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Carol Fu
Licensed Financial Planner at Fa Advisory Sdn Bhd
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Work Experience
Licensed Financial Planner
Jun 2021 - Present · 3 years and 6 months
Estate Planner
May 2020 - Present · 4 years and 7 months
Certified Financial Planner
Jul 2011 - May 2021 · 9 years and 10 months
Company Details
51-200 Employees
FA Advisory Sdn Bhd is licensed under the Financial Services Act 2013 by Bank Negara Malaysia to conduct the business of a financial adviser. In addition, FA Advisory Sdn Bhd is also licensed under the Capital Markets and Services Act 2007 to perform financial planning services. FA Advisory Sdn Bhd empowers 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 since October 2013. The Group 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 more effective financial planning and more efficient processing for product implementation. FA Advisory Sdn Bhd Reg. No. 200901022427 (865525-W)
Year Founded
2009
Social Media
LinkedinFacebook
Industry
Financial Services
HQ Location
Suite 29-6, Level 29, Menara 1 Mont' Kiara, 1 Jalan Kiara, Mont' Kiara, Kuala Lumpur, W.P. Kuala Lumpur 50480, MY
Keywords
Financial PlanningWealth ManagementRetirement PlanningEstate PlanningInvestment PlanningPersonal Life Insurance PlanningChildren Education FundingIslamic Financial PlanningGeneral Insurance Servicesand Employee Benefits Scheme
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