Our Company
Wealth Management Malaysia
About FA Advisory
We are licensed under the Financial Services Act 2013 by Bank Negara Malaysia as well as the Capital Markets & Services Act 2007 to conduct the business of a Financial Advisor and to perform Financial Planning Services.
It is our goal to empower Malaysians to live financially secure lives, plan their retirement meaningfully and manage their wealth to realise their individual goals.
FA Advisory Sdn Bhd is a member of the Financial Alliance Group that has successfully established itself as a leading independent financial advisory force in Singapore, offering unbiased and purposeful financial advice to consumers and corporations.
FA Advisory Sdn Bhd works in close partnership with leading insurance companies as well as investment houses and platforms. The innovative use of scalable proprietary automated tools further enables the firm to sieve the best financial products for its clients, resulting in a more effective and efficient financial planning and processing for product implementation.
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- Watch FA Advisory Corporate Video
Watch FA Advisory Corporate Video
Our Vision
“To be the guiding star in the eyes of our Clients, and the inspiration for the Financial Advisory industry in the region.”
Our Mission
“With a dedicated & competent team, we relentlessly champion purposeful financial advice for our Clients and elevate life quality for all.”
Our Achievements
Years of
Experience
Experience
0
Financial Adviser Representatives
0
Thousand
Satisfied Clients
Satisfied Clients
0
Million Ringgit Asset Under Advice
0
Our Vision
“To be the guiding star in the eyes of our Clients, and the inspiration for the Financial Advisory industry in the region.”
Our Mission
“With a dedicated & competent team, we relentlessly champion purposeful financial advice for our Clients and elevate life quality for all.”
Our Achievements
Years of
Experience
Experience
0
Financial Adviser Representatives
0
Thousand
Satisfied Clients
Satisfied Clients
0
Million Ringgit Asset Under Advice
0
Chronology Timeline
2009
- Established as Uniplan Advisory Sdn Bhd, a boutique financial planning and financial advisory firm
2014
- Moved into new headquarters at Menara 1 Mont Kiara
- Acquired Corporate Unit Trust Adviser (CUTA) & Corporate PRS Adviser (CPRA) license as well as Islamic Financial Advisory License, thus allowing the firm to provide full-fledged financial planning and advisory solutions.
- Official Launch of business as FA Advisory on 25/6/2014
- Operations extended business to Johor Bahru and Penang
2016
- Expanded operations into Miri
- Conducted Healthy Wealthy Happy Life seminar in Penang
- Awarded 2nd Runner Up, Highest Group Insurance 2015 from Allianz Life
2018
- Participated in FPAM Annual Signature Financial Planning Symposium
- Participated in MSA Life Insurance Conference
- Awarded 3rd Place – iFAST Rookie Of The Year 2017
- Awarded 2nd Place – iFAST Top CUTA Rep (Cash Management) 2017
- Awarded iFAST Most Progressive Award – Managed Portfolio Business
- Awarded 3rd Place – iFAST CUTA Of The Year 2017 (AUA)
- iFAST Global Wealth Advisers Symposium 2018 Qualifier
2020
- Awarded 2nd Runner Up, Malaysia Financial Planner of the Year Award (MFPYA) 2020
- Awarded 2nd Place – iFAST Top Adviser (Bond) 2019 Achieved >25% growth in revenue in a pandemic year
- Expanded business to Sibu and Kota Kinabalu
2013
- Received regulatory approval for the acquisition of Uniplan Advisory Sdn Bhd by Financial Alliance Group based in Singapore
- Changed name to FA Advisory Sdn Bhd
- Became a member of the Financial Alliance Group
2015
- Hosted our inaugural Wealth Forum
- Extended business to Ipoh
- Team of 57 Consultants
- Crossed RM100mil AUA
- Awarded Employee Benefits – Peacock Award 2014 from Allianz Life
2017
- Team of 57 Consultants
- Crossed RM220mil AUA
- Awarded Star Club Sapphire 2016 from Tokio Marine Insurans
- Awarded 1st & 3rd Place – iFAST Rookie Of The Year 2016
- Awarded 1st & 3rd Place – iFAST Top CUTA Rep (Cash Management) 2016
- Awarded 5th Place – iFAST Top CUTA Rep (AUA) 2016
- Awarded 3rd Place – iFAST CUTA Of The Year 2016 (AUA)
- iFAST Global Wealth Advisers Symposium 2017 Qualifier
2019
- Celebrated 5th Year Anniversary of FA Advisory
- Team of 75 Consultants
- Crossed RM450 AUA
- Awarded Top Super Star – Financial Advisor from AIA Corporate Solutions
- Awarded Champion, Top Producer Award – Group Insurance (EB) from Great Eastern
- Awarded 3rd Place – iFAST CUTA Of The Year 2018 (AUA)
2009
- Established as Uniplan Advisory Sdn Bhd, a boutique financial planning and financial advisory firm
2013
- Received regulatory approval for the acquisition of Uniplan Advisory Sdn Bhd by Financial Alliance Group based in Singapore
- Changed name to FA Advisory Sdn Bhd
- Became a member of the Financial Alliance Group
2014
- Moved into new headquarters at Menara 1 Mont Kiara
- Acquired Corporate Unit Trust Adviser (CUTA) & Corporate PRS Adviser (CPRA) license as well as Islamic Financial Advisory License, thus allowing the firm to provide full-fledged financial planning and advisory solutions.
- Official Launch of business as FA Advisory on 25/6/2014
- Operations extended business to Johor Bahru and Penang
2015
- Hosted our inaugural Wealth Forum
- Extended business to Ipoh
- Team of 57 Consultants
- Crossed RM100mil AUA
- Awarded Employee Benefits – Peacock Award 2014 from Allianz Life
2016
- Expanded operations into Miri
- Conducted Healthy Wealthy Happy Life seminar in Penang
- Awarded 2nd Runner Up, Highest Group Insurance 2015 from Allianz Life
2017
- Team of 57 Consultants
- Crossed RM220mil AUA
- Awarded Star Club Sapphire 2016 from Tokio Marine Insurans
- Awarded 1st & 3rd Place – iFAST Rookie Of The Year 2016
- Awarded 1st & 3rd Place – iFAST Top CUTA Rep (Cash Management) 2016
- Awarded 5th Place – iFAST Top CUTA Rep (AUA) 2016
- Awarded 3rd Place – iFAST CUTA Of The Year 2016 (AUA)
- iFAST Global Wealth Advisers Symposium 2017 Qualifier
2018
- Participated in FPAM Annual Signature Financial Planning Symposium
- Participated in MSA Life Insurance Conference
- Awarded 3rd Place – iFAST Rookie Of The Year 2017
- Awarded 2nd Place – iFAST Top CUTA Rep (Cash Management) 2017
- Awarded iFAST Most Progressive Award – Managed Portfolio Business
- Awarded 3rd Place – iFAST CUTA Of The Year 2017 (AUA)
- iFAST Global Wealth Advisers Symposium 2018 Qualifier
2019
- Celebrated 5th Year Anniversary of FA Advisory
- Team of 75 Consultants
- Crossed RM450 AUA
- Awarded Top Super Star – Financial Advisor from AIA Corporate Solutions
- Awarded Champion, Top Producer Award – Group Insurance (EB) from Great Eastern
- Awarded 3rd Place – iFAST CUTA Of The Year 2018 (AUA)
2020
- Awarded 2nd Runner Up, Malaysia Financial Planner of the Year Award (MFPYA) 2020
- Awarded 2nd Place – iFAST Top Adviser (Bond) 2019 Achieved >25% growth in revenue in a pandemic year
- Expanded business to Sibu and Kota Kinabalu
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Consultation
Looking to start planning your finances but have no idea where to start? Reach out to us now and get a free consultation. We will guide you through each step and answer any questions you may have for us.
