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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
03-7932 0193
C-19-06, Dataran 3 Two, No. 2, Jalan 19/1, 46300 Petaling Jaya, Selangor, Malaysia
Harvestkorp IFA Solutions Sdn Bhd
Members
03-7957 7102
03-7956 7102
512, Block F, 9, Jalan 16/11, Phileo Damansara 1, 46350 PJ, Selangor
Genexus Advisory Sdn Bhd
Members
010-801 8588
12-1, Jalan 1/27B, Taman Desa Setapak, 53300 Kuala Lumpur
Louise Holden Capital Management
Members
04-2170725
011-1646 1919
Wisma Kinta, 11-07-05, Lorong Kinta, 10400, Georgetown, Pulau Pinang.
Advance Fin Advisory Sdn Bhd
Members
019-638 9095
B-SG-15, Block B, Sunway GEO Avenue, Jalan Lagoon Selatan, Bandar Sunway, 47500 Subang Jaya, Selangor
Adwise Capital Sdn Bhd
Members
03-5886 0756
10-9, Subplace Boulevard, Pusat Komersil Vestland, No. 6, Jalan Juruanalisis U1/35, Seksyen U1, 40150 Shah Alam, Selangor.
Harveston Financial Advisory Sdn Bhd
Members
(Penang) 04-398 8226 | 04-398 8116
(Ipoh) 05-249 2211 | 05-249 2212
7A, Jalan Todak 5, Pusat Bandar Seberang Jaya, 13700 Seberang Jaya, Pulau Pinang.
C-2-5, Greentown Square, Jalan Dato’ Seri Ahmad Said, 30450 Ipoh, Perak.
Legacy Advisory Sdn Bhd
Members
03-7984 8988
4-2, Jalan 2/114, Kuchai Business Centre, 58200 Kuala Lumpur, Wilayah Persekutuan Kuala Lumpur
CC Advisory Sdn Bhd
Members
016-698 1188
Common Ground, G.016, Jaya One, The Square, 72A, Jalan Profesor Diraja Ungku Aziz, Seksyen 13, Petaling Jaya
Uno Advisers Sdn Bhd
Members
03-2149 0660
Level 28, Menara Standard Chartered, No. 30 Jalan Sultan Ismail, 50250 Kuala Lumpur.
iFAST Capital 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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