About wealth VANTAGE
Join the WealthVantage Community!
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Experience the difference of financial planning with purpose. Join our community 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.
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.
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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.​
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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 Team
WEEKLY VANTAGE POINT PROGRAM
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INTERNAL TRAINING (Soft & Hard/Technical Skills)
Access to Knowledge Base & e-Learning
In-house Coaching (mindset, behavioural etc)
In-house Trainings by Product Providers
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Product Knowledge
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Market Updates
What Certificates are Required to Become a Financial Planner?
To qualify as a Financial Planner, you need to possess one of the specified certificates. Once certified, you need to be licensed by suruhanjaya sekuriti malaysia and bank negara malaysia to give consultation and advice to clients
Where to Get and Register the Certificates?
Certified Financial Planner (CFP)
Islamic Financial Planner (IFP)
Registered Financial Planner
(RFP)
Shariah Registered Financial Planner
(SRFP)
Upcoming Events
Get To Know Our Financial Planners
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
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.
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
@wealthvantagemy
We Are Regulated By
Our Industry Partners
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Our Corporate Members
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