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An independent agency in Kuala Lumpur
Recruitment first. Everything else supports it.
Meridian Advisory is a financial advisory agency with offices in Setia Alam and Subang Jaya. We advise on life insurance, family takaful, general insurance, will writing and trust, and group employee benefits.
Most of the people you will meet on this site joined as career changers. This site is written for the person considering the same move.
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Recognition
Credentials that are documented, stated plainly.
MDRT, Court of the Table and Top of the Table are international production benchmarks. Agency awards are issued annually by our principal on production and persistency. Every count below can be evidenced.
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Qualifiers by year
Year
MDRT
COT
TOT
Agency award
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What we offer
Five lines, each with a named adviser.
What clients and advisers say · first names only
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Careers
Not ready to apply? Start with a coffee.
A thirty-minute conversation with a unit manager at either office. No resume needed. We will tell you what the first ninety days look like and how income builds.
About the agency
Twenty-six years, two offices, one standard for who we take on.
Meridian Advisory was formed in 2000 by two advisers who wanted an agency run for the people in it. The agency has qualified for its principal's top-tier club every year since.
We advise individuals, families and small businesses across the Klang Valley. Every adviser is licensed and holds at least one industry credential; each is listed by name on this site.
Our directors sign off every piece of content published here. Nothing is claimed that cannot be evidenced.
Setia Alam
Head office · since 2000
Subang Jaya
Second office · since 2014
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Our advisers
Eleven advisers, each findable by name.
Every profile opens a WhatsApp conversation already addressed to that adviser. Credentials shown are current-year qualifications.
Join the agency
What the first ninety days actually look like.
Licensing, training, a mentor, and a stipend while you build a client base. Below: the honest version, then three ways to start a conversation.
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Real questions
Answered plainly, and written to be quoted.
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Guide
Moving into financial advisory
Free guide
Licensing, training, and how income builds in year one.
Fourteen pages. Sent on screen and by email the moment you submit.
Your guide is ready.
A copy has also been emailed from hello@meridianadvisory.my. A planner will telephone within one working day.
Download PDFThree ways in
Pick the route that matches where you are.
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Responses land in the agency's Google Sheet; uploads in Google Drive with the link written into the row.
Spam protection and consent capture on every route.
Received.
Recorded to Google Sheet Responses › {{ route.label }} at {{ nowLabel }}.
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Speak to
Advisers assigned to {{ product.title }}
Ask for a quotation
Five fields. The adviser who telephones you will already know which product and how much cover you have in mind.
Enquiry received.
Recorded at {{ nowLabel }} and addressed to the {{ product.title }} advisers above. Expect a call within one working day.
Contact
Two offices in the Klang Valley.
General enquiry
Watched by the back office during office hours. Outside them, the assistant in the corner will take your details.
Sent.
Recorded at {{ nowLabel }}. We reply within one working day.
Events & promotions
Seminars, coffee chats, and the occasional evening.
Published by our own office. Past events retire from ticketing the morning after and stay here as a record.
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Articles
Plain answers on insurance and takaful.
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More articles
Privacy notice
How we use what you give us.
Meridian Advisory Sdn Bhd (Company No. 0000000-X) collects personal data through the forms on this website under the Personal Data Protection Act 2010.
What we collect
Name, telephone number, and, depending on the form, email address, date of birth, work experience, uploaded documents, product of interest and cover amount.
Why
To respond to your enquiry or application; to contact you about recruitment events, promotions and products you have expressed interest in; and to keep a record of the response for regulatory purposes.
Who sees it
Our back office administrator and the adviser assigned to your enquiry. Data is stored in our Google Workspace account. It is not sold or shared with third parties for marketing.
Your rights
You may ask to access, correct or delete your data, or withdraw consent, by writing to privacy@meridianadvisory.my.
Admin mockup
What the back office sees after login. Not part of the public site.
Advisers
Change an adviser's product line here and every product page updates at once. Remove a leaver and they come off all pages.
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New event
A seminar is a form, not a blank page. Fill it in and it publishes matching every other event.
New article
Autosaved · draftWritten in the ordinary editor. Type, drop a photograph in, publish. Each article becomes a page of its own.
Hero image · full width above the article · drop to upload, resized automatically
medical-card-limits.jpg · 3.8 MB → 210 KB
Inline image. Resized on upload. Position:
Published
Testimonials
Drop the screenshot in, type the quotation beside it. First names only; telephone numbers and profile pictures are cropped before anything goes live.
Drop WhatsApp or Google review screenshot
Cropped to hide number and photo
Cropped to hide number and photo
Published
Announcement pop-up
One pop-up, scheduled between two dates. When no event is running, the recruitment guide takes its turn.
Show on