Financial Planners

Licensed Financial Planners & Associates

Independent Financial Advisors

Seated L-R: Nursaffa Athira Sahruddin (Operation Executive), Juraimi Judin (Chief Technology Officer), Stephen Yong (Chief Knowledge Officer), Rafiq Hidayat (Managing Director), Idham Idris (Director of Advisory Development), Samantha Yeoh (Licensed Financial Planner), Angel Pau (Licensed Financial Planner)

Standing L-R: Nuraishah Hanani (Licensed Financial Planner), Adam Nordin (Licensed Financial Planner), Nursyahirah Ghazali (Licensed Financial Planner), Catherine Tan (Associate), Fateen Rosli (Licensed Financial Planner), Helwa Sofni (Licensed Financial Planner), Syahira Mohamed (Licensed Financial Planner), Felicia Lim (Licensed Financial Planner), Wilson Wong (Licensed Financial Planner), Eyvonne Liew (Licensed Financial Planner), Nik Adlan (Licensed Financial Planner), Saidah Asilah (Licensed Financial Planner), Angie Ng (Licensed Financial Planner), Stephanie Loh (Associate), Carol Lee (Licensed Financial Planner), Vivian Chin (Licensed Financial Planner), Steven Kiang (Licensed Financial Planner)

Management

  • Rafiq Hidayat: Managing Director

  • Idham Idris: Director of Advisory Development

  • Stephen Yong: Chief Knowledge Officer

  • Juraimi Judin: Chief Technology Officer​

Licensed Financial Planners

  • Adam Nordin

  • Amira Aziz

  • Angel Pau

  • Angie Ng

  • Carol Lee

  • Eyvonne Liew

  • Fateen Rosli

  • Felicia Lim

  • Hairil Jaslan

  • Helwa Sofni

  • Idham Idris

  • Juraimi Judin

  • Khairul Hakkim

  • Kian Ng

Licensed Financial Planners

  • Mohd Mukhlis 

  • Nik Adlan

  • Nuraishah Hanani
  • Nursyahirah Ghazali

  • Ong Yit Hung

  • Rafiq Hidayat

  • Saidah Asilah

  • Samantha Yeoh

  • Stephen Yong

  • Tang Hoey Ping

  • Vivian Chin

  • Vivienne Chew

  • Wan Syahira

  • Wilson Wong

Associates

  • Catherine Tan

  • Engku Nordiana

  • Sarah Teo

  • Stephanie Loh

Adam Nordin

Licensed Financial Planner

SRFP

 Eng/ BM

Amira Aziz

Licensed Financial Planner

SRFP

Eng/ BM

Angel Pau

Licensed Financial Planner

CFP, IFP

 Eng/ Mandarin

Angie Ng

Licensed Financial Planner

CFP, IFP

 Eng/ BM

Carol Lee

Licensed Financial Planner

SRFP

 Mandarin/Eng/ BM

Hoey Ping

Licensed Financial Planner

CFP, IFP

Eng/ Mandarin

“My clients feel comfortable when they planned well in their financial after knowing their current financial situation"

Eyvonne Lim

Licensed Financial Planner

RFP, SRFP

 Eng/ BM/Mandarin

Fateen Rosli

Licensed Financial Planner

IFP

Eng/ BM

Felicia Lim

Licensed Financial Planner

CFP, IFP

Eng/ BM/Mandarin

“With financial planning, one of my client is able to turnaround her cashflow from deficit to surplus"

" I take great pride in helping clients achieve their goals through financial planning"

"My approach is to act on the client’s interest first by doing diagnosis & solutions on their financial issues"

Hairil Jaslan

Licensed Financial Planner

“Don’t leave your future personal finances to chance. See a licensed financial planner today. “

CFP, IFP

 BM/Eng

Helwa Sofni

Licensed Financial Planner

"Financial Planner will  make sure you plan for unplanned event in life and equipped you with the relevant financial literary"

IFP

 Eng/ BM

Idham Idris

Licensed Financial Planner

"Financial Planner will  make sure you plan for unplanned event in life and equipped you with the relevant financial literary"

CFP, IFP, SRFP

 BM/Eng

Kian Ng

Licensed Financial Planner

CFP

 Eng/ BM

Mohd Mukhlis

Licensed Financial Planner

IFP

 BM

Nik Adlan

Licensed Financial Planner

RFP, IFP

 Eng/ BM

 "Establishment of ideas in financial awareness is an important aspect in financial planning"

Nuraishah Hanani

Licensed Financial Planner

IFP, CIFP

 Eng/ BM

Nursyahirah Ghazali

Licensed Financial Planner

CFP

Eng/ BM

Rafiq Hidayat

Licensed Financial Planner

CFP, IFP

 Eng/ BM

“Financial planning is a process to achieve our life goals and it is applicable for everyone"

"Financial planning through the licensed financial planner can provide independent & unbiased view for Malaysians to manage their finances better"
 

Saidah Asilah

Licensed Financial Planner

CFP

 BM

Samantha Yeoh

Licensed Financial Planner

CFP, IFP

 Eng/ BM

Stephen Yong

Licensed Financial Planner

CFP

Eng/ BM

"My role is to give your confidence, knowledge and experience to help you reach financial freedom”

"I take great pride in helping clients achieve their goals through their holistic financial planning "

Juraimi Judin

Licensed Financial Planner

CFP

 Eng/ BM

Vivian Chin

Licensed Financial Planner

CFP

 Eng/ BM/ Mandarin

Vivienne Chew

Licensed Financial Planner

CFP

Eng/ BM

“ My main focus is to help my clients on their children education, retirement fund and cash management"

"I'm passionate about traveling and helping people grow in their personal finances"

Wan Nursyahira

Licensed Financial Planner

SRFP

 BM

Wilson Wong

Licensed Financial Planner

CFP

Eng/ BM

Catherine Tan

Associates Financial Planner

From:

 English

"I believes in providing holistic financial planning solutions for her clients from an independent point of view"

The future belongs to those who believe in their dreams and a comprehensive FINANCIAL PLAN is your pathway that provides clear directions to all your dreams and goals."

Sarah Teo

Associates

CFP

 Eng/ BM/Mandarin

Stephanie Loh

Licensed Financial Planner

CFP

BM/Eng/Mandarin

Khairul Hakkim 

Licensed Financial Planner

CFP

 Eng/ BM

Ong Yit Hung

Licensed Financial Planner

CFP

Sharifah Nur 'Amirah

Licensed Financial Planner

CFP

This could be you!

Licensed Financial Planner

CFP

© 2020 Wealth Vantage Advisory

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