Wilayah Persekutuan Kuala Lumpur - Wangsa Maju
KENANGA INVESTORS BERHAD
Range of fee
from RM1,501 up to RM6,000
Dr. Azlina holds a PhD in Communication majoring Media and Gender. Alongside her academic achievements, she has obtained a professional certification in the financial industry known as the Shariah Registered Financial Planner Certificate.
Her current professional roles include serving as a Financial Planner Representative and a Financial Adviser Representative, where she likely assists clients with financial planning and advice, drawing on both her expertise in communication and her knowledge of the financial industry. This unique blend of qualifications allows her to offer a comprehensive approach to financial guidance, taking into account both the technical aspects of finance and the nuances of effective communication.
Since 2015, she has served within the financial industry, covering multi-spectrum sectors such as investment, risk management, estate planning & corporate solutions. As a customer centric Financial Planner, her execution is structured & impeccable with extensive hands-on experience in handling high net worth individuals (HNWI).
Knowing that her purposeful work is impactful towards the lives of others, her flaming desire to reach out & lend her helping hand grows larger in each passing day. Because at the heart of her Big Why rest an authentic desire to ensure clients reach new heights of wealth that they desired.
As part of her awareness creation mission, she devotes her time in educating others in the importance of portfolio balancing to warrant a sustainable investment. She listens attentively & help her customers build robust wealth plannings to navigate their life confidently through the 3 phases of life; living, devitalized & after-life.
She is resolute in the idea of each and every sound financial solution must be made bespoke, as each individual & organization has distinct monetary goals & desires. She is also deeply passionate about ensuring each piece of advice & solution given is customer-oriented & customised.
Let's connect and explore how we can collaborate to enhance financial literacy, empower individuals, and create a more financially secure future for all.
Comprehensive Plan, Health Care Planning, Financial Security, Child Tertiary Education Planning, Retirement Planning, General Accumulation / Emergency Money (management of savings for other use)
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