individual's financial well-being. This expertise is further validated by his prestigious Lifetime MDRT (Million Dollar Round Table) qualification, a hallmark of excellence within the financial services industry. Beyond these professional achievements, Alan's passion for social responsibility is evident in his extensive involvement with over 160 CSR projects. It is this same spirit of innovation that led him to co-found P10, a groundbreaking Digital Financial Intelligence Platform, alongside his sibling in 2016. P10 represents a paradigm shift within the Banking, Financial Services, and Insurance (BFSI) sector. P10's core strength lies in its ability to transform complex financial calculations into user-friendly tools, empowering both advisors and clients. This user-centric approach translates into enhanced advisory services, fostering a deeper understanding of financial realities and facilitating informed decision-making. Furthermore, P10 champions financial literacy on a national scale, bridging the knowledge gap that often hinders individuals in achieving their financial goals. Understanding the ever-evolving financial landscape, P10 is at the forefront of digitalisation within the BFSI industry. Their commitment to streamlining workflows and optimising processes translates into significant productivity gains for BFSI organisations. Moreover, P10's cutting-edge technology attracts and retains top talent, positioning these organisations as leaders in innovation. The cornerstone of P10's approach is a commitment to ethical practices and unwavering compliance. This, coupled with their award-winning AI-powered sales tool, designed to transform users into "Financial Wizards," ensures a smooth and efficient financial planning journey for clients. Ultimately, P10's blend of human expertise and technology empowers clients to take charge of their financial futures, making P10 the ideal choice for any organisation or individual seeking to achieve sustainable financial growth

Featured in Feminine magazine about Alan and Erim (Sibling), use their knowledge and experience to guide accident victims through complex claims, securing compensation and emotional support that significantly improves their lives 2019; Featured in The Star about Siblings to the rescue of insurance claimants 2018; Featured in Financial 1st Magazine about Understanding Medical Insurance and Repricing, The Next Winning Insurtech Application for the BFSI Industry, Debts Management & Retirement Planning; Nanyang Magazine features a series on personal finance, helping readers navigate financial decisions. Articles expose misleading claims in unit-linked insurance, compare MRTA and MLTA investment options, and provide a guide to personal financial planning

Alan demonstrates a strong commitment to both corporate social responsibility and financial empowerment; Actively championed the well-being of the Malaysian community by efficiently processing and settling hundreds of insurance claims across various providers and public CSR programmes, all free of charge. As a sought-after speaker, Alan leverages his expertise to deliver financial awareness and education workshops, empowering individuals and financial professionals alike to make sound financial decisions. Furthermore, his company is demonstrably aligned with Bank Negara Malaysia's Financial Sector Blueprint 2022-2026. Since 2022, they have actively collaborated with various stakeholders, including individuals, associations, universities, government agencies, and businesses, to equip Malaysians with the knowledge and practical skills necessary for long-term financial well-being

Nominated as one of the Most Innovative Companies in the 'Fintech - Financial Technology' category at the Malaysia Technology Excellence Awards 2024; Awarded as a local research & development (R&D) products and services provider by the Ministry of Science, Technology and Innovation (MOSTI) in 2023; Nominated as the Most Outstanding InsurTech Company by My Malaysia Awards 2022

Member of Malaysian Financial Planning Council; Member of MDRT, The Premier Association of Financial Professionals®

P10 Holdings Sdn Bhd has established itself as a leader in financial innovation, evidenced by their development of mandatory financial programmes (2024), recognition as a leading financial navigation application and MFPC's first corporate educational provider (2023-2024), consistent success within the BFSI industry (2022-2024), and a focus on FinTech and InsurTech solutions since 2020. This dedication to progress is further emphasised by their commitment to upholding high standards (RFP certification, 2015) and a strong foundation in research and development (from 2016 onwards)

English, Mandarin, Malay

Badminton, Hiking

A pivotal moment in Alan's career arrived when his digitalisation journey transformed complex data into actionable insights, empowering individuals through financial understanding. The initial stages were arduous for him and Erim, demanding countless hours to refine even basic formulas. However, their true reward lies in the recognition of the digital financial intelligence platform by the MFPC. This acknowledgement signifies both their unwavering commitment to upholding the highest ethical and professional standards, as outlined by the MFPC guidelines. The platform aspires to be not just a tool for financial literacy but also a global benchmark for financial education

Entrepreneurs, despite initial skepticism from colleagues, industry partners, and potential clients, remained unwavering in their conviction that humanised financial planning and wealth management solutions could empower a broad population. Guided by the principle of maximising value through simplicity, a meticulously refined, user-centric platform was developed. This platform democratises financial knowledge, transforming everyday individuals into informed decision-makers with readily available financial tools. This accessibility fosters financial inclusion, making sophisticated services affordable and approachable to all.

https://aca.p10solutions.com

Information available only in printed publication available in libraries.

Information available only in printed publication available in libraries.

Information available only in printed publication available in libraries.