Credentials

We’d love for you to get to know our team a little better. Let us show you how passionate we are and why we are best positioned to help you with your finances.

Founder & CEO - Ian Wong

At Uno Advisers, our main goal is to empower and improve lives through good financial management. We are here for the long term; to journey with you as you grow in your career and life. We find satisfaction in seeing our clients achieve their goals!

Our founder Ian Wong has 10 years in the financial planning industry. He is a Licensed Financial Planner, licensed by Securities Commission Malaysia and holds the Certified Financial Planner (CFP CERT TM) and Islamic Financial Planner (IFP®️) qualification. He completed his degree at the London School of Economics and Political Science (LSE).

Ian strongly believes that personal finance must be exactly that – personal. Good financial management must be a balance between wants and needs. Ian and his team want to bridge the significant gap between the quality of financial services in Malaysia versus the increasing demand for client-centric advice.

Meet The Team

Abigail Chee

Abigail Chee

Administrator

How Are We Qualified?

Our advisers are at minimum degree holders who are then required to complete the Certified Financial Planner (CFP) professional papers within three years of joining the firm.

During this period, they will also acquire full licensing from Securities Commission Malaysia. Whilst completing their licensing, another fully licensed adviser is required to be involved in all planning and recommendation.

All licensed advisers are registered with both Securities Commission Malaysia as well as Bank Negara Malaysia.

How is Uno Different?

Service

Think of us as your personal finance coach. We want you to feel assured that you can come to us for any financial matters and have the confidence that we are constantly looking to optimise your goals and plans.

Teach

We don’t just tell you what to do; we love to share the how and why as well. Our advice is valuable, but ultimately this is your life and you should be empowered to make your own decisions.

Simplify

We understand that money management can be a challenge for many. Either you don’t have the time to pore through the topic or perhaps the subject matter just doesn’t interest you. Maybe you and your family just never felt the need to talk about it. At Uno, we break it down to bite-sized pieces using layman terms – resulting in easily understood and achievable steps.

Holistic Life

Financial planning shouldn’t add to your stress or change your lifestyle too drastically. We consider your wants and needs and try to achieve a balance between both so that you have a little for the rainy days whilst not forgetting to live for today.

Client TESTIMONIALS

See what our clients have to say about their experience with us!