About Jason
Greetings,
I am the founder of PIT Group and PIT Mortgage Advisory Sdn Bhd, immersed in the financial industry since 2006.
Commencing my career by offering life insurance and savings plans, my journey evolved to include providing comprehensive financial solutions.
In 2010, recognizing a need for specialized expertise, I ventured into offering refinancing services and cross-selling mortgage insurance to our clients. This endeavor unveiled a significant gap in mortgage loan knowledge among property agents, customers, and investors.
Consequently, in 2019, I made the strategic decision to exclusively focus on becoming a prominent mortgage influencer. Utilizing the power of social media, I have shared over 1000 episodes of knowledge-sharing videos, disseminating valuable insights into the intricacies of mortgage loans. Through our efforts, we have successfully assisted over 3000 clients in securing housing loans with favorable terms from reputable banks.
Our ultimate goal is to continue expanding our reach and assisting a growing number of clients in obtaining approval for their housing loans, enabling them to realize their dream of homeownership. At PIT Mortgage Advisory, we are committed to providing unparalleled expertise and personalized solutions to ensure a seamless and rewarding experience for our valued clients.
Qualification
2023
Certified Financial Planner
The Certified Financial Planner (CFP) designation is a professional certification for individuals working in the field of financial planning. The CFP certification is globally recognized and is awarded by the Certified Financial Planner Board of Standards, Inc. (CFP Board) in the United States.
To obtain the CFP certification, individuals must meet specific education, examination, experience, and ethics requirements. This includes completing a series of courses in financial planning, passing a comprehensive CFP exam, acquiring relevant work experience in the financial planning industry, and adhering to a strict code of ethics and professional standards.
CFPs are well-versed in various aspects of financial planning, including investment planning, retirement planning, estate planning, tax strategies, and risk management. They are trained to analyze clients' financial situations comprehensively and provide them with personalized advice to help them achieve their financial goals.
Clients often seek the services of Certified Financial Planners for comprehensive financial planning, wealth management, and guidance on making informed decisions about their financial futures. The CFP certification is a mark of excellence in the financial planning profession, signifying a commitment to high ethical standards and advanced knowledge in the field.
2011 - 2023
2006 - 2024
Million & Multi Million Dollar Agency In HLA & HLMT
18 years financial industry experience