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Wealth Vantage Advisory

Financial Services

Specialities :
Financial planning
Retirement planning
Financial education
Investments
Insurance

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
51 - 200
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
Jobs

Frequently Asked Questions About Wealth Vantage Advisory

What does Wealth vantage advisory do?+

Wealth Advantage Advisory Sdn. Bhd (WVA) was founded to become the Financial Advisory Firm of Choice with the Right Approach to Lead Industry Transformation. We are a licensed Financial Advisory / Planning firm, having received the Financial Advisory (FA) license from Bank Negara Malaysia and Capital Market Services License (CMSL) from Securities Commission Malaysia in 2017 and 2018 respectively. We currently have 30 full time Financial Planners and Associates achieving their professional certification required to practice e.g. Certified Financial Planner (CFP), Islamic Financial Planner (IFP), Registered Financial Planner (RFP), & Shariah Registered Financial Planner (Shariah RFP). We focus on providing...

What are Wealth vantage advisory's specialties? +

Financial planning,retirement planning,financial education,investments,insurance,takaful,islamic financial planning,estate planning,financial wellness training,debt management,and refinancing

What is Wealth vantage advisory's industry? +

Wealth vantage advisory operates in the Financial services industry.

What is Wealth vantage advisory's revenue? +

Wealth vantage advisory's revenue is 11m - 100m

What is Wealth vantage advisory's company size? +

Wealth vantage advisory has 51 - 200 employees.

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