Financial Planners
Licensed Financial Planners & Associates
Independent Financial Advisors
Seated L-R: Nursaffa Athira Sahruddin (Operation Executive), Juraimi Judin (Chief Technology Officer), Stephen Yong (Chief Knowledge Officer), Rafiq Hidayat (Managing Director), Idham Idris (Director of Advisory Development), Samantha Yeoh (Licensed Financial Planner), Angel Pau (Licensed Financial Planner)
Standing L-R: Nuraishah Hanani (Licensed Financial Planner), Adam Nordin (Licensed Financial Planner), Nursyahirah Ghazali (Licensed Financial Planner), Catherine Tan (Associate), Fateen Rosli (Licensed Financial Planner), Helwa Sofni (Licensed Financial Planner), Syahira Mohamed (Licensed Financial Planner), Felicia Lim (Licensed Financial Planner), Wilson Wong (Licensed Financial Planner), Eyvonne Liew (Licensed Financial Planner), Nik Adlan (Licensed Financial Planner), Saidah Asilah (Licensed Financial Planner), Angie Ng (Licensed Financial Planner), Stephanie Loh (Associate), Carol Lee (Licensed Financial Planner), Vivian Chin (Licensed Financial Planner), Steven Kiang (Licensed Financial Planner)
Management
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Rafiq Hidayat: Managing Director
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Idham Idris: Director of Advisory Development
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Stephen Yong: Chief Knowledge Officer
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Juraimi Judin: Chief Technology Officer
Licensed Financial Planners
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Angel Pau
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Carol Lee
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Eyvonne Liew
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Fateen Rosli
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Felicia Lim
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Hairil Jaslan
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Helwa Sofni
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Idham Idris
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Juraimi Judin
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Khairul Hakkim
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Kian Ng
Licensed Financial Planners
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Mohd Mukhlis
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Muhammad Faris
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Nik Adlan Hafez
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Nursyahirah Ghazali
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Ong Yit Hung
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Rafiq Hidayat
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Saidah Asilah
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Samantha Yeoh
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Sharifah Nur Amirah
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Stephen Yong
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Tang Hoey Ping
Associates
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Catherine Tan
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Engku Nordiana
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Sarah Teo
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Stephanie Loh
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
Helwa Sofni
Licensed Financial Planner
"Don't leave your future personal finances to chance. See a licensed financial planner today"
IFP
Eng/ BM
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
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
Associates
"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
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