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Your search for representative with the regulated activity financial planning returned 2038 match(es).

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Licensed Holder Regulated Activity Principal Company Licence Number Licensed Since Status Remarks
Ilias bin Yaakop • Financial Planning
Money Sense Advisory Sdn. Bhd. eCMSRL/B6164/2015 19 Nov 2015
Valid
Indra Awang Sulong Bin Mohd Ismail • Financial Planning
VKA Wealth Planners Sdn. Bhd. eCMSRL/B8638/2018 18 Dec 2018
Ceased
Iqbal Hakim Bin Abdul Razak • Financial Planning
Phillip Wealth Planners Sdn. Bhd. eCMSRL/C0014/2020 07 Sep 2020
Valid
Irda Rina Binti Kamalrul Bahrain • Financial Planning
Phillip Wealth Planners Sdn. Bhd. eCMSRL/B8221/2018 07 Jun 2018
Valid
IRENE GAN POH CHOO • Financial Planning
VKA Wealth Planners Sdn. Bhd. CMSRL/B3506/2013 18 Mar 2013
Ceased
IRENE TAN SAI LUI • Financial Planning
Phillip Wealth Planners Sdn. Bhd. CMSRL/B1272/2011 20 Feb 2011
Valid
Ismitz Matthew De Alwis • Fund Management
  - Fund management in relation to portfolio management
• Investment Advice
• Financial Planning
Kenanga Investors Berhad eCMSRL/B2102/2011 30 Nov 2011
Valid
Izaida binti Kamarudin • Financial Planning
Whitman Independent Advisors Sdn. Bhd. eCMSRL/B8632/2018 18 Dec 2018
Ceased
Izzati Qatrunnada Binti Haris Fadzilah • Financial Planning
Phillip Wealth Planners Sdn. Bhd. eCMSRL/C1130/2021 29 Sep 2021
Valid
Jaclyn Tan Pei Tsin • Financial Planning
Excellentte Consultancy Sdn. Bhd. eCMSRL/B8300/2018 23 Jul 2018
Valid
Jaime Lai Suk Hui • Financial Planning
UOB Kay Hian Wealth Advisors Sdn. Bhd. eCMSRL/B9986/2020 21 Aug 2020
Valid
Jalaaluddeen Abdul Salaam Abas Bin Abas • Financial Planning
Phillip Wealth Planners Sdn. Bhd. eCMSRL/B7590/2017 23 Aug 2017
Valid
James Leong Kwong Yew • Financial Planning
CC Advisory Sdn. Bhd. eCMSRL/B8593/2018 28 Nov 2018
Ceased
JAMIL BIN RAMLY • Financial Planning
Efficient Frontier Capital Advisors Sdn. Bhd. CMSRL/B2013/2011 25 Oct 2011
Ceased
Jason Wong Fook Ngian • Financial Planning
Phillip Wealth Planners Sdn. Bhd. CMSRL/A3624/2007 28 Sep 2007
Expired
Jayakumaran a/l Pallanisamy • Financial Planning
Wealth Street Sdn. Bhd. CMSRL/B1267/2011 17 Feb 2011
Ceased
Jayalakshmi A/P Palanisamy • Financial Planning
Blueprint Planning Sdn. Bhd. eCMSRL/B9853/2020 02 Jun 2020
Ceased
Jeannie Tong Jin Nee • Financial Planning
FA ADVISORY SDN BHD eCMSRL/B9859/2020 10 Jun 2020
Valid
Jee Siew Hun • Financial Planning
MAAKL Mutual Bhd. CMSRL/A9172/2008 15 Aug 2008
Expired
Jeffery Tiong Hieng Seng • Financial Planning
VKA Wealth Planners Sdn. Bhd. eCMSRL/C0665/2021 31 May 2021
Valid
Jendy A/P Veerayah • Financial Planning
Impact Independent Financial Advisory Sdn. Bhd. CMSRL/A9065/2008 15 Jul 2008
Revoked
Jenifer Chin Fui Yee • Financial Planning
Phillip Wealth Planners Sdn. Bhd. eCMSRL/B6867/2016 10 Oct 2016
Valid
Jessica Caroline Yee • Financial Planning
Whitman Independent Advisors Sdn. Bhd. eCMSRL/B5757/2015 02 Jun 2015
Ceased
Jessica Caroline Yee • Financial Planning
Finwealth Management Sdn. Bhd. eCMSRL/B9751/2020 20 Mar 2020
Valid
Jim Eng San • Financial Planning
Phillip Wealth Planners Sdn. Bhd. CMSRL/B1865/2011 21 Sep 2011
Ceased
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