Meet The Team

Amy Tan has 25 years of vast experience in Personal and Family Wealth planning as well as Business Financial Planning. She graduated with honours degree in accounting from University of Malaya and she is a Chartered Accountant. She is licensed as Financial Adviser Representative by Bank Negara Malaysia and Licensed Financial Planner by Securities Commission. She is also a Registered Financial Planner by Malaysian Financial Planning Council (MFPC), Certified Financial Planner by Financial Planning Association of Malaysia (FPAM) and Professional Estate Planner by Rockwills Corporation Sdn Bhd. She has spoken at various platforms on the subject of estate planning and has conducted financial planning seminars for the public.

Her experience and expertise in estate planning and financial planning industry further coupled with taxation, accounting, and finance background enabled her to impart her knowledge to advise high net worth individuals and business owners

Amy believes that whatever financial goals you may have for your business, yourself, and your family, having an independent and unbiased professional guidance of a licensed financial planner is invaluable in helping you achieve those goals.

Amy is committed to building a team of financial planners with similar goals in aiding professionals, business owners, and High Net Worth Individuals. It is her mission that individuals and businesses who come to her will have convenient access to the most optimized, up-to-date, and reliable financial products and services.