Jacky Tan

Licensed Financial Planner

License Number: eCMSRL/B6223/2015
Email: jacky@fa.my
Contact Number: 016-8143195

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About Me

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.

My Specialties

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

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.