A GOAL WITHOUT A PLAN JUST A WISH
About Us

Jacqueline Tan

FAR, CMSRL
Location

Perak, Selangor.

Spoken Language

Chinese, English

License

Licensed Financial Planner (LFP)

Capital Market Services Representative License (CMSRL)

About Jacqueline Tan

Jacqueline was born and raised in the small town of Teluk Intan, Perak. Jacqueline studied for her degree, Bachelor of Finance in Universiti Tunku Abdul Rahman (UTAR). Immediately upon graduating, she joined a financial advisory company in Kuala Lumpur, working in the general insurance field. To further specialize in the financial industry, Jacqueline became a member of the Malaysia Financial Planning Council (MFPC) in 2017 and got her CMSRL license in 2019.

As a young financial specialist with passion and enthusiasm in insurance and investment, she looks into everyone’s needs and always delivers good promises and advice to her clients. After several years of experience in the industry, she has about 500 individual and corporate clients.

Don’t hesitate to contact her for professional advice.

Specialises In

0
Number of Clients Advised
0
Years of Experience

Achievements

Your Financial Bridge for Life