"I have been a member of StandardFA since 2007. Completed my CFP and IFP modules and obtained my licenses from BNM and SC in 2009. It's been a different playing field since becoming a professional. I have no quotas with any product providers and I get to choose the best and value for money plans for my clients. I have powerful investment plaforms, some using open architecture that I work with for investments to help build, complement and enhance my clients' wealth. Through my license, I am able to move my clients' money offshore systematically and legally and help cushion their hard earned money from Ringgit depreciations. The best part is that my clients need not worry about paying tax when they need to bring their offshore money back to Malaysia.
I have acquired an extended family being in StandardFA. It's so important to belong somewhere to feel important, loved and cared for. I have found that in StandardFA. I am able to cross refer, to propose the right investment portfolios and comply to all of Bank Negara Malaysia and Securities Commission requirements because of the teamwork with StandardFA. I would say that StandardFA is teamwork and teamwork is StandardFA. I work with peace of mind knowing that I have people from StandardFA who will alert me if there has been any changes or new regulations set in place. Besides, StandardFA always looks into my compliance needs in my continuous learning efforts to keep abreast with what's new and latest in my industry. Therefore, I am always updated with the latest info for my clients' needs. This is super important because being in the most regulated industry (I think) in Malaysia, I need to be informed and equipped at any one time."
- Bernadette Selvi, Senior Associate | Kuala Lumpur