2022 Milestone & Achievements

Celebrating FinAdvisors’ key milestones and achievements of 2022. A look back at a year of growth, dedication, and success. Thank you to our team and clients for being part of the journey

Published By:

Jacky Tan 陈奕綸

I’m a Licensed Financial Planner and Chartered Wealth Advisor (CWA®), regulated by Bank Negara Malaysia and the Securities Commission. For over 16 years, I’ve helped high-net-worth individuals, families, and businesses navigate the full journey of wealth.

What I do differently: I don’t just sell products. I architect complete financial strategies across three dimensions:

Grow Wealth – High-yield portfolios and money market strategies that accelerate capital growth
Protect Wealth – Corporate and personal risk frameworks with bespoke insurance structures
Transfer Wealth – Legacy and succession planning that honors your vision
The numbers: I currently advise on over RM300 million in Assets Under Advisory (AUA).

My promise: Institutional-grade advice delivered with personal attention. Because your wealth deserves more than a transaction, it deserves a strategy.

📌 Open to collaboration with fellow professionals and select clients.

You’re welcome to contact me – [Click to Connect]

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ACKNOWLEDGEMENT

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I have read and understood FA Advisory Sdn Bhd.’s (FAA) Personal Data Policy, and hereby give my acknowledgement and consent to FAA to use my personal data in accordance with FAA’s Personal Data Policy.
I have read and understood the disclaimers above and hereby affirm my acceptance of these terms.
I have not been directly contacted or approached by any representative or employee of FAA with an offer or solicitation to apply for any financial products not offered in my home country.

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