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Meet The Team

We Rise by Lifting Others.

Jacky Tan

Practice Group Director
Kuala Lumpur

eCMSRL/B6223/2015

Profile

Jacky Tan, a Licensed Financial Planner with more than 13 years experience in the financial industry. Throughout the years, he has provided high-yielding financial plan to different sectors of clients which included corporates, families, and individuals. With this, he is now an expert in tailor-made personal or corporate financial planning and provides professional advice which results in achieving financial goals.

To date, Jacky is handling more than 100 million Assets under advisory (AUA) investment portfolio. Nevertheless, he has also conducted Business Continuation Planning, 3G Family Planning, and finance education workshops for companies and public.

His career aspirations are “to liberate client’s difficulties by providing an impartial financial solution”. Therefore, he is always equip with the latest economic information and ready to serve you better.

  • Business Continuation Planning
  • Employees Retention and Retirement Program
  • Corporate Risk and Cash Management Planning
  • Financial Wellness Program
  • Estate planning & implementation

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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.

SCAMMER ALERT:

There are unscrupulous parties misusing the Name & Logo of FA Advisory on social media to offer investment scheme promising high returns, with the intention to defraud.

We wish to clarify that, FA Advisory Sdn Bhd is a Licensed Financial Planning & Advisory Firm, and we DO NOT offer any guaranteed investment packages. We also DO NOT collect investment monies from clients directly. We only deal with licensed and legitimate investment products.