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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
03-2712 3233
157-1 Jalan Segambut, 51200 Kuala Lumpur
Magnisave Group Sdn Bhd
Members
03-5545 1999
Unit 2-2, 2nd Floor, Subplace Boulevard, Pusat Komersil Vestland, 6, Jalan Juruanalisis U1/35, Seksyen U1, 40150 Shah Alam, Selangor Darul Ehsan
Redvest Wealth & Asset Management Sdn Bhd
Members
04-540 4008
27-1F & 2F, 28-1F Precinct 1 @ Sunway Wellesley, Jalan Muthu Palaniappan, 14000 Bukit Mertajam, Penang.
YES Financial Berhad
Members
03-8071 1661
012-355 9883
E-7-27, IOI Boulevard, Jalan Kenari 5, Bandar Puchong Jaya, 47170 Puchong, Selangor
VKA Wealth Planners Sdn Bhd
Members
03-6206 5488
Unit No. 25-6, Menara 1MK, No. 1, Jalan Kiara, Mont Kiara, 50480 Kuala Lumpur
Alpine Advisory Sdn Bhd
Members
03-6211 4011
Suite 29-6, Level 29, Menara 1 Mont’ Kiara, 1 Jalan Kiara, Mont’ Kiara, 50480 Kuala Lumpur.
FA Advisory Sdn Bhd
Members
03-7496 6060
31-2 Kelana Mall, Jalan SS 6/12, Kelana Jaya, 47301 Petaling Jaya, Selangor.
Firmus Financial Sdn Bhd
Members
03-7880 8359
No. 19-2, Level 1 Block E1, Jalan PJU 1/42, Dataran Prima, 47301 Petaling Jaya, Selangor.
Whitman Independent Advisors Sdn Bhd
Members
03-5115 0028
B-07-02 Garden Shoppe One City, Jalan USJ 25/1A, 47650 Subang Jaya, Selangor.
I-MAX Financial Sdn Bhd
Members
011-1614 1054
No. 18-2, Jalan PJU 5/16, Dataran Sunway, Kota Damansara, 47810 Petaling Jaya,Selangor
One Solution 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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