Asad Safuan
Licensed Financial Planner at Wealth Vantage Advisory- Claim this Profile
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Bio
Saidah Asilah Abdul Shukor , CFP Cert™️, IFP
Asad has a spirit of never giving up easily especially facing new challenges. I admire his detailed elaboration and knowledge sharing which benefited his colleagues a lot, especially me. I am sure whoever becomes Asad's client would be benefited from his life experiences, which I witnessed his ups and downs in life. Similarly, as human, we do have struggling moments. That's made Asad so unique as a financial planner because he really wanted people not to repeat the same mistakes as he did.
Saidah Asilah Abdul Shukor , CFP Cert™️, IFP
Asad has a spirit of never giving up easily especially facing new challenges. I admire his detailed elaboration and knowledge sharing which benefited his colleagues a lot, especially me. I am sure whoever becomes Asad's client would be benefited from his life experiences, which I witnessed his ups and downs in life. Similarly, as human, we do have struggling moments. That's made Asad so unique as a financial planner because he really wanted people not to repeat the same mistakes as he did.
Saidah Asilah Abdul Shukor , CFP Cert™️, IFP
Asad has a spirit of never giving up easily especially facing new challenges. I admire his detailed elaboration and knowledge sharing which benefited his colleagues a lot, especially me. I am sure whoever becomes Asad's client would be benefited from his life experiences, which I witnessed his ups and downs in life. Similarly, as human, we do have struggling moments. That's made Asad so unique as a financial planner because he really wanted people not to repeat the same mistakes as he did.
Saidah Asilah Abdul Shukor , CFP Cert™️, IFP
Asad has a spirit of never giving up easily especially facing new challenges. I admire his detailed elaboration and knowledge sharing which benefited his colleagues a lot, especially me. I am sure whoever becomes Asad's client would be benefited from his life experiences, which I witnessed his ups and downs in life. Similarly, as human, we do have struggling moments. That's made Asad so unique as a financial planner because he really wanted people not to repeat the same mistakes as he did.
Experience
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Wealth Vantage Advisory
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Malaysia
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Financial Services
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1 - 100 Employee
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Licensed Financial Planner
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Jun 2021 - Present
An independent licensed financial planner practising holistic financial planning with unbias advisory. An independent licensed financial planner practising holistic financial planning with unbias advisory.
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Public Mutual Berhad
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Malaysia
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Financial Services
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700 & Above Employee
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Unit Trust Consultant
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Jun 2020 - Jul 2022
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Prudential BSN Takaful Berhad
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Malaysia
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Insurance
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100 - 200 Employee
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Prudential BSN Takaful Advisor
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Feb 2019 - Jul 2022
Provide you the best and complete personal, family and corporate Takaful Protection! Provide you the best and complete personal, family and corporate Takaful Protection!
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CIMB Wealth Advisors
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Malaysia
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Financial Services
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200 - 300 Employee
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Financial Consultant
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Mar 2014 - Mar 2014
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Education
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IBFIM
Islamic Financial Planner
Community
