Financial Planners
Licensed Financial Planners & Associates
Independent Financial Advisors
Standing (first row) L-R: Nurul Khairiah (Marketing & Branding Executive), Saidah Asilah (Licensed Financial Planner), Fateen Rosli (Manager of Advisor Development), Norsyuhada Yacob (Executive, Management Function Support) Nur Amira binti Ahmad (Case Manager & Client Management), Nis Nasuha Mohd Razali (Sales Admin Executive), Amera Azzarina Mohd Amer (Sales Admin Executive), Catherine Tan (Licensed Financial Planner), Nor Izzati Jali (Paraplanner), Juliyana Mohd Yatim (Manager of Business Development)
Standing (second row) L-R: Engku Nordiana (Financial Adviser Representative), Samantha Yeoh (Licensed Financial Planner), Sharifah Nur 'Amirah Sayed Burhanudin (Licensed Financial Planner), Stephanie Loh (Licensed Financial Planner), Siti Nurhidayati Saidin (Manager, Compliance & Process Improvement), Diana Lim (Outbound Calling Executive), Carol Lee (Licensed Financial Planner), Shahirah Yusop (Shared Service Executive), Nursaffa Athira Sahruddin (External Relations Executive), Helwa Sofni (Licensed Financial Planner), Tang Hoey Ping (Operation Manager),
Standing (third row) L-R: Kian Ng (Licensed Financial Planner), Juraimi Judin (Chief Technology Officer), Mukhlis Nasri (Licensed Financial Planner), Muhammad Faris Shamsul Bahri (Licensed Financial Planner), Asad Safuan (Associate Financial Planner), Idham Idris (Director, Corporate Treasury Investment Services), Nik Adlan (Licensed Financial Planner), Hairil Jaslan (Finance Manager/ Licensed Financial Planner), Stephen Yong (Chief Knowledge Officer), Rafiq Hidayat (Managing Director)
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: Chief Knowledge Officer
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Juraimi Judin: Chief Technology Officer
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Fateen Rosli: Advisor Developments Manager
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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
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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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
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Tang Hoey Ping
Financial Adviser Representatives
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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
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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