2023 Milestone & Achievements

Looking back at FinAdvisors’ key milestones and achievements of 2023. A year of growth, client successes, and new heights. Thank you to our team and clients for being part of the journey. Watch to see our highlights from 2023

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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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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