Harold started as a life insurance agent with AIA Malaysia in the 1970s at a small agency office in Jalan Ampang, Kuala Lumpur. In 1976 was promoted to Agency Manager and founded WAI Associates Group the next year. Since then, he has trained and developed over 350 advisors, with over 19 of them becoming agency managers of their own businesses. Due to his outstanding contribution to the industry, Harold was given the AIA Hall of Fame Award from AIA Hong Kong in 2008 of which only less than 20 people in Malaysia have been awarded since its founding in 1948.
Currently, Harold remains active as a Director in the Agency and Company. He plays golf frequently and enjoys driving as his passion and hobby.
Professional Qualifications:
Casey is a distinguished Monash University, Australia graduate with two degrees - in Business Systems and Laws. He fortified his legal expertise by acquiring certification as a qualified lawyer from the New South Wales Court of Appeal in Sydney, Australia in 2014. With over 15 years of invaluable experience in the insurance and financial services sector, Casey has been recognized with accolades such as the Million Dollar Round Table Award, securing this honour for 6 years, along with numerous other prestigious awards like Top Insurance Advisor and President's Club. Currently, Casey focuses on empowering High Net Worth Clients, offering expertise in optimizing family insurance, financial portfolios, and insurance trusts.
Industry Contribution:
In 2018, Casey earned the esteemed title of Master Trainer with AIA Malaysia, a testament to his profound experience, exceptional achievements, and expertise in the insurance domain. This distinguished appointment, a rarity within AIA, highlights his commitment to sharing knowledge and fostering talent. He actively imparts his skills, expertise, and practical insights to AIA through workshops, training sessions, and mentoring elites in the AIA ELITE Leadership Program. Casey's impact extends globally, having presented at prestigious events such as the MDRT Experience Conference in Guangzhou, China, engaging over 2000 industry aspirants.
When Casey isn't involved in his work, he spends most of his time with his family. He contributes to his local church by teaching children, mentoring young adults, and leading a young family connect group.
Company Positions:
Casey's leadership extends across several pivotal roles within the industry:
Partner, Wai Associates Consultancy
Director of Marketing, Wai Associates Group
Founder, WAI Advisory
Industry Awards:
Top Life Planner
Million Dollar Agency
MDRT Qualifying Member (6 years)
Master Trainer (5 years)
Premier Agency
Premier Advisor
Copyright by WAI & Associates Sdn Bhd (154512-D). WAI Associates Group and WAI Advisory is an authorised representative of AIA Bhd. 200701032867 (790895-D) AIA PUBLIC Takaful Bhd. 201101007816 (935955-M) AIA General Berhad. 201001040438 (924363-W) AIA Pension Asset Management Sdn. Bhd 201201027147 (1011637-P) AIA Health Services Sdn. Bhd. 199601016211 (388561-T).
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This is not the official website of AIA Group Limited and its subsidiaries. AIA Bhd. 200701032867 (790895-D) AIA PUBLIC Takaful Bhd. 201101007816 (935955-M) AIA General Berhad. 201001040438 (924363-W) AIA Pension Asset Management Sdn. Bhd 201201027147 (1011637-P) AIA Health Services Sdn. Bhd. 199601016211 (388561-T).
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