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Regulated Activity:  Registration No.:   
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Your search for companies with the regulated activity financial planning returned 66 match(es).

Page 1 of 3 page(s)          Page: 1 · 2 · 3
Licensed Holder Regulated Activity Licence Number Licensed Since Status No of Reps Remarks
A.D. Financial Sdn. Bhd. • Dealing in Securities
  - Dealing in securities restricted to unit trust
• Dealing in Private Retirement Scheme
• Financial Planning
CMSL/A0186/2007 28 Sep 2007
Valid
20
Areca Capital Sdn Bhd • Dealing in Securities
  - Dealing in securities restricted to unit trust
• Fund Management
  - Fund management in relation to portfolio management
• Financial Planning
eCMSL/A0175/2007 28 Sep 2007
Valid
16
Arrow Solutions (M) Sdn. Bhd. • Financial Planning
CMSL/A0188/2007 28 Sep 2007
Ceased
0
Ascendur Bistari Sdn Bhd • Financial Planning
CMSL/A0196/2007 28 Sep 2007
Valid
4
ASIA BUSINESS WEALTH MANAGEMENT SDN BHD • Financial Planning
eCMSL/A0130/2007 28 Sep 2007
Valid
3
Axcelink Wealth Advisory Sdn. Bhd. • Financial Planning
CMSL/A0271/2009 23 Dec 2009
Ceased
0
Bill Morrisons Wealth Management Sdn. Bhd. • Dealing in Securities
  - Dealing in securities restricted to unit trust
• Dealing in Private Retirement Scheme
• Financial Planning
eCMSL/A0339/2017 22 Jun 2017
Valid
25
Blueprint Planning Sdn. Bhd. • Dealing in Securities
  - Dealing in securities restricted to unit trust
• Dealing in Private Retirement Scheme
• Financial Planning
eCMSL/A0254/2009 25 Feb 2009
Valid
14
C&A Financial Planning Sdn. Bhd. • Financial Planning
CMSL/A0198/2007 28 Sep 2007
Expired
0
CC Advisory Sdn. Bhd. • Dealing in Securities
  - Dealing in securities restricted to unit trust
• Dealing in Private Retirement Scheme
• Financial Planning
eCMSL/A0342/2017 12 Jul 2017
Valid
17
CIMB Wealth Advisors Berhad • Dealing in Securities
  - Dealing in securities restricted to unit trust
• Dealing in Private Retirement Scheme
• Financial Planning
CMSL/A0171/2007 28 Sep 2007
Ceased
0
Coreplus Advisory Sdn. Bhd. • Financial Planning
CMSL/A0327/2014 20 May 2014
Valid
15
CTLA Financial Planners Sdn. Bhd. • Dealing in Securities
  - Dealing in securities restricted to unit trust
• Financial Planning
CMSL/A0166/2007 28 Sep 2007
Ceased
0
DF Wealth Management Sdn Bhd • Financial Planning
CMSL/A0160/2007 28 Sep 2007
Ceased
0
ECS Solution Sdn. Bhd. • Financial Planning
eCMSL/A0286/2010 01 Nov 2010
Valid
2
Efficient Frontier Capital Advisors Sdn. Bhd. • Financial Planning
eCMSL/A0178/2007 28 Sep 2007
Valid
2
Etalage Sdn. Bhd. • Dealing in Securities
  - Dealing in securities restricted to unit trust
• Dealing in Private Retirement Scheme
• Financial Planning
eCMSL/A0334/2016 12 Jan 2016
Valid
4
Excellentte Consultancy Sdn. Bhd. • Dealing in Securities
  - Dealing in securities restricted to unit trust
• Dealing in Private Retirement Scheme
• Financial Planning
eCMSL/A0320/2013 08 Nov 2013
Valid
16
FA ADVISORY SDN BHD • Dealing in Securities
  - Dealing in securities restricted to unit trust
• Dealing in Private Retirement Scheme
• Financial Planning
CMSL/A0276/2010 23 Mar 2010
Valid
62
FIN FREEDOM SDN BHD • Dealing in Securities
  - Dealing in securities restricted to unit trust
• Dealing in Private Retirement Scheme
• Financial Planning
eCMSL/A0189/2007 28 Sep 2007
Valid
8
Finwealth Management Sdn. Bhd. • Dealing in Securities
  - Dealing in securities restricted to unit trust
• Dealing in Private Retirement Scheme
• Financial Planning
eCMSL/A0351/2018 25 May 2018
Valid
8
First Independent Planners Sdn. Bhd. • Financial Planning
CMSL/A0225/2008 11 Apr 2008
Expired
0
First Sovereign Advisory Sdn. Bhd. • Financial Planning
CMSL/A0284/2010 01 Sep 2010
Ceased
0
Flora Wong & Associates Sdn. Bhd. • Financial Planning
CMSL/A0218/2007 05 Dec 2007
Ceased
0
FP Wealth Management Sdn. Bhd. • Financial Planning
CMSL/A0283/2010 01 Sep 2010
Ceased
0
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