AeroLeads people directory · profile
Anson Tan, Cfp Email & Phone Number
Director, Business Development
at
BBBwealth
1 work email found
@maybank.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Director, Business Development
Location
Wp. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia
Company size
Who is Anson Tan, Cfp? Overview
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Quick answer
Anson Tan, Cfp is listed as Director, Business Development at BBBwealth, a with 4 employees, based in Wp. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia. AeroLeads shows a work email signal at maybank.com and a matched LinkedIn profile for Anson Tan, Cfp.
Anson Tan, Cfp previously worked as Licensed Financial Advisor at Uob Kay Hian Wealth Advisors (Uwealth) and Investment Consultant at Maybank. Anson Tan, Cfp studied at Cfa Institute.
Company email context
Email format at BBBwealth
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*@maybank.com
68% confidence
AeroLeads found 1 current-domain work email signal for Anson Tan, Cfp. Compare company email patterns before reaching out.
Profile bio
About Anson Tan, Cfp
Sharing investment views on CityPlus FM (Financial Radio FM) on a weekly basis.https://soundcloud.com/anson-tan-705298657
Listed skills include Microsoft Excel, Microsoft Office, Investments, Powerpoint, and 21 others.
Current workplace
Anson Tan, Cfp's current company
Company context helps verify the profile and gives searchers a useful next step.
Bbbwealth
8 roles
Anson Tan, Cfp work experience
A career timeline built from the work history available for this profile.
Licensed Financial Advisor
- Licensed Financial Planner by Securities Commission Malaysia (CMSRL)- Licensed Financial Advisor by Bank Negara Malaysia (FAR)
Director, Business Development
Investment Consultant
- Enabled seamless joint sales efforts, enhancing client engagement and satisfaction. Guided Relationship Manager in Federal Territory with investment directions.- Drove the application of wealth management products by contributing impactful investment and trade ideas. Conducted comprehensive portfolio reviews and customizations tailored to clients' risk profiles and needs.-Provided expert analysis on investment products, including stocks, bonds, unit trusts, and structured products.- Delivered compelling market talks, fostering client understanding and trust across diverse regions.
Sep 2019 - Oct 2020
Research Analyst, Fixed Income Division
- Analyse and research on fixed income securities and markets, with a primary focus on MYR and USD bond spaces- Generate original and timely analytical reports and investment recommendations- Communicate investment views and research to financial advisors, dealers and clients via presentation and seminars- Develop and enhance analysis tool to support investment recommendations
Apr 2017 - Sep 2019
Compliance Executive
- Risk-based compliance audit to ensure that the company’s processes are in compliance with the relevant Acts and regulations. - Conduct due diligence on various stakeholders (KYC and Client due diligence)- Anti-Money Laundering matters, such as names screening, suspicious transactions monitoring, 3rd party receipts and reporting- Prepare reports for submission to the company’s senior management, Board of Directors and / or regulators. - Advise management on regulatory compliance issue- Review applicable regulations- Provide regional support to other subsidiaries within the iFAST group of companies. - Conduct due diligence on new funds (Fund suitability for onboarding)
Apr 2016 - Mar 2017
Intern (Corporate Surveillance)
- Assist in carrying out review and macroeconomics research (on the impact of interest rate hike and forex fluctuation towards the earnings of listed PLCs.)- Obtain relevant informations from annual reports, S&P Capital IQ Database as well as compile and present them after analysing the data
Nov 2015 - Mar 2016
Intern (Financial Controller)
- Assist senior accountants in preparing various reporting statements (Monthly Entitlement Off Take-MEOT, Profit Sharing Contribution-PSC)- Carry out casting on reporting statements - Retrieve relevant information by using IPES/SAP software (Global Arrangement Production Allocation-GAPA, cost recovery information, revenue entitlement)- Assist in audit process and preparation of reporting statements
Jan 2015 - Apr 2015
4 education records
Anson Tan, Cfp education
Education record
Cfa Institute
Bachelor'S Degree, Finance And Investment
Diploma, Finance And Investment
Education record
Smk Tropicana
FAQ
Frequently asked questions about Anson Tan, Cfp
Quick answers generated from the profile data available on this page.
What company does Anson Tan, Cfp work for?
Anson Tan, Cfp works for BBBwealth.
What is Anson Tan, Cfp's role at BBBwealth?
Anson Tan, Cfp is listed as Director, Business Development at BBBwealth.
What is Anson Tan, Cfp's email address?
AeroLeads has found 1 work email signal at @maybank.com for Anson Tan, Cfp at BBBwealth.
Where is Anson Tan, Cfp based?
Anson Tan, Cfp is based in Wp. Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia while working with BBBwealth.
What companies has Anson Tan, Cfp worked for?
Anson Tan, Cfp has worked for Bbbwealth, Uob Kay Hian Wealth Advisors (Uwealth), Maybank, Ifast Capital Sdn Bhd, and Securities Commission Malaysia.
How can I contact Anson Tan, Cfp?
You can use AeroLeads to view verified contact signals for Anson Tan, Cfp at BBBwealth, including work email, phone, and LinkedIn data when available.
What schools did Anson Tan, Cfp attend?
Anson Tan, Cfp studied at Cfa Institute.
What skills is Anson Tan, Cfp known for?
Anson Tan, Cfp is listed with skills including Microsoft Excel, Microsoft Office, Investments, Powerpoint, Customer Service, Trading, Financial Analysis, and Financial Statement Analysis.
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