Fiona Loo, Acfp
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Fiona Loo, Acfp Email & Phone Number

Personalised financial planning service | Coaching millennials to build active & passive income at RISE Advisory
Location: Petaling Jaya, Selangor, Malaysia 4 work roles 1 school
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✓ Verified Jun 2026 3 data sources Profile completeness 100%

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Current company
Role
Personalised financial planning service | Coaching millennials to build active & passive income
Location
Petaling Jaya, Selangor, Malaysia
Company size

Who is Fiona Loo, Acfp? Overview

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Quick answer

Fiona Loo, Acfp is listed as Personalised financial planning service | Coaching millennials to build active & passive income at RISE Advisory, a company with 21 employees, based in Petaling Jaya, Selangor, Malaysia. AeroLeads shows a matched LinkedIn profile for Fiona Loo, Acfp.

Fiona Loo, Acfp previously worked as Business Director at Rise Advisory and Wealth Management Advisor at Jazz Capital. Fiona Loo, Acfp holds Bachelor Of Science, Management And Communication from Segi College.

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Email format at RISE Advisory

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RISE Advisory

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Profile bio

About Fiona Loo, Acfp

I started this career attracted by its time flexibility and financial rewards aspects, but as time goes by I found the true meaning and value it brings, which is safeguarding my clients against uncertainties in life.I have been helping working adults and couples crisis-proof their income by setting up a Critical Illness Fund (CIF), which is often overlook in the financial planning industry. Only 2% of Malaysians have sufficient CIF, can you believe that?With a revolutionised business system, I am currently experiencing a momentum of growth that comes from sowing the right seeds with the right people. As I start reaping the awards, I found passion and great satisfaction in helping others to achieve the same too. “As a qualified financial advisor, Fiona takes her time to understand her clients' specific needs and circumstances, both current and future, before recommending the most appropriate financial product for them. This sets her apart from many of her peers who focus mainly on selling standard products.” Victor Lam, Account General Manager.To get in touch, you can reach me via yunjing_loo@manulife.my or +60142655466.

Listed skills include Estate Planning, Financial Advisory, Visual Merchandising, Social Media, and 17 others.

Current workplace

Fiona Loo, Acfp's current company

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RISE Advisory
Rise Advisory
Personalised financial planning service | Coaching millennials to build active & passive income
petaling jaya, selangor, malaysia
Website
Employees
21
AeroLeads page
4 roles

Fiona Loo, Acfp work experience

A career timeline built from the work history available for this profile.

Business Director

Current

Critical Illness Fund specialist. I help to set up insurance funds that pays out when there is a loss of income due to being diagnosed with illnesses. Hospitalisation coverage and employment benefit is under my forte as well.Focusing on expanding new business opportunities through recruitment, and building talents along with skills transfer.

May 2019 - Present

Wealth Management Advisor

Jazz Capital
  • Specialises in savings and insurance, alternative investments and business financing.
  • Extensive knowledge in financial planning, including but not limited to modern estate planning, retirement planning, and education funding.
  • Provides insurance solutions for businesses, family and personal in the likes of keyman insurance, mortgage and business financing insurance, income replacement insurance and medical insurance.
  • Carries alternative investment projects that include promissory notes, fixed income bonds, arbitrage fund, and pre-IPOs.
May 2015 - May 2019

Operations Manager

  • Team Management
  • Content Moderating
  • Resources Planning
  • Create Operation Workflow
Jan 2015 - Mar 2015

Business Development Account Manager

  • Strategic Consulting
  • Relationship Management
  • Achieving Sales Target
  • Product Improvement
  • Project Management
  • Vendor Acquisition
May 2014 - Dec 2014
Team & coworkers

Colleagues at RISE Advisory

Other employees you can reach at risefincom.com. View company contacts for 21 employees →

1 education record

Fiona Loo, Acfp education

FAQ

Frequently asked questions about Fiona Loo, Acfp

Quick answers generated from the profile data available on this page.

What company does Fiona Loo, Acfp work for?

Fiona Loo, Acfp works for RISE Advisory.

What is Fiona Loo, Acfp's role at RISE Advisory?

Fiona Loo, Acfp is listed as Personalised financial planning service | Coaching millennials to build active & passive income at RISE Advisory.

Where is Fiona Loo, Acfp based?

Fiona Loo, Acfp is based in Petaling Jaya, Selangor, Malaysia while working with RISE Advisory.

What companies has Fiona Loo, Acfp worked for?

Fiona Loo, Acfp has worked for Rise Advisory, Jazz Capital, and Planyourwedding.My.

Who are Fiona Loo, Acfp's colleagues at RISE Advisory?

Fiona Loo, Acfp's colleagues at RISE Advisory include Kierby Ng, Ng Jing En (Cif Specialist), Desmond Lua, Alan Pan, and Mee Lee.

How can I contact Fiona Loo, Acfp?

You can use AeroLeads to view verified contact signals for Fiona Loo, Acfp at RISE Advisory, including work email, phone, and LinkedIn data when available.

What schools did Fiona Loo, Acfp attend?

Fiona Loo, Acfp holds Bachelor Of Science, Management And Communication from Segi College.

What skills is Fiona Loo, Acfp known for?

Fiona Loo, Acfp is listed with skills including Estate Planning, Financial Advisory, Visual Merchandising, Social Media, Sales, Financial Planning, Photoshop, and Employee Benefit Plan Design.

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