Yuvarajan Periyan A/L Yogeswaran, CFP

Profile image

Location

Selangor - Petaling Jaya

Firm

Uno Advisers Sdn Bhd

License number

eCMSRL/C3089/2023

Range of fee

from RM500 up to RM4,500

About Yuvarajan Periyan A/L Yogeswaran, CFP

Early in his career, Yuvarajan realized the importance of personal financial management and sought to reinvent it. As a millennial himself, he seeks to enlighten his generation on financial literacy and competency.

Holding a decorated role as a Licensed Financial Planner under Securities Commission Malaysia, Yuvarajan wastes no time in utilizing his expertise in the industry. Strongly believing that it should be simple and easily understood by the common man, he stands at the forefront of the new generation for financial management.

His efforts include mentoring on personal finance at Futurelab, as well as running the “Brown Guy Talk Finance” podcast on Spotify, which was ranked Top 5 in Malaysia for personal finance by comparehero.com.

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), Retirement Planning (pre and post retirement planning, management of retirement fund), General Accumulation / Emergency Money (management of savings for other use)


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