Rozanna binti Abdul Rashid - CFP, IFP

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Segambut, Kuala Lumpur


Alpine Advisory Sdn Bhd

License number


Range of fee

from RM3,500 up to RM5,000

About Rozanna binti Abdul Rashid - CFP, IFP

Hello! Are you looking for a friendly financial planner who can be discreet, truthful, and passionate about her work? Let me be that person! I’ve helped numerous clients with planning their financial goals, optimize their investment portfolios, and chart their legacies for their families.

Now a bit about myself: I am an ex-corporate banker turned real estate consultant. In fact, I like property investing enough to complete a Masters's degree at the London School of Economics in Real Estate, Economics, and Finance! Armed with that knowledge, helping my clients sort out their property portfolios happens to be an extra perk that complements the entire financial planning process. Of course, creating a holistic plan wouldn’t be possible without the discipline of being a holder of both Certified Financial Planner and Islamic Financial Planner qualifications. I love what I do, and I’m sure that we can accomplish great things if we work together.

Area of Expertise

Comprehensive Financial Planning, (covers all aspects of planning your personal finances and life goals)

Wealth Accumulation and Financial Security (ensuring stable stream of income for individual / family)

Wealth Protection (debt and contingency planning)

Wealth Distribution (Estate Planning, Faraid, Hibah)

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