Our Team – ALPHAONE WEALTH ADVISORY

Our Services.

alphaone services.

At AlphaOne, our advisors are more than financial professionals — we are partners in your journey. Each member of our team brings deep expertise in wealth planning, but also the patience to listen and the humility to understand what truly matters to you. We don’t rush decisions. We don’t speak in complexity for the sake of sounding smart. We communicate clearly, collaborate openly, and stand beside you through every season of life. Because financial peace isn’t built through numbers alone — it’s built through trust, presence, and genuine care. Alphaone is led by Rex and Carolyn, whose combined 50+ years of experience in the wealth-management and trust industry span advisory, structuring, succession planning, and fiduciary governance. With Alphaone, clients can rely on experience, discretion, and clarity, delivered with care

REX LIM

RFC, RFP, ChWM

Introducing Rex Lim, a distinguished Managing Director at AlphaOne Wealth Advisory (AWA). Rex graduated with a B.Bus in Banking & Finance from Melbourne, Australia, in 2003 and is a recognized Chartered Wealth Manager (ChWM, Hong Kong 2025), Registered Financial Planner (RFP) in Malaysia, and Registered Financial Consultant (RFC) in the USA.

With over 22 years of experience in financial planning, Rex has consistently demonstrated his expertise, qualifying for the Million Dollar Round Table (MDRT) fifteen (15) times, including two (2) Court of the Table (COT) distinctions. His outstanding contributions have also earned him a prestigious spot among The 100 Most Influential Young Entrepreneurs 2025.

A sought-after speaker, Rex has delivered engaging presentations worldwide, captivating audiences in cities such as Orlando, Los Angeles, Hong Kong, Anaheim, Dubai, Lebanon, and Indonesia. Beyond his professional achievements, he is an accomplished author, having published the book “Change 2” in 2020. His extensive experience includes managing group private trust business portfolios exceeding RM200 million, further solidifying his reputation as a leader in wealth management.

Carolyn Lee

CFP, AEPP, ChWM

Introducing Carolyn Lee, a respected managing director at AlphaOne Wealth Advisory (AWA). Carolyn is a recognized Chartered Wealth Manager (ChWM, Hong Kong 2025) and a Million Dollar Round Table (MDRT) member, a Certified Financial Planner (CFP) from the USA, and an Associate Estate Planner PR practitioner (AEPP) from Singapore.

With over 26 years of experience in financial planning, Carolyn is known as the Queen of “Total Holistic Planning” since 2019, solidifying her reputation as a trusted advisor. She was recognized as one of the Top 50 Malaysia Outstanding Wealth Advisors of 2023 (MMOWA) and Successful People in Malaysia and Singapore 2025 -7th edition (Britishpedia Media Group of Malaysia, Singapore 7th Premium Edition).

Carolyn has Malaysia National Competency Standard Train-The-Trainer (NSC-TTT).

Carolyn’s extensive experience includes managing group private trust business portfolios exceeding RM200 million.