Making a Difference
to your Financial Future
Making a Difference
to your Financial Future
Licensed Senior Financial Advisor | Financial Crime Reporting Authorities
Senior Licensed Financial Adviser with over 8 years of experience in the financial industry, specializing in designing impactful and compliant strategies for high-net-worth individuals and corporations. He also serves as a reporting institution, ensuring adherence to financial regulations while detecting and mitigating suspicious or unregulated activities, including money laundering and terrorism financing.
Beyond his corporate role, he is the President of two prominent NGO networking communities, uniting more than 700 business leaders and professionals across Malaysia. He is also a regular invited speaker at universities, sharing industry insights and real-world applications with the next generation of professionals.
Professional Licensed Holder :
1. Financial Adviser Representative (FAR) by Bank Negara Malaysia
2. Islamic Financial Adviser(IFAR) by Bank Negara Malaysia.
3. Capital Market Services Representative License (CMSRL) by Securities Commission Malaysia
4. Corporate UTS Adviser by Federation Investment Manager Malaysia(FIMM)
5. Shariah Registered Financial Planner(ShRFP) by Malaysian Financial Planning Council(MFPC)
6. Associate Registered Financial Planner(ARFP) by Malaysian Financial Planning Council(MFPC)
7. Anti Money Laundering (AML) by ITA Asia (Offshore/Labuan Financial Institution)
Academic Background
PHD In Economics ( On Going )
Msc in Business Administration Specialized in Business Analysis
Bachelor(Hons) in Finance & Management
My Services
Portfolio Management
Leveraging our expertise across asset classes such as equities, bonds, unit trusts, offshore and alternative investments, we provide independent, unbiased advice tailored to your unique needs. With a client-centric approach and technology-driven insights, we ensure your portfolio is aligned with market opportunities and evolving financial objectives. Take the next step towards achieving your goals by partnering with our team of experienced advisors..
Offshore Investment
Offshore investment simply means placing your money in financial products or accounts outside your home country to access global opportunities, diversify risk, protect against currency fluctuations, and preserve wealth. Done properly, it’s fully legal and compliant with Bank Negara Malaysia and LHDN regulations, offering investors the chance to tap into markets and structures not available locally while ensuring professional guidance for optimal returns and compliance.
Bespoke trustee service
A bespoke trustee service is a tailored wealth management solution where a licensed trustee holds, manages, and protects your assets according to your specific instructions, both during your lifetime and after. Unlike standard will-writing or generic trusts, a bespoke service is fully customised, it can handle complex family structures, cross-border assets, business succession, tax efficiency, and even offshore holdings , ensuring your wealth is distributed exactly as you intend, with confidentiality, legal compliance, and long-term protection.
Insurance Protection
Our protection services are designed to provide comprehensive coverage solutions tailored to your unique needs, ensuring financial security for you and your loved ones. From life and health insurance to general and Takaful coverage, we collaborate with multiple leading providers to offer unbiased advice and access to the most suitable protection plans. Whether it’s income replacement, critical illness coverage, or asset protection, our goal is to help you mitigate risks and build a robust safety net.
My Achievements
My Achievements
CUTA - Federation Investment Manager Malaysia
2024
Videos
Financial Planning Ebook
Contact
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