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Wealth Vantage Advisory

Wealth Vantage Advisory


Wealth Vantage Advisory's financial review

Employees

47


Wealth Vantage Advisory information

Wealth Advantage Advisory Sdn. Bhd (WVA) was founded to become the Financial Advisory Firm of Choice with the Right Approach to Lead Industry Transformation.We are a licensed Financial Advisory / Planning firm, having received the Financial Advisory (FA) license from Bank Negara Malaysia and Capital Market Services License (CMSL) from Securities Commission Malaysia in 2017 and 2018 respectively.We...
Wealth Advantage Advisory Sdn. Bhd (WVA) was founded to become the Financial Advisory Firm of Choice with the Right Approach to Lead Industry Transformation.We are a licensed Financial Advisory / Planning firm, having received the Financial Advisory (FA) license from Bank Negara Malaysia and Capital Market Services License (CMSL) from Securities Commission Malaysia in 2017 and 2018 respectively.We currently have 30 full time Financial Planners and Associates achieving their professional certification required to practice e.g. Certified Financial Planner (CFP), Islamic Financial Planner (IFP), Registered Financial Planner (RFP), & Shariah Registered Financial Planner (Shariah RFP). We focus on providing holistic financial planning and advisory services to our clients focusing on their needs first. We practice a process driven implementation of financial advisory supported by the usage of technology to provide the best service and care for our clients. The firm is headquartered in Kuala Lumpur and has a presence in Northern, Sourthern and East Malaysia (Miri and Kota Kinabalu).

Wealth Vantage Advisory industries

Investments
Takaful
Debt management
Estate planning

Wealth Vantage Advisory's financial review

Employees

47

Technologies

Domain Name Services
Email Providers
CMS
Load Balancers

Notable Alumni

Monique Low
Digital Commerce Management Trainee
Colgate-Palmolive
Azril Rosli
Director of Business Development
Leaderonomics
Muhammad Faris
license Financial Planner
VKA Wealth Planners
Ong Hung
Client Investment Specialist
FSMOne Malaysia

Employees

Licensed Financial Planner
Director & Licensed Financial Planner
Vice President
Relationship Executive
Licensed Financial Planner

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