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

As a Licensed Financial Planner, Chartered Wealth Advisor (CWA®), and Shariah Registered Financial Planner (Shariah RFP), I bring over 20 years of expertise navigating complex wealth journeys for high-net-worth individuals, families, and business owners across Malaysia.

Regulated by Bank Negara Malaysia (BNM) and the Securities Commission Malaysia (SC), my practice moves beyond transactional product sales. I design holistic, multi-dimensional financial strategies that integrate conventional and Shariah-compliant frameworks across three key pillars:

Grow Wealth: Precision capital allocation, high-yield portfolio construction, and money market strategies tailored to your risk profile and liquidity needs.
Protect Wealth: Robust corporate and personal risk management frameworks using bespoke insurance and Takaful structures.
Transfer Wealth: Complete legacy and business succession planning, incorporating Shariah-compliant instruments (Hibah, Wasiat, Trust) to ensure your wealth transfers seamlessly to the next generation.

Key Practice Highlights:

Assets Under Advisory (AUA): RM300M+ managed with institutional-grade rigor.
Dual-Framework Expertise: Seamlessly integrating conventional wealth planning with Shariah-compliant estate and risk strategies.
Fiduciary Commitment: Independent, client-first strategic counsel designed around your long-term vision.
Your wealth deserves more than a single transaction; it requires an enduring strategy.

📌 Connect with Me: Open to strategic collaborations with professional advisers, corporate leaders, and select high-net-worth clients seeking institutional-grade advisory.

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

Contact Me

Name

Contact

What type of services are you looking for? (Please select all that applies)

Message

Location

ACKNOWLEDGEMENT

By submitting this form, I confirm that

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.

Scan for Contact Details

Join our newsletter

Subscribe to our newsletter to receive updates on our latest content!

By providing the info below, I confirm that I am the user and/or subscriber of the telephone number(s) and email address provided by me and I consent to receive from FA Advisory Sdn. Bhd. and/or its financial adviser representatives, any marketing, advertising and promotional information organise by FA Advisory Sdn. Bhd. via voice calls, SMS/MMS (text messages) or faxes to my telephone number(s) provided below. I understand I may withdraw any consent I have given at any time by writing in to FA Advisory Sdn. Bhd..