Federation of Malaysian Unit Trust Managers (FMUTM)

Our Vision

To develop unit trusts as the preferred vehicle for savings and retirement.

Our Mission

	To educate and develop awareness of the investing public and to further enhance the prestige and reputation of member companies, both locally and
	internationally.

Our Objectives

	To improve the regulatory, fiscal and legal environment for unit trusts;
	To formulate sound and ethical business practices to promote the interest of the unit trust industry and provide investor protection;
	To provide information, assistance and other services to its Member; and
	To promote public awareness of the benefits and risks of investing in unit trusts.

Our Mission

	To educate and develop awareness of the investing public and to further enhance the prestige and reputation of member companies, both locally and
	internationally.

Our Objectives

	To improve the regulatory, fiscal and legal environment for unit trusts;
	To formulate sound and ethical business practices to promote the interest of the unit trust industry and provide investor protection;
	To provide information, assistance and other services to its Member; and
	To promote public awareness of the benefits and risks of investing in unit trusts. By Great Wealth Advisory http://greatwealth88.blogspot.com/

Persatuan Insurans Am Malaysia (PIAM)

The Persatuan Insurans Am Malaysia (PIAM) was formed in May 1979 in compliance with Section 3(2) of the Insurance Act, 1963. (This provision has been superceded by Section 22 of the Insurance Act, 1996).

PIAM constitutes the statutory association recognised by the Government of Malaysia for all registered insurers who transact general insurance business in this country.

The key objects and powers of PIAM are:-

• To promote the establishment of sound insurance structure in Malaysia in co-operation and consultation with Bank Negara Malaysia.

• To promote and represent the interests of members in or connected with Malaysia by all means and methods consistent with the laws and Constitution of Malaysia.

• To render to members where possible such advice or assistance as may be deemed necessary and expedient.

• To take note of events, statements and expressions of opinion affecting members, to advice them thereon and represent their interests by expression of views thereon on their behalf as may be deemed necessary and expedient.

• To work as far as possible in co-operation with other similar associations elsewhere in the world.

• To circulate information likely to be of interest to members and to collect, collate and publish statistics and any other relevant information relating to general insurance.

• To work in conjunction with any legal body or any chamber or committee or commission appointed or to be appointed for consideration, framing, amendment or alteration of any law relating to insurance.

• To organise and manage arrangements and matters of common interest, concern or benefit to members or any group of members and to collect and manage funds for the same.

• To make rules, regulations and bye-laws in accordance with these Articles in consultation with Bank Negara Malaysia.

By Great Wealth Advisory http://greatwealth88.blogspot.com/

Life Insurance Association of Malaysia (LIAM)

The Life Insurance Association of Malaysia (LIAM) or Persatuan Insurans Hayat Malaysia is a trade association registered under the Societies Act 1966. It was registered under the name of Life Insurance Association on 26 March 1968. The Association changed to its current name Life Insurance Association of Malaysia in 1977.

Objectives of LIAM

• To promote public understanding and appreciation for life insurance;
• To improve the image of the life insurance industry through self-regulation;
• To give support to the regulatory authorities in developing a strong and healthy industry;
• To enhance the professionalism of staff and agents through continuous training and education;
• To liaise and work with local and foreign life insurance organisations towards achieving common objectives and benefits.

By Great Wealth Advisory http://greatwealth88.blogspot.com/

Malaysian Personal Financial Planning Blogger

I have done some researh on the internet and discoverred some interesting Personal Financial Planning Blogger by Malaysian.

Personal Finance Money Tips - KC Lau
Financial Planning Malaysia - chentong
Meshio.Com - Designing Lifestyles, a Malaysia personal finance blog - Yow Chuan
Malaysia Personal Finance - Michael Tsen
Islamic Financial Planning Centre Malaysia - AHMAD SANUSI HUSAIN
Asia Money Talk, Personal Financial Planning in Asia, Personal ... - Carol Yip
imDavidLee.com - David
Ringgit Channel - Hanson Lee
Rich Snail - Jacques
Jean Chai - Jean Chai
Million Ringgit - Kenneth
Malaysia Unit Trusts -
Penny Sense - Penny
Latest Ideas Achieve Financial Freedom - PS Thoo
Squidoo: Malaysia Personal Finance - Yow Chuan
Insurance News - Teh
smartconsumerbanking.com- YH

By Great Wealth Advisory http://greatwealth88.blogspot.com/

VKA Wealth Planners Sdn. Bhd.

Established since 1994, VKA Wealth Planners is one of the leading financial consulting agency offering a diverse range of financial solutions and services to individuals, businesses and institutions.

Products and Services

Through their extensive networks of consultants and strategic alliances with various institutions, unit trusts, insurance companies, stockbroking, banks, tax and legal advisors, VKA offers individuals and businesses a wide array of financial solutions and services from protection and security to savings and investments.

-Life Insurance
-General Insurance
-Medical Insurance
-Mortgage Insurance
-Unit Trusts
-Investment-Linked Insurance
-Business Insurance
-Employee Benefits and Group Insurance Scheme
-Will & Trust Services
-Tax & Accounting Services

By Great Wealth Advisory http://greatwealth88.blogspot.com/

Standard Financial Planner Sdn. Bhd.

SFP is a full service financial planning group in Malaysia established in 1999. With Professional Investment Services taking an equity position in 2005 one of the aims of this venture was to set the standards within this industry above that as laid down by the Securities Commission and Bank Negara.

Services
Wealth Management
Wealth Protection
Wealth Accumulation
Wealth Preservation

Careers
Positions Available
Becoming a SFP Representative
Becoming a SFP Business Partner

By Great Wealth Advisory http://greatwealth88.blogspot.com/

First Independent Planners Sdn. Bhd.

First lndependent Planners Sdn. Bhd., An organization incorporated 27 June 2007 formed with the objective to increase the choice for the general public in deciding professional Financial Planning Advisors services in the ever growing & complex financial industry in Malaysia.

It is 100% owned by Bumiputra, is a licensed Financial Advisory Firm issued by Bank Negara Malaysia and it is in a fast track process of getting investment Advisor & Financial Planning license under Securities Commission.

Services
First Independents Planners offers the following services:

Personal Financial Planning & Advisory Services
Financial Health Check (Wealth Management)
Insurance & Risk Management (Wealth Protection)
Investment Planning (Wealth Accumulation)
Estate & Trust Planning (Wealth Distribution)

Corporate Planning & Advisory Services
Investment Portfolio Management
Corporate Insurance & Takaful
Group Medical Benefit


Corporate & Personal Financial Training & Awareness Program
Smart Investor Program
Business Succession Program
Pre- retirement Program for executive

By Great Wealth Advisory http://greatwealth88.blogspot.com/

A.D. Capital Sdn. Bhd.

A.D. Capital Sdn. Bhd. is a licensed Financial and Investment Advisers company.

Services
Asset Protection and Preservation
Islamic Estate Planning
Family Office
Financial Planning for Women
Financial Planning
Tax Liabilities Planning
Corporate Risk Management
Business Succession Planning
Individual Estate Planning

Professional Oppoturnities
AdviserChoice
“Licensed Financial Planner (LFP)”
“Associate Financial Planner (AFP)”
“Professional Firm Alliance (PFA)”
“Network ReferralServices (NRS)“

By Great Wealth Advisory http://greatwealth88.blogspot.com/

Great Vision Web site

I noticed that the Great Vision Web site is very informative.

It provides information about Products & Services for Personal Financial Planning and Business Financial Planning. It has mentioned the Pillars of Financial Planning, Life Stages and Financial Events for Personal Financial Planning.

There are some useful tools for financial planning and some interesting articles.


By Great Wealth Advisory http://greatwealth88.blogspot.com/

Company with both FA and FP license

Company with both FA and FP license

A.D. Capital Sdn. Bhd.
First Independent Planners Sdn. Bhd.
Standard Financial Planner Sdn. Bhd.
VKA Wealth Planners Sdn. Bhd.
Great Vision

By Great Wealth Advisory http://greatwealth88.blogspot.com/

List of Services Licence holders for Financial Planning

List of Services Licence holders for Financial Planning (Corporate) as at 30 November 2008

No Company
1. A.D. Capital Sdn. Bhd.
2. AmInvestment Bank Berhad
3. Arrow Solutions (M) Sdn. Bhd.
4. AsiaPacific Advisory Services Sdn. Bhd.
5. C&A Financial Planning Sdn. Bhd.
6. CIMB Wealth Advisors Berhad
7. CTLA Financial Planners Sdn. Bhd.
8. DF Wealth Management Sdn Bhd
9. Efficient Frontier Capital Advisors Sdn. Bhd.
10. Flora Wong & Associates Sdn. Bhd.
11. First Independent Planners Sdn. Bhd.
12. Goldridge Consortium Sdn. Bhd.
13. GREAT VISION WEALTH MANAGEMENT SDN BHD
14. Impact Independent Financial Advisory Sdn. Bhd.
15. Independent Planners Sdn. Bhd.
16. ISI Business Network Sdn. Bhd.
17. Lion Wealth Advisers Sdn. Bhd.
18. MAAKL Mutual Bhd.
19. Money Concepts Melaka Sdn. Bhd.
20. MyiCFO Advisors Sdn. Bhd.
21. MyFP Services Sdn. Bhd.
22. Optiplan Sdn Bhd
23. Oscar Wealth Advisory Sdn. Bhd.
24. OSK Trustees Berhad
25. OSK Wealth Planners Sdn. Bhd.
26. Phillip Wealth Planners Sdn. Bhd.
27. Premier Financial Services Sdn. Bhd.
28. Public Mutual Berhad
29. Standard Financial Planner Sdn. Bhd.
30. The Rich Advisors Sdn. Bhd.
31. Total Financial Planning Advisory Sdn. Bhd.
32. VKA Wealth Planners Sdn. Bhd.
33. Whitman Independent Advisors Sdn. Bhd.

By Great Wealth Advisory http://greatwealth88.blogspot.com/

List of Licensed Financial Advisers

List of Licensed Financial Advisers

A.D. Capital Sdn. Bhd.
Unit 716, 7th Floor, Block E
Phileo Damansara 1
Jalan 16/11
46350 Petaling Jaya
Selangor.


First Independent Planners Sdn. Bhd.
Tingkat 15, Menara Safuan
No. 8, Jalan Ampang
50450 Kuala Lumpur.


Premier Financial Advisers Sdn. Bhd.
Tingkat 2, Bangunan WSF,
42B, Jalan Sultan Ismail,
50250 Kuala Lumpur.


Great Vision Financial Advisory Sdn. Bhd.
Suite 13.02, Level 13,
Menara ING, Intan Millennium Square,
No. 68, Jalan Batai Laut 4,
Taman Intan,
41300 Kelang,
Selangor Darul Ehsan.


VKA Wealth Planners Sdn. Bhd.
Blok B, 9-2-4,
Megan Corporate Park,
Jalan 1/125E,
Taman Desa Petaling,
57100 Kuala Lumpur


Standard Financial Planner Sdn. Bhd.
Level 18, The Gardens North Tower
Mid Valley City
Lingkaran Syed Putra
59200 Kuala Lumpur


Independent Risk Management Advisors Sdn. Bhd.
Lake Plaza, 2-3-3
Halaman Bukit Jambul
11900 Bayan Lepas
Pulau Pinang


i-Plan Capital Sdn. Bhd.
Room A, Ground Floor
Lot 7, Block F
Saguking Commercial Building
Jalan Patau-Patau
87000 Wilayah Persekutuan Labuan


By Great Wealth Advisory http://greatwealth88.blogspot.com/