About wealth VANTAGE
Join the WealthVantage Team!
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Experience the difference of financial planning with purpose. Join our team of forward-thinkers, where financial success and sustainability go hand in hand. Discover the power of holistic financial planning that enriches lives, supports dreams, and contributes to a brighter, more sustainable future for Malaysians.
Our Story
Wealth Vantage Advisory Sdn. Bhd. was formed to be the firm of choice by clients and financial advisors, leading the change in the industry by focusing on the right way of doing things.
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We assist client to achieve their financial goals by providing holistic end-to-end financial services. Our full fledged operation support services is enhanced by the use of technology and process driven implementation.​
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Our mission is to develop and nurture the right value system for our advisors and employees, and demonstrate that value system with our clients.
We are a financial firm licensed by Securities Commission (eCMSL/A0349/2018), Bank Negara Malaysia (Financial Adviser), and FIMM (CUTA & CPRA).
WHY YOU SHOULD JOIN WEALTH VANTAGE'S WORLD CLASS TEAM
Why You Should Join Our First
Class High-Performance Team
WEEKLY VANTAGE POINT PROGRAM
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INTERNAL TRAINING (Soft & Hard/Technical Skills)
Access to Knowledge Base & e-Learning
In-house Coaching (mindset, behavioural etc)
In-house Trainings by Product Providers
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Product Knowledge
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Market Updates
What Certificates are Required to Become a Financial Planner?
To become a qualified Financial Planner, you must first obtain one of the designated certifications. After certification, you are required to secure licenses from both the Securities Commission Malaysia and Bank Negara Malaysia. These licenses are essential for providing consultation and financial advice to clients.
Where Can You Obtain and Register for These Certifications?
Certified Financial Planner (CFP)
Islamic Financial Planner (IFP)
Registered Financial Planner
(RFP)
Shariah Registered Financial Planner
(SRFP)
Get To Know Our Financial Planners
Get an insider's view into the diverse backgrounds, unique expertise, and personal philosophies that define our team. Discover how they empower our clients to achieve financial security and success. Whether you’re considering a career with us or seeking expert financial guidance, their sharing will provide valuable insights into the dedication and professionalism that set our planners apart.
what do our advisors say
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" Wealth Vantage have a strong support system for advisors from training materials to the system and tools that helped me in my service to clients".
Idham Idris, Licensed Financial Planner
WealthVantage Vision & Mission
Our Vision
​Wealth Vantage Advisory aims to be the firm of choice for financial advisors and their clients. We want to lead the change in transforming the financial services industry and bring it to a higher standard by focusing on the right way of doing things.
Our Mission
A sustainable, growing and profitable value based financial advisory firm is able to assist clients to achieve their financial goals by providing holistic, end to end financial services using process driven implementation and execution and enhanced service delivery through the usage of technology
Social Media
@wealthvantagemy
We Are Regulated By
Our Industry Partners
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Our Corporate Members
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