Financial Planners
Licensed Financial Planners & Associates
Independent Financial Advisors
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
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
Fateen Rosli
Licensed Financial Planner
“I take great pride in helping clients achieve their goals through financial planning"
IFP
Eng/ BM
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 Jaslan
Licensed Financial Planner
"Don't leave your future personal finances to chance. See a licensed financial planner today"
CFP, IFP
BM/Eng
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
"Establishment of ideas in financial awareness is an important aspect in financial planning"
Wealth Vantage Advisory
Wealth Vantage Advisory
_PNG.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
Stephen Yong
Licensed Financial Planner
"My role is to give your confidence, knowledge and experience to help you reach financial freedom”
CFP
Eng/BM
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
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
Wealth Vantage Advisory
Wealth Vantage Advisory
Wealth Vantage Advisory
This could be you!
Licensed Financial Planner
CFP
Wealth Vantage Advisory
Wealth Vantage Advisory
Wealth Vantage Advisory