Jamie Bubb-Sacklyn is a Director, Chartered Financial Planner and estate planning specialist at Melbourne Capital Group. He is one of a small number of advisers in ASEAN to hold both the CII Chartered Financial Planner designation and the Malaysian CFP qualification, and is licensed by the Securities Commission Malaysia. Based in Kuala Lumpur, he advises Malaysians and expatriates across Asia Pacific.

Estate planning is at the heart of his work. He leads some of the firm’s largest and most complex estate planning cases, working with families whose wealth, assets and beneficiaries span several countries. He coordinates planning across different legal and tax systems so that wealth can pass to the next generation as intended.

Within Melbourne Capital Group, he has played a central role in raising the standard of advice across the firm. He introduced cashflow modelling as a firm standard, so clients can test retirement scenarios before committing to them. He also made full fee transparency standard across all client engagements, with adviser, platform, fund and dealing costs set out in a single view. Beyond his own clients, he supports the adviser team by reviewing cases, helping with complex client situations and opening his client meetings to developing advisers. He is also closely involved in the firm’s product and partner selection.

After graduating in Mathematics from Cardiff University, he began his career in the UK at Brewin Dolphin, where he trained as a financial adviser for three years. He moved to Malaysia in 2018 bring the standards of the UK advice model to the international market.  

Alongside his CII Chartered status and CFP certification with FPAM, he is a member of both the Chartered Insurance Institute and the Personal Finance Society.

Outside the office, he is a keen footballer and traveller, with a habit of signing up for ambitious charity challenges. Some of these include cycling from London to Paris, crossing India by tuk tuk and running an ultra marathon in Borneo.

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