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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