Joined November 15, 2021
Asad kicked off his career in financial services industry by becoming a Takaful and Unit Trust Consultant for 5 years. After that, he decided to make a career advancement from becoming an agent to advisory approach by pursuing Islamic Financial Planning (IFP) certification in 2021. He realised that his true passion is helping individuals to improve their personal finances situation by giving a holistic and unbiased advice. As an Associate Financial Planner with Wealth Vantage Advisory, he received full training and coaching from senior financial planners in the firm to equipped him better with consultation and financial planning skills. Asad wanted to make sure as Financial Planner, he can help his clients to understand their current financial situation, financial goals and risk profile before developing a full financial planning plan for them.
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