About Us

Wealth Management Malaysia

Established on 22 July 2009 under the name of Uniplan Advisory Sdn Bhd, the financial advisory firm changed its name to FA Advisory Sdn Bhd in October 2013.

FA Advisory Sdn Bhd is licensed under the Financial Services Act 2013 by Bank Negara Malaysia to conduct the business of a financial adviser.

In addition, FA Advisory Sdn Bhd is also licensed under the Capital Markets and Services Act 2007 to perform financial planning services.

FA Advisory Sdn Bhd empowers 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 since October 2013. The Group 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 more effective financial planning and more efficient processing for product implementation.

Our Vision

“To be the guiding star in the eyes of our clients, and the inspiration for the Financial Advisory industry in the region”

We help our Clients navigate their financial future while we steer our own to ever greater heights.

By advocating winning attitudes, best practices and cohesive rapport, we aim to be the flagship of the Financial Advisory Industry and the toast of our Clients.

We aspire to be the industry benchmark lauded for setting standards and raising them. And we still stay ahead with our constant improvements, innovations and refinements.

Our Mission

“With a dedicated & competent team, we relentlessly champion purposeful financial advice for our clients and elevate life quality for all.”

Every Client presents to us a unique set of goals to fulfill and constraints to consider.

We serve our Clients with Integrity, Competency & Professionalism, knowing that we have their best interests at heart.

With pride and dignity, we apply our skills, ingenuity and agility in every action we take and every recommendation we make.

No job is too big for us, and we consistently infuse quality and meaning to every life we touch.

2009

November 27, 2009

  • Establish as Uniplan Advisory Sdn Bhd, a boutique financial planning and financial advisory firm
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2013

November 27, 2019

  • 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
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2014

November 27, 2019

  • 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
  • Extended business to Johor Bahru and Penang
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2015

November 27, 2019

  •  Hosted our inaugural Wealth Forum
  •  Extended business to Ipoh
  •  57 Consultants
  •  Crossed RM100mil AUA
  •  Awarded Employee Benefits – Peacock Award 2014 from Allianz Life
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2016

November 27, 2019

  • Extended business to Miri
  • Conducted Healthy Wealthy Happy Life seminar in Penang
  • Awarded 2nd Runner Up, Highest Group Insurance 2015 from Allianz Life
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2017

November 27, 2019

  • 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
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2018

November 27, 2019

  • 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
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2019

November 27, 2019

  • Celebrated 5th Year Anniversary of FA Advisory
  •  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)
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Our Achievments

11

years of experience

8

thousand satisfied clients

68

Financial Adviser Representatives

450

Million Ringgit Asset Under Advice