Nik Hafez's Professional Contact Details

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

Nik Hafez'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

Nik Hafez's Work History and Education

Wealth Vantage Advisory
Licensed Financial Planner
2016 - Present
Principal Malaysia
Agency Supervisor
2008 - 2015 • 7 years
Sun Life
Company Secretary
1999 - 2008 • 9 years

Frequently Asked Questions about Nik Hafez


What company does Nik Hafez work for?

Nik Hafez works for Wealth Vantage Advisory.

What is Nik Hafez's role at Wealth Vantage Advisory?

Nik Hafez's role at Wealth Vantage Advisory is Licensed Financial Planner.

What is Nik Hafez's email address?

Nik Hafez's email address is n**@wealthvantage.com.my.

What is Nik Hafez's business email address?

Nik Hafez's business email address is n**@wealthvantage.com.my.

What is Nik Hafez's HQ phone number?

Nik Hafez's HQ phone number is +60 392025666.

What industry does Nik Hafez work in?

Nik Hafez works in the Financial Services industry.

Who are Nik Hafez's colleagues?

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

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