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FINANCIAL ADVISER REPRSENTATIVES

To be professional, we develop professionals

ASSOCIATE FINANCIAL ADVISER

Qualified with at least 2 modules of CFP or RFP qualification. Our associates are able to facilitate the entire advisory process. Recommendation will be discussed and approved by a Licensed Financial Adviser.

LICENSED FINANCIAL ADVISER

Fully licensed Financial Adviser Representatives by BNM, SC and FIMM. These are experienced individuals who are fully qualified to provide financial advise for private individuals. 

SENIOR FINANCIAL ADVISER

Similar to Licesend Financial Advisers, these individuals are experienced and possess a unique skill in their dedicated field. Minimum 3 years of experience in financial field is required.

PRINCIPAL ADVISER

The highest qualification group of Financial Adviser Representatives, they are versatile in the field. They have the ability to overlook complex cases and cordinate solutions. They are strictly appointed and approved by LASB Board of Directors only

LEGACY ADVISORY SDN BHD

LICENSED FINANCIAL ADVISERS

200501035361 (717506-K)

 Financial Advisers Approved by Bank Negara Malaysia

CMSRL Licensed by Securities Commission

CUTA Licensed by Federation of Investment Managers Malaysia

© 2014 by Legacy Advisory Sdn Bhd. Unauthorized distribution of the contents of this website is strictly prohibited

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