Congratulations to our licensed financial planners, Steven Kiang and Felicia Lim who are selected as finalists for the Malaysian Financial Planner of the Year Award (MFPYA) 2019!
The MFPYA is part of The PlanPlus Global Financial Planning Awards competition to showcase financial planning at its best, and to bring global recognition to financial planners who create extraordinary value for their client.
The awards program is designed to recognise excellence based on global adjudication standards, and to raise the profile of financial planning by showing the importance of licensed financial planners in helping their clients solve complex financial challenges.
The winner of national competition will advance to compete to global competition in the PlanPlus Global Financial Planning Award for Asia Region which includes Asia, Middle East and Africa.
At Wealth Vantage Advisory, we aim to be the firm of choice by solving our clients' financial issues, particularly in the area of debt management, investments, and retirement planning. Our number one value is “Clients' Needs First”, and we would like to inculcate awareness that everyone needs the services of financial planners.
Currently, we have 25 qualified financial advisors and licensed financial planners, assisted by 12 support staffs in client services, planning, operations, and administration.
Wealth Vantage Advisory is a financial firm licensed by Securities Commission (CMSL), Bank Negara Malaysia (FA), and Federation of Investment Managers Malaysia (CUTA & CPRA). Their vision is 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. Visit wealthvantage.com.my to find out more.
Interested in a career as a financial planner? Contact us at firstname.lastname@example.org