Jacky Tan 陈奕綸

License No.: eCMSRL/B6223/2015

Practice Group Director

Helping Businesses and Professionals Build Wealth, Mitigate Risk, and Optimize Benefits | Chartered Wealth Advisor (CWA®) | Licensed Financial Planner

As a Chartered Wealth Advisor and Licensed Financial Planner regulated by Bank Negara Malaysia (BNM) and the Securities Commission (SC), I provide sophisticated financial strategy to high-net-worth individuals, families, and corporations.

With over 16 years of experience, my practice is dedicated to managing the complete life cycle of wealth. I architect tailored solutions that address the complex challenges of:

Wealth Accumulation: Deploying advanced money market strategies and high-yield investment portfolios to accelerate capital growth.
Wealth Preservation: Implementing robust corporate and personal risk management frameworks, including bespoke insurance structuring, to protect assets.
Wealth Distribution: Designing strategic plans for efficient legacy and succession planning, ensuring your wealth fulfills your long-term vision.

I currently advise on over RM300 million in Assets Under Advisory (AUA), leveraging a holistic approach that integrates capital market access, corporate insurance solutions, and talent-centric benefit programs to build financial resilience and drive sustainable growth for my clients.

I am committed to delivering institutional-grade advisory services to private clients.

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

0
Life insurance partners
0
General / Group Insurance partners
0
Offshore Wealth Management Investment Platform Providers

My Services

Optimizing Cash Management with Money Market Funds in Malaysia
Free Malaysia Insurance Policy Review & Optimization
Get a Free Corporate Insurance & Employee Benefits Review

My Content

Fire vs Householder Insurance in Malaysia
[Step by Step] How to Claim Your Unclaimed Money in Malaysia
Money Market Funds: A Smart Cash Management Solution for Malaysian Corporates
Smart Savings for Every Life Stage: How Regular Unit Trust Investments Can Secure Your Future
Fair Treatment of Financial Consumers: A Guide for Malaysians
《一张平安纸》的意义,不只是法律文件那么简单

My Contact

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Jacky Tan 陈奕綸

License No.: eCMSRL/B6223/2015

Practice Group Director

Helping Businesses and Professionals Build Wealth, Mitigate Risk, and Optimize Benefits | Chartered Wealth Advisor (CWA®) | Licensed Financial Planner

As a Chartered Wealth Advisor and Licensed Financial Planner regulated by Bank Negara Malaysia (BNM) and the Securities Commission (SC), I provide sophisticated financial strategy to high-net-worth individuals, families, and corporations.

With over 16 years of experience, my practice is dedicated to managing the complete life cycle of wealth. I architect tailored solutions that address the complex challenges of:

Wealth Accumulation: Deploying advanced money market strategies and high-yield investment portfolios to accelerate capital growth.
Wealth Preservation: Implementing robust corporate and personal risk management frameworks, including bespoke insurance structuring, to protect assets.
Wealth Distribution: Designing strategic plans for efficient legacy and succession planning, ensuring your wealth fulfills your long-term vision.

I currently advise on over RM300 million in Assets Under Advisory (AUA), leveraging a holistic approach that integrates capital market access, corporate insurance solutions, and talent-centric benefit programs to build financial resilience and drive sustainable growth for my clients.

I am committed to delivering institutional-grade advisory services to private 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)

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-Up 

2011

Associate Estate Planning Practitioner-AEPP
资产传承规划师

0
Life insurance partners
0
General / Group Insurance partners
0
Offshore Wealth Management Investment Platform Providers

My Services

Optimizing Cash Management with Money Market Funds in Malaysia
Free Malaysia Insurance Policy Review & Optimization
Get a Free Corporate Insurance & Employee Benefits Review

My Content

Fire vs Householder Insurance in Malaysia
...
[Step by Step] How to Claim Your Unclaimed Money in Malaysia
...
Money Market Funds: A Smart Cash Management Solution for Malaysian Corporates
As a financial planner in Malaysia, I often advise corporate clients on optimizing their cash res...
Smart Savings for Every Life Stage: How Regular Unit Trust Investments Can Secure Your Future
As a financial planner in Malaysia, I’ve helped hundreds of clients navigate their financia...
Fair Treatment of Financial Consumers: A Guide for Malaysians
Fair Treatment of Financial Consumers: A Guide for Malaysians By a Licensed Financial Planner As ...
《一张平安纸》的意义,不只是法律文件那么简单
“妈妈,如果有一天你不在了,我们该怎么办?”这是客户孩子的一句话,让她终于决定立下那一纸“平安纸”。 ...

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