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Mun Wai Lee

Licensed Financial Planner (cmsrl/b5206/2014) at Principal Malaysia

Mun Wai Lee is a seasoned financial and project management professional with extensive experience spanning multiple sectors. Currently serving as Senior Vice President at Success Concepts since 2010, Mun Wai Lee specializes in investment portfolio formulation, emphasizing a holistic approach that includes risk management, tax, and estate planning. Concurrently, Mun Wai Lee holds positions as a Licensed Financial Planner at Principal Asset Management Berhad, Estate Planner at RHB Banking Group, and Islamic Estate Planner at as-Salihin Trustee Berhad. Previous roles include Owner of LMW Resources, Senior Project Manager at ASC Engineering Sdn Bhd, and Resident Engineer at Jurutera Konsultant (SEA) Sdn Bhd, with significant contributions to major infrastructure projects. Mun Wai Lee holds a BSc (Hons) in Civil Engineering from the University of Birmingham and GCE 'A' Levels from Oakham School.

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