Financial Planners

Licensed Financial Planners & Associates

Independent Financial Advisors
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Seated L-R: Nur Syaida Hamdam (Manager of Advisor Development), Juliyana Mohd Yatim (Manager of Business Development), Tan Hoey Ping (Manager of Operations), Juraimi Judin (Chief Technology Officer), Rafiq Hidayat (Managing Director), Stephen Yong (Chief Knowledge Officer), Samantha Yeoh (Director/ Licensed Financial Planner) Idham Idris (Director, Corporate Treasury Investment Services)

Standing (second row) L-R: Nor Izzati Jalil (Planning & Solutions Executive), Fateen Rosli (Licensed Financial Planner), Nur Amira Ahmad (Head, Outbound Calling), Norsyuhada Yacob (Head, Client Management & Operations), Shahirah Yusop (Operation Executive), Nursyahirah Mohd Ghazali (Licensed Financial Planner), Helwa Sofni (Licensed Financial Planner), Anis Khairunisa Zainuddin (Assistant Executive Client Management), Saidah Asilah (Licensed Financial Planner), Nur Hazirah Abd Razak (HR & Finance Executive), 

Standing (third row) L-R: Nurul Khairiah Yusof (Branding & Marketing Executive), Stephanie Loh (Licensed Financial Planner), Agnes Wong (Sr. Operation Executive), Khairul Hakkim Hashim (Relationship Manager/Licensed Financial Planner) , Kian Ng (Licensed Financial Planner), Hairil Jaslan Jaafar (Licensed Financial Planner), Nik Adlan (Licensed Financial Planner), Raja Iskandar (Licensed Financial Planner), Ong Yit Hung (Planning & Solutions Executive), Felicia Lim (Licensed Financial Planner), Nursaffa Athira Sahruddin (External Relations Executive)

Management

  • Rafiq Hidayat: Managing Director

  • Idham Idris: Director of Corporate Treasury Investment Services

  • Stephen Yong: Chief Knowledge Officer

  • Juraimi Judin: Chief Technology Officer​

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

  • Nursyahirah Ghazali

  • Ong Yit Hung

  • Rafiq Hidayat

  • Raja Iskandar

  • Saidah Asilah

  • Samantha Yeoh

  • Sharifah Nur Amirah

  • Stephanie Loh 

  • Stephen Yong

  • Tang Hoey Ping

Associates

  • 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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Nursyahirah Mohd Ghazali

Licensed Financial Planner

Wealth Vantage Advisory 

CFP

 Eng/ BM

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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

 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 your 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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Stephanie Loh

Licensed Financial Planner

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

CFP

BM/Eng

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Khairul Hakkim

Licensed Financial Planner

Wealth Vantage Advisory

CFP

 Eng/ BM/Mandarin

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Sharifah Nur' Amirah

Licensed Financial Planner

CFP

 Eng/ BM

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Muhammad Faris

Licensed Financial Planner

CFP

BM/Eng

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Raja Iskandar

Licensed Financial Planner

IFP

 Eng/ BM

Wealth Vantage Advisory 

Wealth Vantage Advisory

Wealth Vantage Advisory 

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Ong Yit Hung

Licensed Financial Planner

CFP

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This could be you!

Licensed Financial Planner

CFP, IFP

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This could be you!

Licensed Financial Planner

CFP

Contact Now

Wealth Vantage Advisory 

Wealth Vantage Advisory

Wealth Vantage Advisory