Whitman Independent Advisors
Tan Yi Wen, FCCA, CFP, currently serves as Vice President at Whitman Independent Advisors Sdn Bhd since December 2017, specializing in holistic wealth advisory by integrating eight areas of financial planning to help clients achieve multiple financial goals. Prior to this role, Tan held managerial positions at KPMG Management & Risk Consulting Sdn Bhd, focusing on compliance reviews and investigative audits, and served as a Corporate Finance Executive at British American Tobacco, overseeing treasury operations. Previous experience includes roles at KPMG and PricewaterhouseCoopers Malaysia, where Tan managed audits and due diligence services for major corporations. Tan Yi Wen holds a First Class Honours degree in Applied Accounting from Oxford Brookes University.
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Whitman Independent Advisors
Whitman Independent Advisors Sdn. Bhd. 200001023419 (526027-A) Whitman Independent Advisors was established in 2000 (4 years before financial planning license was introduced in Malaysia) by Yap Ming Hui with a bold vision to revolutionise the financial services industry by offering fee-charging financial planning services—an idea that was relatively unfamiliar at the time. Unlike conventional financial institutions that employ a one-size-fits-all product pushing approach which causes unnecessary financial wastage for consumers, Yap firmly believes in the value of holistic financial planning. This comprehensive approach offers an accurate assessment of an individual's financial situation and provides tailored solutions to help them achieve their desired financial outcomes. During its early years, Whitman primarily served high net worth clients, including influential PLC owners. However, a serendipitous encounter with a single mother in need of impartial financial guidance proved to be a transformative moment. This encounter served as a powerful catalyst for Whitman to expand its services and venture into the middle-class market. Yap saw an opportunity to shape a future where vast majority of Malaysians, guided by fee-charging financial planners, can avoid costly financial mistakes, capitalise on opportunities to optimise their hard-earned assets, and ultimately increase their likelihood of achieving financial freedom. Over the years, Yap has played an instrumental role in educating thousands of Malaysians about the importance of engaging a financial planner to optimise their financial wealth. Today, Whitman proudly stands as the leading fee-charging financial planning firm, overseeing more than RM4 billion of clients' wealth.