Asad Safuan's Professional Contact Details

HQ
+60 392025666
Location
Kuala Lumpur, Federal Territory of Kuala Lumpur

Asad Safuan's Current Company Details

Wealth Advantage Advisory Sdn. Bhd (WVA) was founded to become the Financial Advisory Firm of Choice with the Right Approach to Lead Industry Transformation.We are a licensed Financial Advisory / Planning firm,...
Wealth Advantage Advisory Sdn. Bhd (WVA) was founded to become the Financial Advisory Firm of Choice with the Right Approach to Lead Industry Transformation.We are a licensed Financial Advisory / Planning firm, having received the Financial Advisory (FA) license from Bank Negara Malaysia and Capital Market Services License (CMSL) from Securities Commission Malaysia in 2017 and 2018 respectively.We currently have 30 full time Financial Planners and Associates achieving their professional certification required to practice e.g. Certified Financial Planner (CFP), Islamic Financial Planner (IFP), Registered Financial Planner (RFP), & Shariah Registered Financial Planner (Shariah RFP). We focus on providing holistic financial planning and advisory services to our clients focusing on their needs first. We practice a process driven implementation of financial advisory supported by the usage of technology to provide the best service and care for our clients. The firm is headquartered in Kuala Lumpur and has a presence in Northern, Sourthern and East Malaysia (Miri and Kota Kinabalu).
financial planning
retirement planning
financial education
investments
insurance
takaful
islamic financial planning
estate planning
financial wellness training
debt management
refinancing
financial services
law practice
legal services

Asad Safuan's Work History and Education

Wealth Vantage Advisory
Licensed Financial Planner
2021 - Present
Public Mutual Berhad
Unit Trust Consultant
2020 - 2022 • 2 years
Prudential BSN Takaful Berhad
Prudential BSN Takaful Advisor
2019 - 2022 • 3 years
CIMB Wealth Advisors
Financial Consultant
2014 - 2014 • 0 seconds

Frequently Asked Questions about Asad Safuan


What company does Asad Safuan work for?

Asad Safuan works for Wealth Vantage Advisory.

What is Asad Safuan's role at Wealth Vantage Advisory?

Asad Safuan's role at Wealth Vantage Advisory is Licensed Financial Planner.

What is Asad Safuan's email address?

Asad Safuan's email address is a**@wealthvantage.com.my.

What is Asad Safuan's business email address?

Asad Safuan's business email address is a**@wealthvantage.com.my.

What is Asad Safuan's HQ phone number?

Asad Safuan's HQ phone number is +60 392025666.

What industry does Asad Safuan work in?

Asad Safuan works in the Financial Services industry.

Who are Asad Safuan's colleagues?

Asad Safuan's colleagues are Nik Hafez, Stephen Yong, Idham Cfp, Khairul Hashim and more.
Licensed Financial Planner
Director & Licensed Financial Planner
Relationship Executive
Planning and Solution Executive

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