Financial Planners

Licensed Financial Planners & Associates

Independent Financial Advisors
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Standing (first row) L-R: Nurul Khairiah (Marketing & Branding Executive), Saidah Asilah (Licensed Financial Planner), Fateen Rosli (Manager of Advisor Development), Norsyuhada Yacob (Executive, Management Function Support) Nur Amira binti Ahmad (Case Manager & Client Management), Nis Nasuha Mohd Razali (Sales Admin Executive), Amera Azzarina Mohd Amer (Sales Admin Executive), Catherine Tan (Licensed Financial Planner), Nor Izzati Jali (Paraplanner), Juliyana Mohd Yatim (Manager of Business Development)

 

Standing (second row) L-R: Engku Nordiana (Financial Adviser Representative), Samantha Yeoh (Licensed Financial Planner), Sharifah Nur 'Amirah Sayed Burhanudin (Licensed Financial Planner), Stephanie Loh (Licensed Financial Planner), Siti Nurhidayati Saidin (Manager, Compliance & Process Improvement), Diana Lim (Outbound Calling Executive), Carol Lee (Licensed Financial Planner), Shahirah Yusop (Shared Service Executive), Nursaffa Athira Sahruddin (External Relations Executive), Helwa Sofni (Licensed Financial Planner), Tang Hoey Ping (Operation Manager), 

Standing (third row) L-R: Kian Ng (Licensed Financial Planner), Juraimi Judin (Chief Technology Officer), Mukhlis Nasri (Licensed Financial Planner), Muhammad Faris Shamsul Bahri (Licensed Financial Planner), Asad Safuan (Associate Financial Planner), Idham Idris (Director, Corporate Treasury Investment Services), Nik Adlan (Licensed Financial Planner), Hairil Jaslan (Finance Manager/ Licensed Financial Planner), Stephen Yong (Chief Knowledge Officer), Rafiq Hidayat (Managing Director)

Management

  • Rafiq Hidayat: Managing Director

  • Idham Idris: Director of Corporate Treasury Investment Services

  • Stephen Yong: Chief Knowledge Officer

  • Juraimi Judin: Chief Technology Officer​

  • Fateen Rosli:  Advisor Developments Manager

  • Azril Aswad Rosli: Head of Sales

Licensed Financial Planners

  • Angel Pau

  • Carol Lee

  • Catherine Tan

  • Eyvonne Liew

  • Fateen Rosli

  • Felicia Lim

  • Hairil Jaslan

  • Helwa Sofni

  • Idham Idris

  • Juraimi Judin

  • Khairul Hakkim

  • Kian Ng

Licensed Financial Planners

  • Mohd Mukhlis

  • Muhammad Faris  

  • Nik Adlan Hafez

  • Rafiq Hidayat

  • Saidah Asilah

  • Samantha Yeoh

  • Sharifah Nur Amirah

  • Stephanie Loh 

  • Stephen Yong

  • Tang Hoey Ping

Financial Adviser Representatives

  • Engku Nordiana

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Angel Pau 

Licensed Financial Planner

Wealth Vantage Advisory

CFP, IFP

Mandarin/Eng/ BM

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Carol Lee

Licensed Financial Planner

Wealth Vantage Advisory

SRFP

 Mandarin/Eng/ BM

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Hoey Ping

Licensed Financial Planner

Wealth Vantage Advisory

CFP, IFP

Eng/ Mandarin/ BM

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Eyvonne Liew 

Licensed Financial Planner

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

RFP, SRFP

 Eng/Mandarin/ BM

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Fateen Rosli

Licensed Financial Planner

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

IFP

Eng/ BM

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Felicia Lim

Licensed Financial Planner

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

CFP, IFP

Eng/BM/Mandarin

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Hairil Jaslan

Licensed Financial Planner

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

CFP, IFP

BM/Eng

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Helwa Sofni

Licensed Financial Planner

Wealth Vantage Advisory

IFP

Eng/ BM

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Idham Idris

Licensed Financial Planner

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

CFP, IFP, SRFP

BM/ Eng

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Kian Ng 

Licensed Financial Planner

IFP

 Eng/ BM

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Mukhlis Nasri

Licensed Financial Planner

IFP

Eng/BM

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Nik Adlan Hafez

Licensed Financial Planner

RFP, IFP

 Eng/ BM

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

Wealth Vantage Advisory 

Wealth Vantage Advisory 

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Rafiq Hidayat

Licensed Financial Planner

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

CFP, IFP

 Eng/ BM

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Saidah Asilah

Licensed Financial Planner

Wealth Vantage Advisory

CFP

Eng/BM

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Samantha Yeoh

Licensed Financial Planner

Wealth Vantage Advisory 

CFP, IFP

Eng/BM

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Stephen Yong

Licensed Financial Planner

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

CFP

 Eng/BM

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Juraimi Judin

Licensed Financial Planner

Wealth Vantage Advisory

CFP

Eng/BM

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Catherine Tan

Licensed Financial Planner

"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"

CFP

Eng/ BM/ Mandarin

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Licensed Financial Planner

Stephanie Loh

"Holistic financial planning approach is a process to achieve our life goals and it is applicable for everyone"

CFP

 Eng/ BM

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Licensed Financial Planner

Khairul Hakkim

Wealth Vantage Advisory

CFP

BM/Eng

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Licensed Financial Planner

Sharifah Nur' Amirah

Wealth Vantage Advisory

CFP

 Eng/ BM

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Muhammad Faris

Licensed Financial Planner

CFP

 Eng/ BM

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Asad Safuan

Associate Financial Planner

CFP

BM/Eng

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This could be you!

Licensed Financial Planner

CFP

 Eng/ BM

Wealth Vantage Advisory 

Wealth Vantage Advisory

Wealth Vantage Advisory