• FA Advisory / About Us​

    We are 100% Trusted Financial Experts

    Wealth Management Malaysia

    We are licensed under the Financial Services Act 2013 by Bank Negara Malaysia 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 more effective and efficient financial planning and 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 or financial goal is too big for us.We consistently infuse quality and meaning to every life we touch.

    We Are Member Of

    Chronology Timeline

    2009

    • Establish 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

    Our Achievements

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    Years of Experience

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    Financial Adviser Representatives

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    Thousand Satisfied Clients

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    Million Ringgit Asset Under Advice

    Reg. No. 200901022427 (865525-W). 

    Licensed by the Securities Commission and Bank Negara Malaysia, We are a Leading Financial Planning and Advisory Firm in Malaysia. 

     

    We provide comprehensive and impartial financial advice that is custom tailored to every clients’ interests and needs.

     

    Supported by robust and thorough Wealth Management Research & Support. 

    Empowering our Clients  with access to top-line financial advice and customized financial plans geared towards financial freedom.