top of page
Financial Planners

Licensed Financial Planners & Associates

Approved Financial Advisors
_DSC2015.jpg

Seating (first row) L-R: Nik Adlan Hafez (Licensed Financial Planner), Fateen Rosli (Advisory Development Manager), Idham Idris (Director, Corporate Treasury Investment Services),Rafiq Hidayat (Managing Director), Stephen Yong (Director), Samantha Yeoh (Director), Azril Aswad Rosli (Head of Sales), Juraimi Judin (Chief Technology Officer), 

Standing (second row) L-R: Helwa Sofni (Licensed Financial Planner), Saidah Asilah (Licensed Financial Planner), Felicia Lim (Licensed Financial Planner) Sharifah Nur' Amirah (Licensed Financial Planner), Engku Nordiana (Financial Adviser Representative), Nursaffa Athira Sahruddin (External Relations Executive), Nur Zafira Shamsol Baharin (Planning & Solution Executive), Nur Hazirah Abd Razak (Finance Executive), Juliyana Mohd Yatim (Manager of Business Development), Carol Lee (Licensed Financial Planner), Ruqayyah Shaharuddin (Sales Development Executive), Nor Izzati Jali (Paraplanner), Norsyuhada Yacob (Executive, Human Resource Operation), Shahirah Yusop (Human Capital Compensation & Benefit & Admin Executive), Nis Nasuha Mohd Razali (Sales Admin Executive), Amera Azzarina Mohd Amer (Sales Admin Executive), Agnes Wong (Head of Sales Admin), Farihatulhiza Abdul Kadir (Licensed Financial Planner), Nurul Khairiah (Branding & Marketing Executive), Catherine Tan (Licensed Financial Planner), Angel Pau (Licensed Financial Planner), Stephanie Loh (Licensed Financial Planner), Nur Amira Ahmad (Case Manager & Client Management), Siti Nurhidayati Saidin (Manager, Compliance & Process Improvement), Eyvonne Liew (Licensed Financial Planner)

Standing (third row) L-R: Lim Kean Seng (Licensed Financial Planner), Kian Ng (Licensed Financial Planner), Hairil Jaslan (Licensed Financial Planner), Zulkhairi Zulkifli (Licensed Financial Planner), Gabriel Leong (Salaried Advisor), Mohaini Ahmad Basri (Licensed Financial Planner), Soo Zhun Tat (Licensed Financial Planner), Mukhlis Nasri (Licensed Financial Planner), Khairul Hakkim Hashim (Advisor Developments Executive), Asad Safuan (Licensed Financial Planner)

Management

  • Rafiq Hidayat: Managing Director

  • Idham Idris: Director of Corporate Treasury Investment Services

  • Stephen Yong: Director

  • Samantha Yeoh: Director

  • Juraimi Judin: Chief Technology Officer​

  • Fateen Rosli: Advisor Developments Manager

  • MD. Shamsuri bin MD Isa: Manager, Human Capital

  • 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

  • Lim Kean Seng

Licensed Financial Planners

  • Mohaini Ahmad Basri

  • Mohd Mukhlis

  • Nik Adlan Hafez

  • Norsalina binti Salim (Aisyah)

  • Rafiq Hidayat

  • Saidah Asilah

  • Samantha Yeoh

  • Sharifah Nur Amirah

  • Stephanie Loh 

  • Stephen Yong

Financial Adviser Representatives

  • Engku Nordiana

Profile Photo - Angel Pau.PNG

Angel Pau 

Licensed Financial Planner

Wealth Vantage Advisory

CFP, IFP

Mandarin/Eng/ BM

Profile Photo - Carol Lee.PNG

Carol Lee

Licensed Financial Planner

Wealth Vantage Advisory

SRFP

 Mandarin/Eng/ BM

Profile Photo - Catherine Tan.PNG

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/ Mandarin/ BM

Profile Photo - Eyvonne Liew.PNG

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

Profile Photo - Fateen Rosli.PNG

Fateen Rosli

Licensed Financial Planner

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

IFP

Eng/ BM

Felicia Lim_Name Card Photo.jpg

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

Hairil.JPG

Hairil Jaslan

Licensed Financial Planner

Wealth Vantage Advisory

CFP, IFP

BM/Eng

Profile Photo - Helwa Sofni.PNG

Helwa Sofni

Licensed Financial Planner

Wealth Vantage Advisory

IFP

Eng/ BM

Profile Photo - Idham Idris.PNG

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

Profile Photo - Juraimi Judin.PNG

Juraimi Judin

Licensed Financial Planner

CFP

 Eng/ BM

Profile Photo - Hakkim.PNG

Khairul Hakkim

Licensed Financial Planner

IFP

Eng/BM

Profile Photo - Kian Ng.PNG

Kian Ng

Licensed Financial Planner

CFP, IFP

 Eng/ BM

Wealth Vantage Advisory

Wealth Vantage Advisory 

Wealth Vantage Advisory 

Profile Photo - Rafiq Hidayat (Old).PNG

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

Profile Photo - Saidah Asilah.PNG

Saidah Asilah

Licensed Financial Planner

Wealth Vantage Advisory

CFP

Eng/BM

Sam%20Yeoh_edited.jpg

Samantha Yeoh

Licensed Financial Planner

Wealth Vantage Advisory 

CFP, IFP

Eng/BM

Profile Photo - Stephen Yong.PNG

Stephen Yong

Licensed Financial Planner

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

CFP

 Eng/BM

Profile Photo - Juraimi Judin.PNG

Juraimi Judin

Licensed Financial Planner

Wealth Vantage Advisory

CFP

Eng/BM

Profile Photo - Catherine Tan.PNG

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

Profile Photo - Stephanie Loh.PNG

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

Profile Photo - Hakkim.PNG

Licensed Financial Planner

Khairul Hakkim

Wealth Vantage Advisory

CFP

BM/Eng

Profile Meera.jpg

Licensed Financial Planner

Sharifah Nur' Amirah

Wealth Vantage Advisory

CFP

 Eng/ BM

Fari .jpeg

Farihatulhiza Abd Kadir 

Licensed Financial Planner

CFP

 Eng/ BM

Asad edited.png

Asad Safuan

Licensed Financial Planner

CFP

BM/Eng

wva-circle-logo_edited.jpg

This could be you!

Licensed Financial Planner

CFP

 Eng/ BM

Wealth Vantage Advisory 

Wealth Vantage Advisory

Wealth Vantage Advisory 

bottom of page