Financial Planners

Licensed Financial Planners & Associates

Approved Financial Advisers

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
Stephen Yong: Director
Samantha Yeoh: Director
Juraimi Judin: Chief Technology Officer
Siti Nurhidayati: Chief Operating Officer

Licensed Financial Planners

Angel Pau
Ahmad Taufiq Anuar
Asad Safuan
Carol Lee
Catherine Tan
Eyvonne Liew
Fateen Rosli
Farihatulhiza Abdul Kadir
Felicia Lim
Gabriel Leong
Hairil Jaslan
Helwa Sofni
Idham Idris
Juraimi Judin
Kian Ng
Lim Kean Seng

Licensed Financial Planners

Mohaini Ahmad Basri
Mohd Mukhlis
Mohd Izzad Roslan
Nik Adlan Hafez
Norsalina binti Salim (Aisyah)
Noorul Azila
Rafiq Hidayat
Saidah Asilah
Samantha Yeoh
Sharifah Nur Amirah
Stephanie Loh
Stephen Yong
Soo Zhun Tat
Zulkhairi Zulkifli

Financial Adviser Representatives

Engku Nordiana

Meet the Team

WealthVantage Licensed Financial Planners Team

Licensed Financial Planner

Angel Pau CFP,IFP

Based in Sawarak, Angel is a passionate individual to help with your financial planning.

Licensed Financial Planner

Asad Safuan, IFP

Asad will help his clients to understand their current financial situation, financial goals and risk profile before developing a full financial planning plan for them.

Licensed Financial Planner

Catherine Tan, CFP

"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"

Licensed Financial Planner

Carol Lee, RFP

Carol joined the financial industry in 1998, by providing singular solutions in life insurance products. Since then, she decided to take a holistic approach to bring together all the pieces of her client’s financial life.

Licensed Financial Planner

Eyvonne Liew, RFP, Shariah RFP

Based in Kota Kinabalu, Sabah, Eyvonne started working in the financial services industry in 2009 with CWA & other financial advisory firms. She is a good listener with the ability to listen to problems, identify them & solving problems.

Licensed Financial Planner

Fateen Rosli, IFP

Fateen's area of expertise is the Comprehensive Plan which covers all aspects of planning personal finances and life goals of her clients.

Licensed Financial Planner

Fari Kadir, IFP

Fari's goals with WVA are to create the importance of financial planning awareness to the public and why you should have financial protection for your loved ones

Licensed Financial Planner

Felicia Lim, CFP, IFP

Felicia's approach in her financial planning services is to act on the client's interest first by doing diagnosis & solutions on their financial issues

Licensed Financial Planner

Helwa Sofni, IFP

Helwa has more than a decade of experience as a Chartered Accountant & in corporate sector before venturing herself as a Licensed Financial Planner. She truly believes that financial literacy is crucial for everyone in order to live life.

Licensed Financial Planner, Director

Idham Idris, CFP, RFP, SRFP

Idham has over 15 years of experience in the financial services industry in a leading banking & financial institution. Since 2015, he has been focusing on cash management solutions & advisory for corporate treasury.

Licensed Financial Planner, Chief Technology Officer

Juraimi Judin, CFP

Prior to joining Wealth Vantage, Juraimi has been advising clients in the area of IT & Management Consultancy since 2015. As the Chief Technology Officer & Head of Shared Services, he manages the technology and resource management for the firm.

Licensed Financial Planner

Taufiq Anuar, SRFP

Taufiq started his journey in financial services industry as a life planner in 2017. As a financial planner, Taufiq wants to help people achieve their goals in a structured way.

Licensed Financial Planner

Lim Kean Seng,CFP

He aims to help ensure that more Malaysians “Do not run out of money before they run out of life” and ensuring their peace of mind in managing their finances.

Licensed Financial Planner

Mohaini Ahmad Basri, IFP

Wealth Vantage Advisory

Licensed Financial Planner

Nik Adlan Hafez, IFP, RFP

Nik creates lifetime clients as they see the importance of having someone they trust and are comfortable to speak not just about financials but more importantly about their life.

He hosted The Financial Doctor Shows on the WVA FB page to create awareness about full financial planning & the services of financial planners.

Licensed Financial Planner

Noorul Azila, IFP

Azila has over 15 years of experience in the financial in credit research, fund management, & investment strategy. With passion for financial planning, she is able to provide valuable insights and guidance to her clients.

Licensed Financial Planner

Saidah Asilah, CFP, IFP

Saidah is a licensed financial planner with Master in International Business & Emerging Markets from The University of Edinburgh, UK. She describes herself as a multi-talented adventurer who gives a positive impact to everyone she meets.

Licensed Financial Planner

Samantha Yeoh, CFP, IFP

As Licensed Financial Planner, Sam ensure the delivery of high-quality financial planning services to clients.Sam believes in dedication to upholding the highest professional standards and staying abreast of the latest industry practices.

Licensed Financial Planner

Stephanie Loh, CFP

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

Licensed Financial Planner, Director

Stephen Yong, CFP

Stev will help optimise your financial assets and make better financial decisions in financial planning and investment planning. He specializes in helping professionals & families simplify finances & grow wealth with holistic financial planning.

Licensed Financial Planner

Gabriel Leong, CFP

Gabriel passion lies in empowering both you and your family to make well-informed financial decisions, fostering a relationship built on trust. With expertise in wealth management, investment strategies, and risk assessment, he will design customised solutions that cater to your goals. He is dedicated to providing expert advice and strategic direction.

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Licensed Financial Planner

Zulkhairi Zulkifli, CFP

Zulkhairi has more than 10 years of experience in the Oil and Gas industry before venturing himself as a Licensed Financial Planner With Expanded Scope. His expertise also
covers advising on equities, debentures, or warrants listed on Bursa Securities. He believes that a simple and personalized investment plan is vital to growing your financial assets.

Licensed Financial Planner

Farihatulhiza Abdul Kadir, IFP

With more than 10 years' experience in financial industry, Fari is passionate on helping Malaysians plan their finances holistic and unbiased way. She believes WVA that the right financial planning approach based on each person’s unique financial situation before providing personalised advice and solutions.

Licensed Financial Planner

Izzad Roslan,IFP, SRFP

Prior to this, he has worked for various industries such as event management, Oil & Gas and Higher Learning Education industry since 2009. He moved into the financial sector in 2012 & since 2015, Izzad has been focusing on cash management solutions, takaful Islamic estate planning. He wants to help more Malaysians to achieve financial goal and aspirations.

Licensed Financial Planner

This Could Be You

Licensed Financial Planner

Mukhlis Nasri, IFP

Mukhlis specialises in helping Malaysians improve their financial situations and live better lives by providing comprehensive wealth management and formulating a sound financial plan.

Licensed Financial Planner

Rafiq Hidayat, CFP, IFP

Rafiq began his career as a management consultant where he advised clients in the areas of human resource management and strategic planning. He started to work to Financial Services in early 2014 to help individuals to improve their personal financial situations.

Licensed Financial Planner

Sharifah Nur 'Amirah, CFP, IFP

Amirah enjoys the process of understanding her clients' financial issues and providing structured unbiased solutions. In her free time, she loves doing outdoor activities like swimming, and running with her friends.

Licensed Financial Planner

Soo Zhun Tat, CFP

Zhun Tat believe that as a financial planner, it is important to listen to people's stories. It is because everyone's financial situation is unique and influenced by their personal circumstances, values, and goals.