Financial Planners
Licensed Financial Planners & Associates
Approved Financial Advisors

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),
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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)
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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)
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Management
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Rafiq Hidayat: Managing Director
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Idham Idris: Director of Corporate Treasury Investment Services
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Stephen Yong: Director
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Samantha Yeoh: Director
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Juraimi Judin: Chief Technology Officer​
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Fateen Rosli: Advisor Developments Manager
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MD. Shamsuri bin MD Isa: Manager, Human Capital
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Azril Aswad Rosli: Head of Sales
Licensed Financial Planners​
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Angel Pau
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Carol Lee
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Catherine Tan
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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
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Lim Kean Seng
Licensed Financial Planners
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Mohaini Ahmad Basri
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Mohd Mukhlis
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Nik Adlan Hafez
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Norsalina binti Salim (Aisyah)
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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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Stephanie Loh
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Stephen Yong
Financial Adviser Representatives
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Engku Nordiana

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

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

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
Wealth Vantage Advisory
Wealth Vantage Advisory
Wealth Vantage Advisory
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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

Stephen Yong
Licensed Financial Planner
"My role is to give you 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

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
Wealth Vantage Advisory
Wealth Vantage Advisory
Wealth Vantage Advisory