2024 Milestone & Achievements

Celebrating a year of growth and dedication. Watch FinAdvisors’ key milestones and achievements from 2024. Thank you to our clients, partners, and team members who made this year a success. Here’s to reaching new heights together in the year ahead.

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]

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ACKNOWLEDGEMENT

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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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