Jacky Tan 陈奕綸
License No.: eCMSRL/B6223/2015
Practice Group Director
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]
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]
Wealth Management for HNWIs & UHNWIs
Strategic Asset Allocation & Portfolio Optimization
Corporate Risk & Insurance Planning
Executive Benefits & Retention Solutions
Money Market & Fixed Income Strategies
Legacy & Succession Planning
Regulated by: Securities Commission (SC) & Bank Negara Malaysia (BNM)
2025
Certified Professional Manager (CPM)
Certified Financial Management Professional (CFMP)
2024
Chartered Wealth Advisor (CWA®)
Yearly 𝐓𝐨𝐩 𝐀𝐝𝐯𝐢𝐬𝐞𝐫𝐬 𝐛𝐲 𝐍𝐞𝐰 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 (𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭), Champion
2023
Allianz Malaysia Top 10 Financial Advisers Representative – 1st Runner-Up Award
Million Dollar Round Table (MDRT)
2022
iFAST Global Wealth Advisers Symposium
iFAST Awards Night – Top Adviser for Corporate Solution – 1st Runner-Up
2011
Affiliate Registered Financial Planner (RFP)
Associate Estate Planning Practitioner-(AEPP)
资产传承规划师
