Elizabeth Tan, CFP

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Wilayah Persekutuan Kuala Lumpur, Lembah Pantai


FA Advisory Sdn Bhd

License number


Range of fee

from RM500 up to RM10,000

About Elizabeth Tan, CFP

I am an independent Certified Financial Planner. Since 2002 I have helped clients such as professional individuals, family, and business persons understand and review their financial goals. In particular, I am detailed in analyzing and interpreting investment portfolios and financial planning reports. I pride myself on being able to present my findings in easily relatable terms relevant to my clients.

I have access to financial products and services in areas of investment portfolios, life and general insurance, tertiary education planning, retirement planning, creation of legacy and estate planning. This allows me to customize modular or comprehensive plans depending on the needs of my clients.

Providing independent and unbiased advice, I am committed to helping clients achieve sustainable wealth and peace of mind as a quality of life.

Area of Expertise

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

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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