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rafiq
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Joined March 29, 2019
Rafiq Hidayat is the Managing Director to Wealth Vantage Advisory Sdn. Bhd. (WVA). He is a Certified Financial Planner (CFP) under the Financial Planner Association of Malaysia (FPAM) & was awarded the top prize in Investment Planning / Retirement Planning during his journey to become a CFP. Rafiq holds a Capital Markets Services Representative Licence (CMSRL) from the Securities Commission of Malaysia and a Financial Advisor Representative License (FAR) from Bank Negara Malaysia. WVA is a licensed Financial Advisor / Planning firm, having received its Financial Advisory (FA) and Capital Market Services License (CMSL) from both Bank Negara Malaysia (BNM) and Securities Commission (SC) respectively. Graduating from the Massachusetts Institute of Technology in 2003, Rafiq’s subsequent experience in management consulting with industry heavyweights such as PricewaterhouseCoopers and Ernst & Young where he advised clients in the areas of human resource management and strategic planning helped him understand organisational needs and processes from the client’s perspective. He then furthered his career working as a global consultant in human resource management in the Middle East, before coming back to Malaysia to become part of the pioneering team that helped setup Talent Corporation Malaysia Bhd (TalentCorp). Venturing into the financial services industry in 2014 due to the lack of awareness and discussion on the subject despite high levels of debt in Malaysia, his prime motivation is to help people facing debt issues. Rafiq through Wealth Vantage Advisory provides fee-based financial planning and advisory services, with a focus on prospects committed to improving their financial situations and achieving their life goals. With his advisors, Rafiq emphasises a results-oriented approach with uncompromising stances on integrity and quality, with the Financial Planning Standards Board’s Financial Planner Competency Profile as a guiding framework.
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