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Nik Adlan Hafez 

Licensed Financial Planner 

Associate of Master Trainer by Lawrence Walter Ng Academy

Certified Master Trainer by Lawrence Walter Ng Academy 

Islamic Financial Planner (IFP)

Registered Financial Planner (RFP)


Nik began his career as a Company Secretary of AMAL Assurance Bhd (now known as Sunlife Insurance Bhd) way back in 1998. Before that, he was attached to a few Company Secretarial Firms.

Nik resigned as a Company Secretary in 2011 and become a unit trust agent with one of the largest bank in Malaysia. He was a million dollar producer and was having asset under management of about RM25 million. 

In 2015, following his passion in helping individuals to improve their personal financial situations, Nik sat for Registered Financial Planner exam & later Islamic Financial Planner Exam. 

Nik then is licensed with Securities Commission as a Capital Market Representative License (CMSRL) and Bank Negara Malaysia as Financial Advisor Representative (FAR). This provides Nik a strong basis to provide for Customer Needs First. 

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