Jacky Tan 陈奕綸
License No.: eCMSRL/B6223/2015
Practice Group Director
Jacky Tan is a Licensed Financial Planner regulated by Bank Negara Malaysia (BNM) and the Securities Commission (SC), specializing in corporate risk & insurance planning, money market strategies, and employee benefits solutions. With over 15 years of experience in the financial industry, he has successfully designed high-yield financial plans for a diverse clientele, including corporations, families, and high-net-worth individuals.
Recognized for his expertise in tailor-made financial planning, Jacky provides strategic advisory services that help clients achieve their long-term financial objectives. To date, he manages an impressive RM100 million in Assets Under Advisory (AUA), delivering optimized investment portfolios and risk management solutions.
His holistic approach integrates corporate insurance structuring, money market opportunities, and talent-centric benefit programs, ensuring sustainable growth and financial resilience for his clients.
You’re welcome to contact me – [Click to Connect]
Jacky Tan is a Licensed Financial Planner regulated by Bank Negara Malaysia (BNM) and the Securities Commission (SC), specializing in corporate risk & insurance planning, money market strategies, and employee benefits solutions. With over 15 years of experience in the financial industry, he has successfully designed high-yield financial plans for a diverse clientele, including corporations, families, and high-net-worth individuals.
Recognized for his expertise in tailor-made financial planning, Jacky provides strategic advisory services that help clients achieve their long-term financial objectives. To date, he manages an impressive RM100 million in Assets Under Advisory (AUA), delivering optimized investment portfolios and risk management solutions.
His holistic approach integrates corporate insurance structuring, money market opportunities, and talent-centric benefit programs, ensuring sustainable growth and financial resilience for his clients.
You’re welcome to contact me – [Click to Connect]
✓ Enterprise Risk Transfer Strategies
✓ Corporate Insurance Program Structuring
✓ Short-Term Portfolio Optimization
✓ Executive Benefits & Retention Planning
✓ Family Office Wealth Preservation
2023
Allianz Malaysia Top 10 Financial Advisers Representative – 1st Runner-Up Award
2022
iFAST Global Wealth Advisers Symposium
iFAST Awards Night – Top Adviser for Corporate Solution – 1st Runner-UpÂ
2011
Associate Estate Planning Practitioner-AEPP
èµ„äº§ä¼ æ‰¿è§„åˆ’å¸ˆ
