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/

MFPC (Malaysian Financial Planning Council)

Malaysian Financial Planning Council (MFPC) was established to promote the development of financial planning as a profession and to provide a strong self-regulatory framework that supports the growth of the financial planning industry in Malaysia. It was formed to promote the RFP as a common benchmark qualification for financial planners within the Financial Planninng industry.

The objectives :-

• To be the national financial planning organization for the purpose of unifying and strengthening accountability, compliance and conformance to laws and regulations by financial planning providers and practitioners and to enhance self-regulation among them.

• To focus on the nationwide development and advancement of financial planning providers and practitioners with an objective for convergence and uniform practice standards.

• 
  To set technical standards for membership, examination and certification requirements, establish a professional code of ethics and compliance and advance the knowledge of the members by way of technical support and education programmes.

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

FPAM (Financial Planning Association of Malaysia)

The Financial Planning Association of Malaysia (FPAM) is a non-profit organisation In Malaysia to educate the public on the benefits of financial planning. It was formed in December 13, 1999 to promote the CFP certification in the financial planning profession in Malaysia.

The objectives :-

- to establish a professional self-regulatory organisation to benefit the public by fostering professional standards in financial planning

- to introduce the concepts of financial planning to practitioners and other related professionals in the financial services industry

- to develop practice standards for the profession in Malaysia

- to establish open dialogues with financial services entities and encourage them to adopt ethics, education and practice standards for their representatives

- to develop strategic partnerships with consumer groups to promote the importance of financial planning

- to promote and assist academia in establishing a knowledge base for financial planning in Malaysia

- to strengthen cooperation with the international Financial Planning Standards Board and other national affiliates to develop cooperative policies that promote the CFP certification as the globally recognized standard of excellence for financial planners

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