Plan Your Family's Financial Future with a Licensed Financial Planner in Malaysia
Hi! My name is Carol, and I’m a licensed financial planner based in Malaysia. With a background in law, I’m passionate about helping families like yours plan for a financially secure future.
After working in the legal industry for five years, I witnessed first-hand the consequences of inadequate planning for passing on assets after death. It made me realize the importance of protecting our loved ones through proper financial planning. That’s why I decided to leave the legal industry and pursue a career in financial planning.
As both a licensed financial planner and a mother, I’m dedicated to helping other parents plan for their family’s financial future. I believe that every family deserves to have a solid financial plan in place so they can take care of their children now and in the years to come.
If you’re looking for a trustworthy and experienced financial planner in Malaysia, I’m here to help. Let’s work together to build a financial plan that’s tailored to your unique needs and goals.
Licensed by
- Bank Negara Malaysia as a Financial Adviser’s Representative (FAR)
- Securities Commission (SC) as Capital Markets and Services Representative's License (CMSRL) holder for Financial Planning
Qualification
- Law Degree, LLB (Hons) University of London
- Certified Financial Planner®
- Associate Estate Planning Practitioner (AEPP)
Licensed under the Financial Services Act 2013 by Bank Negara Malaysia as well as the Capital Markets & Services Act 2007
Company's Background
I work with FA Advisory Sdn Bhd, a licensed financial advisory firm headquartered in Kuala Lumpur.
At FA Advisory, we provide a wide range of financial planning services to meet the unique needs of individuals, corporations, and high net worth individuals. Our services include personal financial advisory, corporate financial advisory, and private wealth advisory.
We have partnerships with 12 leading life insurance companies, 15 top-notch general insurance providers, 3 investment platforms, and 30 reputable investment houses. In addition, we work with 2 estate planning (trustee) companies to provide you with a diverse selection of financial products.
As a financial planner, I have the freedom to choose the best solutions for your financial goals without any conflicts of interest. I am dedicated to providing independent and objective advice to help you achieve your financial dreams.
To learn more about FA Advisory and our services, please visit our website at faadvisory.my. Let’s work together to create a personalized financial plan that works for you.
Let's work together to secure your financial future.
Tell me about your financial goals and needs by dropping me a message. I’ll schedule a Complimentary 30-minute Consultation to discuss your unique financial situation and explore ways to achieve your goals.
