Yovi Tan

Yovi Tan

Senior Associate

Email: [email protected]

Phone: +603 406 57291

About

I graduated with a degree in international business. I have more than seven years of experience in the business and preferred banking industry in Malaysia. I have been an IFA since 2017.

My aim is to helping all my clients with tailor made financial solutions to help them achieve their financial goals in their daily lives. My specialties include: wealth advisory, estate planning, retirement planning, portfolio management, international mortgaging, child education planning and business development .

As financial adviser, I always plan ahead for clients’ short and long term financial goals. I absolutely monitor closely for financial market trends in order to give best financial solution for clients and update of assets allocation when necessary.

Qualifications

  • Registered Shariah Financial Planner
  • CMSL license
  • Licensed consultant from Federation of Investment Managers Malaysia in Unit Trust and Private Retirement Schemes in Malaysia.
  • Investor Protection Professional Certification License
  • General , Life and Takaful Insurance License
  • CFP module 1 & 2.
  • Member of CII & MII

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