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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
03-8210 9445
12-2, Jalan Puteri 3A/3, Enigma Square, Bandar Puteri Bangi, 43000 Kajang, Selangor.
ISK Planner Sdn Bhd
Members
03-7491 8583
60C, Jalan SS21/35, Damansara Utama, 47400 Petaling Jaya, Selangor
Bill Morrisons Wealth Management Sdn Bhd
Members
019-8181 394
No. 18-2, Jalan Setia Utama AS U13/AS, Setia Alam, Seksyen U13, 40170 Shah Alam, Selangor
8VI FIN Malaysia Sdn Bhd
Members
016-323 7246
No. 33B, Jalan Batai Laut 5, Taman Intan, 41300 Klang, Selangor.
Easi Wealth Management Sdn Bhd
Members
03-6205 6000
N-2-2, Plaza Damas, 60, Jalan Sri Hartamas, Sri Hartamas, 50480, Kuala Lumpur, Malaysia.
UOB Kay Hian Wealth Advisors Sdn Bhd
Members
03-2172 3000
Level 14, Kenanga Tower, 237, Jalan Tun Razak, 50400 Kuala Lumpur
Kenanga Investors Berhad
Members
018-398 4072
OT-11-06, 2RIO Office Tower,  Persiaran RIO, Bandar Puteri Puchong, 47100 Puchong, Selangor.
Coreplus Advisory Sdn Bhd
Members
03-5879 8462
Setiawalk, H-10-3A, Persiaran Wawasan, Pusat Bandar Puchong, 47160 Puchong, Selangor
Finwealth Management Sdn Bhd
Members
04-502 0636
011-5585 1178
50, 1st Floor, Jln Limau Manis 3, Taman Limau Manis, 14000 Bukit Mertajam, Pulau Pinang.
B Wealth Solution Sdn Bhd
Members
03-97750570
T2A-13A-11, 3 Towers, 349, Jalan Ampang, 55000 Kuala Lumpur
ASWA 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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