Kelvin Tan
Senior Investment Specialist, Averion Invest (Averion Markets)
With over 8 years of experience in financial investment, Kelvin currently serves as a Senior Investment Specialist at the internationally renowned brokerage platform, Averion Invest.
He is primarily responsible for providing global stock, ETF, and asset allocation advice to clients in Malaysia and Southeast Asia, regularly publishing market analysis and investment strategies. He excels at helping clients build robust investment portfolios and promoting institutional investment philosophies.
Key achievements
- Accumulated over RM 180 million in assets under management (AUM)
- Consistently honored as an outstanding investment consultant within the company for multiple years
- Dedicated to providing clear, professional, and practical wealth management solutions for clients
