Our Company
Wealth Management Malaysia
About FA Advisory
It is our goal to empower Malaysians to live financially secure lives, plan their retirement meaningfully and manage their wealth to realise their individual goals.
FA Advisory Sdn Bhd is a member of the Financial Alliance Group that has successfully established itself as a leading independent financial advisory force in Singapore, offering unbiased and purposeful financial advice to consumers and corporations.
FA Advisory Sdn Bhd works in close partnership with leading insurance companies as well as investment houses and platforms. The innovative use of scalable proprietary automated tools further enables the firm to sieve the best financial products for its clients, resulting in a more effective and efficient financial planning and processing for product implementation.
Our Vision
“To be the guiding star in the eyes of our Clients, and the inspiration for the Financial Advisory industry in the region.”
Our Mission
To empower Malaysians to live financially secure lives, plan their retirement meaningfully and manage their wealth to realise their individual goals.
Our Achievements
Malaysia Financial Planner of the Year Award (MFPYA) 2020
2nd Runner Up
iFAST CUTA Of The Year
National Winner
Allianz Employee Benefits
Peacock Award
AIA Top Super Star
Financial Advisor Division
We Are A Member Of
MFPC
Malaysian Financial Planning Council
OFS
Ombudsman for Financial Services
FPAM
Financial Planning Association of Malaysia
Our Journey & Milestones
Established as Uniplan Advisory Sdn Bhd, a boutique financial planning and financial advisory firm.
Received regulatory approval for the acquisition of Uniplan Advisory Sdn Bhd by Financial Alliance Group based in Singapore; Changed name to FA Advisory Sdn Bhd; Became a member of the Financial Alliance Group.
Moved into new headquarters at Menara 1 Mont Kiara; Acquired Corporate Unit Trust Adviser (CUTA) & Corporate PRS Adviser (CPRA) licence as well as Islamic Financial Advisory Licence; Official Launch of business as FA Advisory on 25/6/2014; Operations extended to Johor Bahru and Penang.
Hosted inaugural Wealth Forum; Extended business to Ipoh; Team of 57 Consultants; Crossed RM100mil AUA; Awarded Employee Benefits – Peacock Award 2014 from Allianz Life; Expanded operations into Miri; Conducted Healthy Wealthy Happy Life seminar in Penang; Awarded 2nd Runner Up, Highest Group Insurance 2015 from Allianz Life.
Team of 57 Consultants; Crossed RM220mil AUA; Awarded Star Club Sapphire 2016 from Tokio Marine Insurans; iFAST Rookie and CUTA awards.
Participated in FPAM Annual Signature Financial Planning Symposium; Participated in MSA Life Insurance Conference; iFAST Rookie, Top CUTA, Most Progressive, and CUTA Of The Year awards.
Celebrated 5th Year Anniversary of FA Advisory; Team of 75 Consultants; Crossed RM450mil AUA; Awarded Top Super Star – Financial Advisor from AIA Corporate Solutions; Champion, Top Producer Award – Group Insurance (EB) from Great Eastern.
iFAST Top Adviser (Bond); continued national expansion.
Awarded 2nd Runner Up, Malaysia Financial Planner of the Year Award (MFPYA) 2020; Achieved >25% growth in revenue in a pandemic year; Expanded business to Sibu and Kota Kinabalu.
Get FREE Consultation
Looking to start planning your finances but have no idea where to start? Reach out to us now and get a free consultation. We will guide you through each step and answer any questions you may have for us.
