Presented by Idham Idris, Director & Licensed Financial Planner, CFP Cert TM, RFP, Shariah RFP, Wealth Vantage Advisory
Idham started his career advising clients in the area of IT management consultancy for a Big 4 firm and is one of the pioneer members of the software systems development team in a telco for web, internet and new media services division.Idham moved into the financial sector in 2003 & has accumulated over 18 years of experience in the financial services industry in a leading banking & financial institution– leading, training & coaching the company representatives in retail & corporate investments, personal risk management & wealth preservation and distribution. Since 2015, Idham has been focusing on cash management solutions and advisory for corporate treasury.
Guest Speaker, Samantha Yeoh, Licensed Financial Planner, CFP, IFP, Wealth Vantage Advisory
Sam’s roles and responsibilities include driving the firm’s strategic direction, coaching, and helping financial planners and staff in delivering the best services, and as Licensed Financial Planner herself, ensuring the delivery of high-quality financial planning services to clients.
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She began her journey in the financial landscape from 2007. Seeking further growth opportunities, Sam joined a unit trust agency in 2010 until 2018. During her tenure, she gained valuable insights into unit trust and investment products, enhancing her ability to provide comprehensive financial advice to her clients.
Sam's quest for professional growth led her to an advisory firm, where she served from 2016 to 2018. This experience further expanded her expertise, allowing her to broaden her perspective and stay at the forefront of industry trends. She believes in dedication for the highest professional standards and
staying abreast of the latest industry practices.
In this webinar we will cover
