About

Canace Tan

When it comes to financial planning,  I believe that truly comprehensive financial advice can provide the clarity and confidence necessary for individuals and families to implement well-informed decisions. 

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Licenses & Certifications

  • Financial Adviser’s Representative (FAR)
  • Licensed Financial Planner (LFP)
  • HRD Train-The-Trainer (TTT) Certified Trainer
  • Certified Financial Coach

Hello! My name is Canace Tan. I am a practising Financial Adviser’s Representative (FAR) approved by Bank Negara Malaysia and Licensed Financial Planner licensed by Securities Commission. My passion lies in guiding individuals and families towards achieving their financial goals through personalized and comprehensive financial planning.

I hold a Bachelor of Finance (Hons) from University Utara Malaysia (UUM) and have been awarded the designation of Registered Financial Planner (RFP) by the Malaysian Financial Planning Council (MFPC) right after graduation, which kickstarted my career in financial planning.

As a financial planner, I specialise in comprehensive financial plan and am well-tuned in providing personalized financial solutions. I believe that truly comprehensive financial advice can provide the clarity and confidence necessary for individuals and families to implement well-informed decisions. I am a firm believer that while financial planning is not guaranteed to make one rich, it is guaranteed to make sure one will never be poor. 

As a lifelong learner, I constantly seek to enhance my knowledge by participating in various conferences and seminars, and I also share my insights through educational content on social media platforms. My aim is to raise awareness of financial planning and to help people avoid being sold financial products that may not be in their best interests. My contributions to the field have been recognized by prominent media outlets such as China Press and Nanyang Siang Pau, cementing my position as a trusted source of financial education.

My Core Values

Relationship-Focused

I prioritise building strong personal relationships with clients to understand their financial needs and goals rather than focusing primarily on selling financial products. By taking a more holistic approach, I will work with you to develop a customised financial plan that takes into account your current financial situation, future plans, and personal values.

Goal-Focused

I focus on helping you stay focused on your financial priorities and make progress towards your financial goals. With a range of services that allow us to regularly review your progress, we can adjust the plan as needed to ensure you are on track to achieve your goals.

Detail-Oriented

By focusing on the finer details of financial planning, we create a comprehensive and detailed financial plan that takes into account all of your financial information that can help ensure you make informed financial decisions and achieve your financial goals.

Events Timeline

2023
April 10
AMC College, Kota Kinabalu

MPFC Industry Talk 2023

Setting Financial Goals

2022
October 20
Universiti Tunku Abdul Rahman

Upskilling and Reskilling Coffee Chats

Be Money Smart & Wise in Finance and Career Opportunity in Financial Services

October 14 -16
Securities Commission Malaysia

FinPlan4U 2022

October 12
Malaysian Financial Planning
Council

5th MFPC National Financial Planning e-Tournament

Game for Money

September 24
Nanyang Siang Pau

南洋商报 《创富讲座》

迈向高息时代,如何创富减债?

August 27
Ewill Malaysia

Will Writing Webinar

March 23
Malaysian Financial Planning
Council

My Money & Me Financial Management Workshop

2021
November 13
Enoch Elderly Association Sibu

Will Writing Webinar

October 23
Lions Club International
District 308B1 Malaysia

Financial Management Program 2021-2022

Entering Workforce

October 16
Ewill Malaysia

Will Writing Webinar

October 7
Securities Commission Malaysia

FinPlan4U 2021

August 7
Leo Club of Southern Cross

Money Talk with $₵

General Knowledge in Financial Management

2019
November 23
Universiti Malaya & Universiti
Teknikal Malaysia Melaka
(UTEM)

Indian Youth Equity Development Program

Malaysia India Transformation Unit, Prime Minister’s Department (MITRA)

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