GREAT VISION 
ADVISORY GROUP 
Divisional Heads 
Disclaimer: This Slide is Strictly for Internal Use Only
GREAT VISION ADVISORY GROUP 
ONE Stop Financial Services Platform 
LIFE 
TAKAFUL 
GI 
EB 
MORTGAGE 
BUSINESS ADVISORY 
Dis...
GREAT VISION 
Back End 
Support 
Distribution 
Channel 
Product 
Innovation 
Disclaimer: This Slide is Strictly for Intern...
Back End 
Support 
Sales & 
Marketing 
Business 
Units 
Financial 
Services 
Platform 
Disclaimer: This Slide is Strictly ...
Back End Support 
Kelvin Andy Edward 
Admin & 
Operation 
Accounts / 
HR / IT 
Marketing 
Support 
Disclaimer: This Slide ...
Kelvin 
Admin & Operation 
Admin 
Support for 
both LIFE & 
TAKAFUL 
Admin 
Support for 
Unit Trust 
Business 
Client 
Ser...
Andy 
Marketing Support 
Product 
Innovation 
Associate 
Tranining 
Market 
Exploration 
Annual 
Meeting 
Arrangement 
Med...
Edward 
Accounts 
Division 
Accounts, HR & IT 
Human 
Resource 
IT 
Support 
Disclaimer: This Slide is Strictly for Intern...
Back End 
Support 
Disclaimer: This Slide is Strictly for Internal Use Only 
Sales & 
Marketing 
Business 
Units 
GREAT VI...
Life CA 
Kelvin 
Financial 
Services 
Operation Services Support 
Disclaimer: This Slide is Strictly for Internal Use Only...
Financial 
Services 
Operation Services Support 
Life CA 
UT CA 
Disclaimer: This Slide is Strictly for Internal Use Only ...
Financial 
Services 
Operation Services Support 
Life CA 
UT CA 
Takaful CA 
SK TAN 
Disclaimer: This Slide is Strictly fo...
Financial 
Services 
Operation Services Support 
Life CA 
UT CA 
Takaful CA 
Bank Loan 
Disclaimer: This Slide is Strictly...
Financial 
Services 
Operation Services Support 
Life CA 
UT CA 
Takaful CA 
Bank Loan 
GI / EB 
Disclaimer: This Slide is...
Financial 
Services 
Operation Services Support 
Life CA 
UT CA 
Takaful CA 
Bank Loan 
EB Special 
Task Force 
Disclaimer...
Financial 
Services 
Operation Services Support 
Life CA 
UT CA 
GI /EB 
Biz Advisory 
Disclaimer: This Slide is Strictly ...
Operation Services Support 
Private Client Services 
• Family Trust 
• Charity Trust 
• Financial Security 
Program 
• Ass...
Financial 
Services 
Operation Services Support 
Disclaimer: This Slide is Strictly for Internal Use Only 
Life CA 
UT CA ...
Financial 
Services 
Operation Services Support 
Life CA 
UT CA 
Takaful CA 
Bank Loan 
GI /EB 
EB Task Force 
Disclaimer:...
Back End 
Support 
Disclaimer: This Slide is Strictly for Internal Use Only 
Sales & 
Marketing 
Business 
Units 
GREAT VI...
Management Team 
Total 12 Branches 
SETIA ALAM KUALA LUMPUR IPOH KUCHING 
MID VALLEY SURIAN PENANG MENTAKAB 
PUCHONG JOHOR...
Total 12 Branches 
80 Supporting Staff / 30 Group Agency Managers 
/ 60 Business Development Managers / 
600 Business Asso...
Thank You 
Disclaimer: This Slide is Strictly for Internal Use Only
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Great Vision Division Heads

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Great Vision Division Heads

  1. 1. GREAT VISION ADVISORY GROUP Divisional Heads Disclaimer: This Slide is Strictly for Internal Use Only
  2. 2. GREAT VISION ADVISORY GROUP ONE Stop Financial Services Platform LIFE TAKAFUL GI EB MORTGAGE BUSINESS ADVISORY Disclaimer: This Slide is Strictly for Internal Use Only UNIT TRUST PRS FAMILY TRUST
  3. 3. GREAT VISION Back End Support Distribution Channel Product Innovation Disclaimer: This Slide is Strictly for Internal Use Only Marketing Development Education & Training Finance Management IT System Support Human Resource
  4. 4. Back End Support Sales & Marketing Business Units Financial Services Platform Disclaimer: This Slide is Strictly for Internal Use Only GREAT VISION
  5. 5. Back End Support Kelvin Andy Edward Admin & Operation Accounts / HR / IT Marketing Support Disclaimer: This Slide is Strictly for Internal Use Only
  6. 6. Kelvin Admin & Operation Admin Support for both LIFE & TAKAFUL Admin Support for Unit Trust Business Client Services Division Associates Support & Management Disclaimer: This Slide is Strictly for Internal Use Only
  7. 7. Andy Marketing Support Product Innovation Associate Tranining Market Exploration Annual Meeting Arrangement Media Contacts Disclaimer: This Slide is Strictly for Internal Use Only
  8. 8. Edward Accounts Division Accounts, HR & IT Human Resource IT Support Disclaimer: This Slide is Strictly for Internal Use Only
  9. 9. Back End Support Disclaimer: This Slide is Strictly for Internal Use Only Sales & Marketing Business Units GREAT VISION Financial Services Platform
  10. 10. Life CA Kelvin Financial Services Operation Services Support Disclaimer: This Slide is Strictly for Internal Use Only Personal, Family & Business Financial Planning CA AIA Gibraltar
  11. 11. Financial Services Operation Services Support Life CA UT CA Disclaimer: This Slide is Strictly for Internal Use Only Funds Solutions • Hwang Investment • Hwang PRS • AIA PRS Andy Yap
  12. 12. Financial Services Operation Services Support Life CA UT CA Takaful CA SK TAN Disclaimer: This Slide is Strictly for Internal Use Only Takaful Insurance • AIA Takaful • Bumi Marketing
  13. 13. Financial Services Operation Services Support Life CA UT CA Takaful CA Bank Loan Disclaimer: This Slide is Strictly for Internal Use Only William Bank Financial Products • MayBank • MayBank(SME) • MayBank (Singapore) • OCBC • AIA Central Ipoh Penang JB Ben Jack Steven William
  14. 14. Financial Services Operation Services Support Life CA UT CA Takaful CA Bank Loan GI / EB Disclaimer: This Slide is Strictly for Internal Use Only GI Providers • AIA • QBE • MSIG • ETIQA • Jernih • Kurnia • Chartis • Lonpac • Tokio • Multi-P Alan Assistant: Damian EB Providers • AIA • Takaful Malaysia
  15. 15. Financial Services Operation Services Support Life CA UT CA Takaful CA Bank Loan EB Special Task Force Disclaimer: This Slide is Strictly for Internal Use Only EB Worksite Marketing • Employee Benefit • PRS • Unit Trust • Mortgage • Life Insurance Neo Sammie GI / EB
  16. 16. Financial Services Operation Services Support Life CA UT CA GI /EB Biz Advisory Disclaimer: This Slide is Strictly for Internal Use Only Takaful CA Bank Loan EB Task Force Business Advisory • Biz Succession • Personal & Family Wealth Planning • Biz Continuation • Employee Retention • Tax Planning Dato’ Chua Assistant:Darian & Dave
  17. 17. Operation Services Support Private Client Services • Family Trust • Charity Trust • Financial Security Program • Asset Protection Trust • etc Financial Services Life CA UT CA GI /EB PCS / TRUST Andy Assistant: Cheah Teck Wai Disclaimer: This Slide is Strictly for Internal Use Only Takaful CA Bank Loan EB Task Force Biz Advisory
  18. 18. Financial Services Operation Services Support Disclaimer: This Slide is Strictly for Internal Use Only Life CA UT CA GI /EB Marketing Performance Development, Marketing, Networking & SME Focus • SME International Forum • Investment Seminar • Wealth Management Workshop • Financial Product Innovation Andy Takaful CA Bank Loan EB Task Force Biz Advisory PCS / TRUST
  19. 19. Financial Services Operation Services Support Life CA UT CA Takaful CA Bank Loan GI /EB EB Task Force Disclaimer: This Slide is Strictly for Internal Use Only Biz Advisory PCS / TRUST GV Excellent Achievers EAC Activities • Achievers Recognition • MDRT • COT • TOT Anthony Marketing GV EA
  20. 20. Back End Support Disclaimer: This Slide is Strictly for Internal Use Only Sales & Marketing Business Units GREAT VISION Financial Services Platform
  21. 21. Management Team Total 12 Branches SETIA ALAM KUALA LUMPUR IPOH KUCHING MID VALLEY SURIAN PENANG MENTAKAB PUCHONG JOHOR BAHRU PRAI SEGAMAT Disclaimer: This Slide is Strictly for Internal Use Only
  22. 22. Total 12 Branches 80 Supporting Staff / 30 Group Agency Managers / 60 Business Development Managers / 600 Business Associates Nationwide Network 宏愿理财机构– 全马布局  Prai  Ipoh Penang Klang PJ  Mentakab  Mid Valley  Kuching Surian Puchong Segamat  JB Disclaimer: This Slide is Strictly for Internal Use Only
  23. 23. Thank You Disclaimer: This Slide is Strictly for Internal Use Only

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