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KUALA LUMPUR, July 5th - The new office bearers of the Association of Financial Advisers (AFA) were elected for the year 2021 - 2023 at its 10th Annual General Meeting (AGM) recently.

September 18, 2023
AFA COMMITTEE MEMBER FOR TERM 2021-2023

5th November 2020, Kuala Lumpur - The Association of Financial Advisers held it’s 9th Annual Conference via the ZOOM platform with the theme, “FA, The Financial New Norms”.

September 18, 2023
AFA 9TH ANNUAL VIRTUAL CONFERENCE

30 October 2019, Kuala Lumpur – Association of Financial Advisers (AFA) Malaysia had their 8th Annual Conference today at Sasana Kijang, Bank Negara Malaysia. This year’s theme of the conference is “LEVEL UP”.

September 18, 2023
AFA 8TH ANNUAL CONFERENCE 2019

SELANGOR: The Association of Financial Advisers (AFA) would like to inform all members that they have updated their committee lineup after the 6th Annual General Meeting which was held on Thursday, 20th June 2019.

September 18, 2023
COMMITTEE FOR TERM 2019 - 2021

SELANGOR: The Association of Financial Advisers (AFA) has recently organized their second Inaugural CEO and Management Workshop on 05th May 2019. The event that was held in Bukit Kiara Equestrian Club was definitely a successful one, managed by our Honourable Exco committees.

September 18, 2023
AFA INAUGURAL CEO AND MANAGEMENT WORKSHOP

SELANGOR: The Association of Financial Advisers (AFA) would like to inform you that Bank Negara Malaysia (BNM) has approved FA Industry Balanced Score Card (BSC) guidelines in January 2017 and would like to inform all Association of Financial Advisers’ members that the BSC will be strictly implemented starting on 1 January 2018.

September 18, 2023
BANK NEGARA MALAYSIA ON-SITE EXAMINATION

SELANGOR: The Association of Financial Advisers (AFA) would like to inform all members once again that Bank Negara Malaysia(BNM) has approved their official Service Guide for the Financial Adviser Industry. The latest version of the Service Guide has been uploaded and made available on AFA’s Website.

September 18, 2023
ASSOCIATION OF FINANCIAL ADVISER’S SERVICE GUIDE

SELANGOR: The Association of Financial Advisers (AFA) has been informed by Bank Negara Malaysia (BNM) that the final version of the Balanced Score Card (BSC) has been approved, which will be implemented starting from 1st January 2018. All Financial Advisers/Planners are advised to read up and commence a trial run starting from 1st January 2017 before the actual implementation date.

September 18, 2023
APPROVED BALANCED SCORE CARD (BSC) AND SERVICE GUIDE

SELANGOR: The Association of Financial Advisers (AFA) has been officially informed by Bank Negara Malaysia (BNM) that a number of Financial Adviser Representatives (FAR) have been found still to be tied as an insurance agent, in particular, with general insurance companies. BNM has reminded the Association that FARs are strictly not allow to become, or remain, as an insurance agent. AFA would like to urge all FA firms to ensure that their FARs to resign from their insurance agencies as soon as they are appointed by their firm.

September 18, 2023
FINANCIAL ADVISER REPRESENTATIVES NOT TO BE INSURANCE AGENT
Members
010 - 974 4370
1st Floor, No.147, Lot 3780, Block 218, Liang Kee Commercial Centre, 93200, Sarawak, Malaysia
Still Waters Fiduciaries Sdn Bhd
Members
03-77326189
No.29, Jalan SS21/37, Damansara Utama, 47400 PJ, Selangor
Maxima Advisory Sdn Bhd
Members
011-1684 2590
L-07-01, Level 7, Block L, Solaris Mont Kiara, No.2, Jalan Solaris, Mont Kiara, 50480, Kuala Lumpur
Polisea Sdn Bhd
Members
03-7956 8833
No.3, Jalan Dato Abdul Aziz, Jalan 14/29, Section 14, 46100 Petaling Jaya, Selangor, Malaysia.
A.D. Evoque Financial Sdn Bhd
Members
03-7725 3007
No. A-2-05 Neo Damansara, Jalan PJU 8/1, Damansara Perdana, 47820 Petaling Jaya, Selangor.
Excellentte Consultancy Sdn Bhd
Members
04-644 3466 | 04-644 3467
D’Piazza Mall, No 70-1- 53, Jalan Mahsuri, 11900, Bayan Baru, Pulau Pinang.
Fin Freedom Sdn Bhd
Members
05-517 7059
27A Lorong Taman Ipoh 1 , Taman Ipoh Selatan, 31400 Perak
Mydas FA Sdn Bhd
Members
03-5888 0407
B1-3-03, Perniagaan Temasya 8, Jalan Doktor U1/67, 40150, Shah Alam, Selangor
Blueprint Planning International Sdn Bhd
Members
03-7610 0618
D-02-05, Menara Mitraland, 13A, Jalan PJU 5/1, Kota Damansara, 47800 Petaling Jaya, Selangor
Capspring Temasik Financial Group Sdn Bhd
Members
03-9202 5666
1-2, Jalan 2/76c, Desa Pandan, 55100 Kuala Lumpur, Wilayah Persekutuan Kuala Lumpur
Wealth Vantage Advisory Sdn Bhd
CITYPlus FM interview – Spotting Doubtful Investment by Mr Phang Kar Yew
CITYPlus FM interview – Unlicensed Financial Planing Activity by Mr John Chan
11th AFA Annual Conference 2022
8th AFA Annual Conference 2019
6th AFA Annual Conference 2017
4th AFA Annual Conference 2015
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