Chan Li Yun, CFP

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Selangor, Hulu Langat


Finwealth Management Sdn Bhd

License number


Range of fee

from RM1,500 up to RM8,500

About Chan Li Yun, CFP

I am currently a fully Licensed Financial Planner with FAR, PRS, UTS licenses. I am also a member of FPAM and ACCA which both are globally recognized professional bodies.

As a graduate with an Advanced Diploma in Commerce, majoring in Financial Accounting cum partial Pre-professional Stages of ACCA (The Association of Chartered Certified Accountants), I have more than 15 years of experience in auditing and accounting with managerial role positions. My previous engagements in Baker Tilly Monteiro Heng, IBM Malaysia, Renaissance Hotels Kuala Lumpur, and Maju Nusa Sdn Bhd gave me diverse exposure in different industries and led me to be a versatile Financial Planner.

I believe that everyone deserves an adequate or higher standard of living including sufficient wealth to live a happy and fulfilling life. And this could be achieved by proper wealth management planning to grow wealth more effectively.

Area of Expertise

Comprehensive Plan (covers all aspects of planning your personal finances and life goals),

Succession Planning (planning for business continuation),

Health Care Planning (medical, surgical, dental, critical illness, disability, etc for individual/family),

Financial Security (ensuring a stable stream of income for individual/family),

Credit Protection (debt and contingency planning),

Child Tertiary Education Planning (securing your children's education),

Retirement Planning (pre and post-retirement planning, management of retirement fund),

Estate Planning (timely wealth distribution),

General Accumulation / Emergency Money (management of savings for other use)

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