Fateen Rosli

Licensed Financial Planner at Wealth Vantage Advisory
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Shah Alam, Selangor, Malaysia, MY

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

5.0

/5.0
/ Based on 1 ratings
  • (1)
  • (0)
  • (0)
  • (0)
  • (0)

Filter reviews by:

Eyvonne Liew

Fateen is my colleague from Wealth Vantage Advisory. Fateen is passionate in helping her clients to achieve their financial goals. She is professional & ethical in what she does. And she has the knowledge to assist & guide her clients towards achieving their financial goals. If you are interested to explore more about your own financial planning, talk to Fateen.

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Accelerating Your Career with Personal Branding
    LinkedIn
    Oct, 2022
    - Nov, 2024
  • Personal Finance Nano Tips with Brittney Castro
    LinkedIn
    Oct, 2022
    - Nov, 2024
  • Shifting Your Mindset for Financial Agility
    LinkedIn
    Oct, 2022
    - Nov, 2024
  • Capital Market Services Representative License (CMSRL) - Financial Planning
    Securities Commission Malaysia
    Jan, 2019
    - Nov, 2024
  • Financial Adviser's Representative (FAR)
    Bank Negara Malaysia
    Jan, 2019
    - Nov, 2024
  • Islamic Financial Planner
    Financial Planning Association of Malaysia (FPAM)

Experience

  • WealthVantage Advisory
    • Malaysia
    • Financial Services
    • 1 - 100 Employee
    • Licensed Financial Planner
      • Jan 2019 - Present

  • PETRONAS
    • Malaysia
    • Oil and Gas
    • 700 & Above Employee
    • Executive
      • Aug 2013 - Dec 2018

Education

  • The University of Western Australia
    Bachelor of Commerce - BCom
    2006 - 2008
  • Islamic Banking & Finance Institute Malaysia (IBFIM)
    Islamic Financial Planning
    2018 -

Community

You need to have a working account to view this content. Click here to join now