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About wealth VANTAGE

Join the WealthVantage Team!

Experience the difference of financial planning with purpose. Join our team of forward-thinkers, where financial success and sustainability go hand in hand. Discover the power of holistic financial planning that enriches lives, supports dreams, and contributes to a brighter, more sustainable future for Malaysians.

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Our Story

Wealth Vantage Advisory Sdn. Bhd. was formed to be the firm of choice by clients and financial advisors, leading the change in the industry by focusing on the right way of doing things.

We assist client to achieve their financial goals by providing holistic end-to-end financial services. Our full fledged operation support services is enhanced by the use of technology and process driven implementation.​

Our mission is to develop and nurture the right value system for our advisors and employees, and demonstrate that value system with our clients.

 

We are a financial firm licensed by Securities Commission (eCMSL/A0349/2018), Bank Negara Malaysia (Financial Adviser), and FIMM (CUTA & CPRA).

WHY YOU SHOULD JOIN WEALTH VANTAGE'S WORLD CLASS TEAM

Why You Should Join Our First 
Class High-Performance Team

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WEEKLY VANTAGE POINT PROGRAM

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INTERNAL TRAINING (Soft & Hard/Technical Skills)

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Access to Knowledge Base & e-Learning

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In-house Coaching (mindset, behavioural etc)

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In-house Trainings by Product Providers 

  • Product Knowledge

  • Market Updates 

What Certificates are Required to Become a Financial Planner?

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Certified Financial Planner (CFP cert TM)

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Islamic Financial Planner (IFP cert TM)

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Registered Financial Planner (RFP cert TM)

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Shariah Registered Financial Planner

(SRFP cert TM)

To become a qualified Financial Planner, you must first obtain one of the designated certifications. After certification, you are required to secure licenses from both the Securities Commission Malaysia and Bank Negara Malaysia. These licenses are essential for providing consultation and financial advice to clients.

Where Can You Obtain and Register for These Certifications?

Certified Financial Planner (CFP)

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Islamic Financial Planner (IFP)

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Registered Financial Planner
(RFP)

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Shariah Registered Financial Planner
(SRFP)

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Upcoming Events 

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Get To Know Our Financial Planners

Get an insider's view into the diverse backgrounds, unique expertise, and personal philosophies that define our team. Discover how they empower our clients to achieve financial security and success. Whether you’re considering a career with us or seeking expert financial guidance, their sharing will provide valuable insights into the dedication and professionalism that set our planners apart.

what do our advisors say

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" Wealth Vantage have a strong support system for advisors from training materials to the system and tools that helped me in my service to clients".

Idham Idris, Licensed Financial Planner

WealthVantage Vision & Mission 

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Our Vision

Wealth Vantage Advisory aims to be the firm of choice for financial advisors and their clients. We want to lead the change in transforming the financial services industry and bring it to a higher standard by focusing on the right way of doing things. 

Work Colleagues

Our Mission

A sustainable, growing and profitable value based financial advisory firm is able to assist clients to achieve their financial goals by providing holistic, end to end financial services using process driven implementation and execution and enhanced service delivery through the usage of technology

Social Media 

  • Facebook
  • Instagram
  • LinkedIn
  • X
  • Youtube
  • TikTok

@wealthvantagemy

We Are Regulated By

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Our Industry Partners

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Our Corporate Members

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